CP
LULU icon

Cumberland Partners’s lululemon athletica LULU Stock Holding History

Cumberland 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
-8,000
Closed -$2.26M – 187
2025
Q1 		$2.26M Buy
+8,000
New +$2.93M 0.17% 94
2024
Q2 		– Sell
-2,750
Closed -$1.07M – 190
2024
Q1 		$1.07M Buy
+2,750
New +$1.27M 0.08% 124
2023
Q4 		– Sell
-1,000
Closed -$386K – 185
2023
Q3 		$386K Buy
+1,000
New +$382K 0.04% 153

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

Cumberland Partners's LULU Position: Q2 2025 in Review

Cumberland Partners sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 8,000 shares — an estimated $2.26M sold.

Cumberland Partners first reported a position in LULU in Q3 2023 and held it in 3 quarters. The position peaked at $2.26M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Cumberland Partners reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Cumberland Partners sold 8,000 lululemon athletica shares in Q2 2025, an estimated $2.26M.
  • Cumberland Partners first reported a position in lululemon athletica in Q3 2023 and held it in 3 quarters.
  • Cumberland Partners's lululemon athletica position peaked at $2.26M in Q1 2025.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Cumberland Partners's 13F filing for Q2 2025, filed 12 Aug 2025.