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Global Wealth Management Investment Advisory’s lululemon athletica LULU Stock Holding History

Global Wealth Management Investment Advisory’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
-6,808
Closed -$1.93M – 146
2025
Q1 		$1.93M Buy
6,808
+515
+8% +$189K 0.39% 77
2024
Q4 		$2.41M Buy
6,293
+1,067
+20% +$348K 0.5% 64
2024
Q3 		$1.42M Buy
5,226
+2,001
+62% +$531K 0.31% 84
2024
Q2 		$963K Buy
3,225
+549
+21% +$184K 0.22% 89
2024
Q1 		$1.05M Buy
2,676
+9
+0.3% +$4.16K 0.26% 89
2023
Q4 		$1.36M Buy
2,667
+20
+0.8% +$8.64K 0.35% 72
2023
Q3 		$1.02M Buy
2,647
+210
+9% +$80.2K 0.29% 89
2023
Q2 		$922K Buy
2,437
+2
+0.1% +$738 0.25% 96
2023
Q1 		$887K Buy
+2,435
New +$763K 0.27% 92
2022
Q3 		– Sell
-203
Closed -$55K – 327
2022
Q2 		$55K Buy
203
+6
+3% +$1.92K 0.02% 172
2022
Q1 		$72K Buy
197
+74
+60% +$24.1K 0.02% 173
2021
Q4 		$48K Buy
123
+114
+1,267% +$48.7K 0.01% 192
2021
Q3 		$4K Buy
+9
New +$3.6K ﹤0.01% 375
2019
Q2 		– Sell
-7
Closed -$1K – 747
2019
Q1 		$1K Sell
7
-21
-75% -$3.07K ﹤0.01% 631
2018
Q4 		$3K Buy
+28
New +$3.75K ﹤0.01% 540

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

Global Wealth Management Investment Advisory's LULU Position: Q2 2025 in Review

Global Wealth Management Investment Advisory sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 6,808 shares — an estimated $1.93M sold.

Global Wealth Management Investment Advisory first reported a position in LULU in Q4 2018 and held it in 15 quarters. The position peaked at $2.41M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Global Wealth Management Investment Advisory reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6,808 lululemon athletica shares in Q2 2025, an estimated $1.93M.
  • Global Wealth Management Investment Advisory first reported a position in lululemon athletica in Q4 2018 and held it in 15 quarters.
  • Global Wealth Management Investment Advisory's lululemon athletica position peaked at $2.41M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.