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EPG Wealth Management’s lululemon athletica LULU Stock Holding History

EPG Wealth Management’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
-3,429
Closed -$971K – 393
2025
Q1 		$971K Buy
3,429
+138
+4% +$50.6K 0.27% 108
2024
Q4 		$1.26M Sell
3,291
-168
-5% -$54.8K 0.33% 81
2024
Q3 		$939K Buy
+3,459
New +$918K 0.24% 117
2024
Q2 		– Sell
-2,071
Closed -$692K – 142
2024
Q1 		$809K Buy
2,071
+191
+10% +$88.3K 0.2% 131
2023
Q4 		$858K Buy
1,880
+78
+4% +$33.7K 0.23% 116
2023
Q3 		$695K Buy
1,802
+167
+10% +$63.8K 0.21% 122
2023
Q2 		$619K Buy
1,635
+144
+10% +$53.1K 0.18% 130
2023
Q1 		$543K Buy
1,491
+436
+41% +$137K 0.17% 138
2022
Q4 		$338K Sell
1,055
-4
-0.4% -$1.31K 0.13% 145
2022
Q3 		$296K Buy
1,059
+47
+5% +$14.6K 0.12% 156
2022
Q2 		$276K Buy
1,012
+96
+10% +$30.8K 0.12% 166
2022
Q1 		$335K Buy
916
+104
+13% +$33.8K 0.12% 161
2021
Q4 		$318K Buy
812
+35
+5% +$15K 0.11% 164
2021
Q3 		$314K Buy
777
+17
+2% +$6.81K 0.13% 153
2021
Q2 		$277K Hold
760
– – 0.12% 160
2021
Q1 		$233K Buy
760
+16
+2% +$5.25K 0.11% 165
2020
Q4 		$259K Buy
744
+135
+22% +$46.9K 0.16% 121
2020
Q3 		$201K Sell
609
-64
-10% -$21.4K 0.15% 124
2020
Q2 		$210K Buy
673
+26
+4% +$6.65K 0.15% 137
2020
Q1 		$123K Buy
647
+147
+29% +$32.9K 0.09% 160
2019
Q4 		$116K Buy
+500
New +$107K 0.09% 144

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

EPG Wealth Management's LULU Position: Q2 2025 in Review

EPG Wealth Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 3,429 shares — an estimated $971K sold.

EPG Wealth Management first reported a position in LULU in Q4 2019 and held it in 21 quarters. The position peaked at $1.26M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • EPG Wealth Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 3,429 lululemon athletica shares in Q2 2025, an estimated $971K.
  • EPG Wealth Management first reported a position in lululemon athletica in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's lululemon athletica position peaked at $1.26M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.