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Freedom Investment Management’s lululemon athletica LULU Stock Holding History

Freedom Investment 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
-751
Closed -$213K – 764
2025
Q1 		$213K Sell
751
-40
-5% -$14.7K 0.02% 693
2024
Q4 		$303K Sell
791
-189
-19% -$61.7K 0.03% 592
2024
Q3 		$266K Sell
980
-1,255
-56% -$333K 0.02% 639
2024
Q2 		$668K Sell
2,235
-1,155
-34% -$386K 0.05% 334
2024
Q1 		$1.32M Sell
3,390
-368
-10% -$170K 0.11% 183
2023
Q4 		$1.92M Sell
3,758
-524
-12% -$226K 0.16% 121
2023
Q3 		$1.65M Buy
4,282
+1,387
+48% +$530K 0.2% 115
2023
Q2 		$1.1M Sell
2,895
-639
-18% -$236K 0.12% 215
2023
Q1 		$1.29M Sell
3,534
-3,384
-49% -$1.06M 0.15% 183
2022
Q4 		$2.22M Sell
6,918
-49
-0.7% -$16.1K 0.25% 94
2022
Q3 		$1.95M Buy
6,967
+3,388
+95% +$1.05M 0.22% 107
2022
Q2 		$976K Sell
3,579
-926
-21% -$297K 0.1% 261
2022
Q1 		$1.65M Buy
4,505
+539
+14% +$175K 0.15% 175
2021
Q4 		$1.55M Sell
3,966
-1,978
-33% -$845K 0.11% 233
2021
Q3 		$2.4M Buy
5,944
+2,956
+99% +$1.18M 0.18% 138
2021
Q2 		$1.09M Buy
2,988
+734
+33% +$242K 0.08% 302
2021
Q1 		$691K Buy
2,254
+556
+33% +$183K 0.05% 414
2020
Q4 		$591K Buy
+1,698
New +$590K 0.06% 290
2020
Q1 		– Sell
-1,126
Closed -$261K – 703
2019
Q4 		$261K Buy
+1,126
New +$240K 0.02% 534
2018
Q4 		– Sell
-1,417
Closed -$223K – 847
2018
Q3 		$223K Buy
+1,417
New +$194K 0.01% 809
2015
Q3 		– Sell
-4,135
Closed -$270K – 714
2015
Q2 		$270K Buy
+4,135
New +$269K 0.03% 528

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

Freedom Investment Management's LULU Position: Q2 2025 in Review

Freedom Investment Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 751 shares — an estimated $213K sold.

Freedom Investment Management first reported a position in LULU in Q2 2015 and held it in 21 quarters. The position peaked at $2.4M in Q3 2021. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Freedom Investment Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 751 lululemon athletica shares in Q2 2025, an estimated $213K.
  • Freedom Investment Management first reported a position in lululemon athletica in Q2 2015 and held it in 21 quarters.
  • Freedom Investment Management's lululemon athletica position peaked at $2.4M in Q3 2021.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.