First Manhattan’s lululemon athletica LULU Stock Holding History

First Manhattan’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	-1,408	Closed	-$335K	–	730
2025 Q2	$335K	Sell	1,408 -259	-16%	-$71.3K	﹤0.01%	603
2025 Q1	$472K	Sell	1,667 -905	-35%	-$332K	﹤0.01%	512
2024 Q4	$984K	Hold	2,572	–	–	﹤0.01%	399
2024 Q3	$698K	Sell	2,572 -19,341	-88%	-$5.13M	﹤0.01%	430
2024 Q2	$6.55M	Buy	21,913 +19,901	+989%	+$6.65M	0.02%	181
2024 Q1	$786K	Hold	2,012	–	–	﹤0.01%	410
2023 Q4	$1.03M	Sell	2,012 -27	-1%	-$11.7K	﹤0.01%	375
2023 Q3	$786K	Hold	2,039	–	–	﹤0.01%	413
2023 Q2	$772K	Buy	2,039 +18	+0.9%	+$6.64K	﹤0.01%	418
2023 Q1	$736K	Buy	2,021 +134	+7%	+$42K	﹤0.01%	441
2022 Q4	$605K	Sell	1,887 -773	-29%	-$254K	﹤0.01%	484
2022 Q3	$743K	Hold	2,660	–	–	﹤0.01%	446
2022 Q2	$725K	Sell	2,660 -300	-10%	-$96.1K	﹤0.01%	465
2022 Q1	$1.08M	Hold	2,960	–	–	﹤0.01%	439
2021 Q4	$1.16M	Hold	2,960	–	–	﹤0.01%	422
2021 Q3	$1.2M	Buy	2,960 +1,175	+66%	+$471K	﹤0.01%	406
2021 Q2	$651K	Hold	1,785	–	–	﹤0.01%	505
2021 Q1	$547K	Hold	1,785	–	–	﹤0.01%	520
2020 Q4	$621K	Hold	1,785	–	–	﹤0.01%	471
2020 Q3	$587K	Buy	1,785 +250	+16%	+$83.4K	﹤0.01%	463
2020 Q2	$478K	Sell	1,535 -20	-1%	-$5.12K	﹤0.01%	500
2020 Q1	$294K	Buy	1,555 +1,525	+5,083%	+$341K	﹤0.01%	554
2019 Q4	$6K	Hold	30	–	–	﹤0.01%	1187
2019 Q3	$5K	Hold	30	–	–	﹤0.01%	1210
2019 Q2	$5K	Hold	30	–	–	﹤0.01%	1243
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	1288
2018 Q4	$3K	Sell	30 -15	-33%	-$2.01K	﹤0.01%	1277
2018 Q3	$7K	Hold	45	–	–	﹤0.01%	1262
2018 Q2	$5K	Hold	45	–	–	﹤0.01%	1249
2018 Q1	$4K	Hold	45	–	–	﹤0.01%	1282
2017 Q4	$3K	Hold	45	–	–	﹤0.01%	1359
2017 Q3	$2K	Hold	45	–	–	﹤0.01%	1366
2017 Q2	$2K	Hold	45	–	–	﹤0.01%	1324
2017 Q1	$2K	Hold	45	–	–	﹤0.01%	1338
2016 Q4	$2K	Hold	45	–	–	﹤0.01%	1319
2016 Q3	$2K	Hold	45	–	–	﹤0.01%	1335
2016 Q2	$3K	Sell	45 -385	-90%	-$25.5K	﹤0.01%	1371
2016 Q1	$29K	Hold	430	–	–	﹤0.01%	1005
2015 Q4	$22K	Sell	430 -520	-55%	-$26.2K	﹤0.01%	1073
2015 Q3	$48K	Buy	950 +400	+73%	+$24.4K	﹤0.01%	950
2015 Q2	$35K	Sell	550 -90	-14%	-$5.85K	﹤0.01%	1031
2015 Q1	$40K	Buy	640 +610	+2,033%	+$39.1K	﹤0.01%	1018
2014 Q4	$1K	Buy	+30	New	+$1.37K	﹤0.01%	1440
2014 Q1	–	Sell	-650	Closed	-$38K	–	1436
2013 Q4	$38K	Hold	650	–	–	﹤0.01%	989
2013 Q3	$47K	Hold	650	–	–	﹤0.01%	951
2013 Q2	$44K	Buy	+650	New	+$47.1K	﹤0.01%	958

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Manhattan's LULU Position: Q3 2025 in Review

First Manhattan sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,408 shares — an estimated $335K sold.

First Manhattan first reported a position in LULU in Q2 2013 and held it in 46 quarters. The position peaked at $6.55M in Q2 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

First Manhattan reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
First Manhattan sold 1,408 lululemon athletica shares in Q3 2025, an estimated $335K.
First Manhattan first reported a position in lululemon athletica in Q2 2013 and held it in 46 quarters.
First Manhattan's lululemon athletica position peaked at $6.55M in Q2 2024.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on First Manhattan's 13F filing for Q3 2025, filed 14 Nov 2025.