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Carolinas Wealth Consulting’s lululemon athletica LULU Stock Holding History

Carolinas Wealth Consulting’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
-172
Closed -$48.8K – 550
2025
Q1 		$48.8K Buy
172
+6
+4% +$2.2K 0.01% 357
2024
Q4 		$63.4K Buy
166
+39
+31% +$12.7K 0.01% 324
2024
Q3 		$34.5K Sell
127
-6
-5% -$1.59K 0.01% 414
2024
Q2 		$39.6K Sell
133
-12
-8% -$4.01K 0.01% 395
2024
Q1 		$56.6K Sell
145
-83
-36% -$38.4K 0.01% 355
2023
Q4 		$117K Sell
228
-39
-15% -$16.9K 0.03% 218
2023
Q3 		$105K Sell
267
-13
-5% -$4.97K 0.03% 211
2023
Q2 		$106K Sell
280
-92
-25% -$33.9K 0.02% 253
2023
Q1 		$135K Sell
372
-51
-12% -$16K 0.03% 222
2022
Q4 		$136K Buy
423
+78
+23% +$25.7K 0.03% 215
2022
Q3 		$96K Sell
345
-25
-7% -$7.75K 0.02% 248
2022
Q2 		$101K Buy
370
+74
+25% +$23.7K 0.03% 244
2022
Q1 		$108K Sell
296
-10
-3% -$3.25K 0.02% 248
2021
Q4 		$120K Buy
306
+7
+2% +$2.99K 0.03% 240
2021
Q3 		$121K Sell
299
-25
-8% -$10K 0.03% 219
2021
Q2 		$118K Hold
324
– – 0.03% 239
2021
Q1 		$99K Buy
324
+43
+15% +$14.1K 0.02% 258
2020
Q4 		$98K Buy
281
+3
+1% +$1.04K 0.03% 238
2020
Q3 		$92K Buy
278
+151
+119% +$50.4K 0.03% 204
2020
Q2 		$40K Buy
+127
New +$32.5K 0.02% 224

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Carolinas Wealth Consulting's LULU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 172 shares — an estimated $48.8K sold.

Carolinas Wealth Consulting first reported a position in LULU in Q2 2020 and held it in 20 quarters. The position peaked at $136K in Q4 2022. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 172 lululemon athletica shares in Q2 2025, an estimated $48.8K.
  • Carolinas Wealth Consulting first reported a position in lululemon athletica in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's lululemon athletica position peaked at $136K in Q4 2022.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.