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Flaharty Asset Management’s lululemon athletica LULU Stock Holding History

Flaharty Asset 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
-103
Closed -$29.2K – 327
2025
Q1 		$29.2K Buy
+103
New +$37.8K ﹤0.01% 263
2024
Q4 		– Sell
-68
Closed -$18.5K – 291
2024
Q3 		$18.5K Buy
+68
New +$18K ﹤0.01% 276
2023
Q4 		– Sell
-68
Closed -$26.2K – 302
2023
Q3 		$26.2K Buy
+68
New +$26K ﹤0.01% 247

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

Flaharty Asset Management's LULU Position: Q2 2025 in Review

Flaharty Asset Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 103 shares — an estimated $29.2K sold.

Flaharty Asset Management first reported a position in LULU in Q3 2023 and held it in 3 quarters. The position peaked at $29.2K in Q1 2025. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Flaharty Asset Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 103 lululemon athletica shares in Q2 2025, an estimated $29.2K.
  • Flaharty Asset Management first reported a position in lululemon athletica in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's lululemon athletica position peaked at $29.2K in Q1 2025.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.