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Glass Jacobson Investment Advisors’s lululemon athletica LULU Stock Holding History

Glass Jacobson Investment Advisors’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
-40
Closed -$15.3K – 716
2025
Q1 		$15.3K Hold
40
– – 0.01% 555
2024
Q4 		$15.3K Hold
40
– – 0.01% 555
2024
Q3 		$10.9K Hold
40
– – ﹤0.01% 558
2024
Q2 		$11.9K Hold
40
– – ﹤0.01% 534
2024
Q1 		$15.6K Hold
40
– – 0.01% 510
2023
Q4 		$20.5K Hold
40
– – 0.01% 439
2023
Q3 		$15.4K Hold
40
– – 0.01% 453
2023
Q2 		$15.1K Buy
+40
New +$14.8K 0.01% 457
2022
Q4 		$13.8K Buy
+43
New +$14.1K 0.01% 475

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

Glass Jacobson Investment Advisors's LULU Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 40 shares — an estimated $15.3K sold.

Glass Jacobson Investment Advisors first reported a position in LULU in Q4 2022 and held it in 9 quarters. The position peaked at $20.5K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 40 lululemon athletica shares in Q2 2025, an estimated $15.3K.
  • Glass Jacobson Investment Advisors first reported a position in lululemon athletica in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's lululemon athletica position peaked at $20.5K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.