FAM
LULU icon

Formidable Asset Management’s lululemon athletica LULU Stock Holding History

Formidable 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
Q3 		– Sell
-1,615
Closed -$457K – 404
2025
Q2 		$457K Hold
1,615
– – 0.08% 240
2025
Q1 		$457K Sell
1,615
-235
-13% -$86.2K 0.08% 240
2024
Q4 		$707K Sell
1,850
-35
-2% -$11.4K 0.12% 165
2024
Q3 		$511K Sell
1,885
-140
-7% -$37.2K 0.08% 222
2024
Q2 		$605K Buy
2,025
+230
+13% +$76.9K 0.1% 203
2024
Q1 		$701K Buy
+1,795
New +$830K 0.11% 189
2019
Q2 		– Sell
-10,700
Closed -$6K – 294
2019
Q1 		$6K Buy
+10,700
New +$1.56M ﹤0.01% 184
2014
Q3 		– Sell
-118
Closed -$5K – 491
2014
Q2 		$5K Hold
118
– – ﹤0.01% 429
2014
Q1 		$5K Hold
118
– – ﹤0.01% 389
2013
Q4 		$6K Buy
+118
New +$8.1K ﹤0.01% 393

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

Formidable Asset Management's LULU Position: Q3 2025 in Review

Formidable Asset Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,615 shares — an estimated $457K sold.

Formidable Asset Management first reported a position in LULU in Q4 2013 and held it in 10 quarters. The position peaked at $707K in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Formidable Asset Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Formidable Asset Management sold 1,615 lululemon athletica shares in Q3 2025, an estimated $457K.
  • Formidable Asset Management first reported a position in lululemon athletica in Q4 2013 and held it in 10 quarters.
  • Formidable Asset Management's lululemon athletica position peaked at $707K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Formidable Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.