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Forte Capital’s lululemon athletica LULU Stock Holding History

Forte Capital’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 		$7.93M Buy
33,372
+776
+2% +$214K 0.85% 35
2025
Q1 		$9.23M Buy
32,596
+655
+2% +$240K 1.09% 29
2024
Q4 		$12.2M Buy
31,941
+2,776
+10% +$906K 1.37% 23
2024
Q3 		$7.91M Sell
29,165
-1,435
-5% -$381K 0.9% 30
2024
Q2 		$9.14M Sell
30,600
-75
-0.2% -$25.1K 1.1% 25
2024
Q1 		$12M Buy
30,675
+574
+2% +$265K 1.48% 21
2023
Q4 		$15.4M Sell
30,101
-453
-1% -$196K 2.11% 12
2023
Q3 		$11.8M Sell
30,554
-849
-3% -$324K 1.81% 17
2023
Q2 		$11.9M Sell
31,403
-61
-0.2% -$22.5K 1.71% 18
2023
Q1 		$11.5M Buy
31,464
+2,388
+8% +$749K 1.75% 19
2022
Q4 		$9.32M Buy
29,076
+636
+2% +$209K 1.6% 21
2022
Q3 		$7.95M Buy
28,440
+624
+2% +$193K 1.44% 20
2022
Q2 		$7.58M Buy
27,816
+262
+1% +$84K 1.32% 24
2022
Q1 		$10.8M Sell
27,554
-155
-0.6% -$50.4K 1.36% 28
2021
Q4 		$10.8M Buy
27,709
+631
+2% +$270K 1.37% 27
2021
Q3 		$11M Buy
27,078
+3,266
+14% +$1.31M 1.48% 28
2021
Q2 		$8.69M Buy
23,812
+1,830
+8% +$603K 1.18% 30
2021
Q1 		$6.74M Buy
21,982
+1,217
+6% +$400K 1.04% 32
2020
Q4 		$7.23M Buy
20,765
+1,808
+10% +$628K 1.11% 32
2020
Q3 		$6.24M Buy
18,957
+17,308
+1,050% +$5.78M 1.15% 29
2020
Q2 		$515K Buy
+1,649
New +$422K 0.11% 116

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Forte Capital's LULU Position: Q2 2025 in Review

Forte Capital increased its lululemon athletica (LULU) stake by 2.4% in Q2 2025, buying an estimated $214K and bringing the position to 33,372 shares worth $7.93M. The position accounts for 0.85% of the portfolio, ranked #35.

Forte Capital first reported a position in LULU in Q2 2020 and has held it in 21 quarters since. The position peaked at $15.4M in Q4 2023. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Forte Capital held 33,372 shares of lululemon athletica worth $7.93M as of Q2 2025.
  • Forte Capital bought 776 lululemon athletica shares in Q2 2025, an estimated $214K.
  • lululemon athletica made up 0.85% of Forte Capital's portfolio in Q2 2025, its #35 holding.
  • Forte Capital first reported a position in lululemon athletica in Q2 2020 and has held it in 21 quarters since.
  • Forte Capital's lululemon athletica position peaked at $15.4M in Q4 2023.
  • 1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.