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Capital Market Strategies’s lululemon athletica LULU Stock Holding History

Capital Market Strategies’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-820
Closed -$232K – 148
2025
Q1 		$232K Hold
820
– – 0.15% 123
2024
Q4 		$314K Buy
820
+50
+6% +$16.3K 0.18% 110
2024
Q3 		$209K Buy
770
+10
+1% +$2.65K 0.13% 139
2024
Q2 		$227K Buy
+760
New +$254K 0.14% 132

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Capital Market Strategies's LULU Position: Q2 2025 in Review

Capital Market Strategies sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 820 shares — an estimated $232K sold.

Capital Market Strategies first reported a position in LULU in Q2 2024 and held it in 4 quarters. The position peaked at $314K in Q4 2024. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Capital Market Strategies reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Capital Market Strategies sold 820 lululemon athletica shares in Q2 2025, an estimated $232K.
  • Capital Market Strategies first reported a position in lululemon athletica in Q2 2024 and held it in 4 quarters.
  • Capital Market Strategies's lululemon athletica position peaked at $314K in Q4 2024.
  • 1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.