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Gilliland Jeter Wealth Management’s lululemon athletica LULU Stock Holding History

Gilliland Jeter Wealth 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
-1,077
Closed -$305K – 183
2025
Q1 		$305K Sell
1,077
-35
-3% -$12.8K 0.11% 140
2024
Q4 		$425K Sell
1,112
-208
-16% -$67.9K 0.14% 116
2024
Q3 		$358K Sell
1,320
-1,077
-45% -$286K 0.12% 133
2024
Q2 		$716K Buy
2,397
+185
+8% +$61.9K 0.24% 84
2024
Q1 		$864K Sell
2,212
-28
-1% -$12.9K 0.3% 73
2023
Q4 		$1.15M Buy
+2,240
New +$968K 0.47% 59

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

Gilliland Jeter Wealth Management's LULU Position: Q2 2025 in Review

Gilliland Jeter Wealth Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,077 shares — an estimated $305K sold.

Gilliland Jeter Wealth Management first reported a position in LULU in Q4 2023 and held it in 6 quarters. The position peaked at $1.15M in Q4 2023. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Gilliland Jeter Wealth Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,077 lululemon athletica shares in Q2 2025, an estimated $305K.
  • Gilliland Jeter Wealth Management first reported a position in lululemon athletica in Q4 2023 and held it in 6 quarters.
  • Gilliland Jeter Wealth Management's lululemon athletica position peaked at $1.15M in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.