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CWA Asset Management Group’s lululemon athletica LULU Stock Holding History

CWA Asset Management Group’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
Q3 		– Sell
-906
Closed -$215K – 694
2025
Q2 		$215K Sell
906
-7
-0.8% -$1.93K 0.01% 612
2025
Q1 		$258K Buy
913
+60
+7% +$22K 0.01% 534
2024
Q4 		$326K Sell
853
-2,974
-78% -$971K 0.02% 471
2024
Q3 		$1.04M Buy
+3,827
New +$1.02M 0.06% 243

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CWA Asset Management Group's LULU Position: Q3 2025 in Review

CWA Asset Management Group sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 906 shares — an estimated $215K sold.

CWA Asset Management Group first reported a position in LULU in Q3 2024 and held it in 4 quarters. The position peaked at $1.04M in Q3 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • CWA Asset Management Group reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 906 lululemon athletica shares in Q3 2025, an estimated $215K.
  • CWA Asset Management Group first reported a position in lululemon athletica in Q3 2024 and held it in 4 quarters.
  • CWA Asset Management Group's lululemon athletica position peaked at $1.04M in Q3 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on CWA Asset Management Group's 13F filing for Q3 2025, filed 22 Oct 2025.