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Excalibur Management’s lululemon athletica LULU Stock Holding History

Excalibur 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
Q3 		– Sell
-1,064
Closed -$253K – 167
2025
Q2 		$253K Buy
1,064
+48
+5% +$13.2K 0.09% 145
2025
Q1 		$288K Hold
1,016
– – 0.11% 135
2024
Q4 		$389K Hold
1,016
– – 0.15% 119
2024
Q3 		$276K Buy
+1,016
New +$270K 0.11% 141
2024
Q2 		– Sell
-517
Closed -$202K – 166
2024
Q1 		$202K Hold
517
– – 0.09% 158
2023
Q4 		$264K Buy
+517
New +$223K 0.12% 136

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

Excalibur Management's LULU Position: Q3 2025 in Review

Excalibur Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,064 shares — an estimated $253K sold.

Excalibur Management first reported a position in LULU in Q4 2023 and held it in 6 quarters. The position peaked at $389K in Q4 2024. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Excalibur Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Excalibur Management sold 1,064 lululemon athletica shares in Q3 2025, an estimated $253K.
  • Excalibur Management first reported a position in lululemon athletica in Q4 2023 and held it in 6 quarters.
  • Excalibur Management's lululemon athletica position peaked at $389K in Q4 2024.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Excalibur Management's 13F filing for Q3 2025, filed 10 Nov 2025.