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First Business Financial Services’s lululemon athletica LULU Stock Holding History

First Business Financial Services’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
-4,670
Closed -$1.32M – 188
2025
Q1 		$1.32M Buy
4,670
+455
+11% +$167K 0.13% 71
2024
Q4 		$1.61M Buy
4,215
+145
+4% +$47.3K 0.16% 61
2024
Q3 		$1.1M Buy
4,070
+440
+12% +$117K 0.11% 75
2024
Q2 		$1.08M Buy
+3,630
New +$1.21M 0.12% 74
2022
Q2 		– Sell
-575
Closed -$210K – 177
2022
Q1 		$210K Hold
575
– – 0.02% 163
2021
Q4 		$225K Buy
575
+25
+5% +$10.7K 0.02% 161
2021
Q3 		$203K Buy
+550
New +$220K 0.02% 154

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

First Business Financial Services's LULU Position: Q2 2025 in Review

First Business Financial Services sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 4,670 shares — an estimated $1.32M sold.

First Business Financial Services first reported a position in LULU in Q3 2021 and held it in 7 quarters. The position peaked at $1.61M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • First Business Financial Services reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • First Business Financial Services sold 4,670 lululemon athletica shares in Q2 2025, an estimated $1.32M.
  • First Business Financial Services first reported a position in lululemon athletica in Q3 2021 and held it in 7 quarters.
  • First Business Financial Services's lululemon athletica position peaked at $1.61M in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on First Business Financial Services's 13F filing for Q2 2025, filed 31 Jul 2025.