Carmel Capital Partners’s lululemon athletica LULU Stock Holding History

Carmel Capital Partners’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	-950	Closed	-$269K	–	166
2025 Q1	$269K	Buy	950 +15	+2%	+$5.5K	0.11%	127
2024 Q4	$358K	Hold	935	–	–	0.14%	108
2024 Q3	$254K	Hold	935	–	–	0.1%	146
2024 Q2	$279K	Sell	935 -8	-0.8%	-$2.67K	0.12%	121
2024 Q1	$368K	Buy	943 +500	+113%	+$231K	0.15%	98
2023 Q4	$227K	Sell	443 -500	-53%	-$216K	0.12%	138
2023 Q3	$364K	Hold	943	–	–	0.16%	97
2023 Q2	$357K	Hold	943	–	–	0.18%	85
2023 Q1	$343K	Buy	943 +8	+0.9%	+$2.51K	0.2%	86
2022 Q4	$300K	Hold	935	–	–	0.21%	98
2022 Q3	$261K	Hold	935	–	–	0.25%	90
2022 Q2	$255K	Hold	935	–	–	0.24%	90
2022 Q1	$341K	Hold	935	–	–	0.28%	79
2021 Q4	$366K	Buy	+935	New	+$400K	0.27%	71

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Carmel Capital Partners's LULU Position: Q2 2025 in Review

Carmel Capital Partners sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 950 shares — an estimated $269K sold.

Carmel Capital Partners first reported a position in LULU in Q4 2021 and held it in 14 quarters. The position peaked at $368K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Carmel Capital Partners reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Carmel Capital Partners sold 950 lululemon athletica shares in Q2 2025, an estimated $269K.
Carmel Capital Partners first reported a position in lululemon athletica in Q4 2021 and held it in 14 quarters.
Carmel Capital Partners's lululemon athletica position peaked at $368K in Q1 2024.
1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Carmel Capital Partners's 13F filing for Q2 2025, filed 29 Jul 2025.