PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s lululemon athletica LULU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	-5	Closed	-$1.19K	–	560
2025 Q2	$1.19K	Hold	5	–	–	﹤0.01%	452
2025 Q1	$1.42K	Hold	5	–	–	﹤0.01%	428
2024 Q4	$1.91K	Hold	5	–	–	﹤0.01%	424
2024 Q3	$1.36K	Hold	5	–	–	﹤0.01%	335
2024 Q2	$1.49K	Buy	+5	New	+$1.67K	﹤0.01%	325

Other funds holding LULU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LULU Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 5 shares — an estimated $1.19K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LULU in Q2 2024 and held it in 5 quarters. The position peaked at $1.91K in Q4 2024. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 lululemon athletica shares in Q3 2025, an estimated $1.19K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in lululemon athletica in Q2 2024 and held it in 5 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s lululemon athletica position peaked at $1.91K in Q4 2024.
926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.