HM Payson & Co’s lululemon athletica LULU Stock Holding History

HM Payson & Co’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 Q4	–	Sell	-102	Closed	-$18.1K	–	1183
2025 Q3	$18.1K	Buy	+102	New	+$20.4K	﹤0.01%	848
2024 Q3	–	Sell	-2	Closed	-$598	–	1154
2024 Q2	$598	Buy	+2	New	+$669	﹤0.01%	967
2023 Q1	–	Sell	-50	Closed	-$16K	–	1033
2022 Q4	$16K	Sell	50 -25	-33%	-$8.22K	﹤0.01%	704
2022 Q3	$21K	Hold	75	–	–	﹤0.01%	693
2022 Q2	$20K	Hold	75	–	–	﹤0.01%	716
2022 Q1	$27K	Hold	75	–	–	﹤0.01%	690
2021 Q4	$29K	Hold	75	–	–	﹤0.01%	696
2021 Q3	$30K	Hold	75	–	–	﹤0.01%	677
2021 Q2	$27K	Sell	75 -235	-76%	-$77.4K	﹤0.01%	688
2021 Q1	$95K	Sell	310 -125	-29%	-$41K	﹤0.01%	488
2020 Q4	$151K	Sell	435 -25	-5%	-$8.68K	﹤0.01%	429
2020 Q3	$152K	Buy	+460	New	+$154K	﹤0.01%	398

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HM Payson & Co's LULU Position: Q4 2025 in Review

HM Payson & Co sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 102 shares — an estimated $18.1K sold.

HM Payson & Co first reported a position in LULU in Q3 2020 and held it in 12 quarters. The position peaked at $152K in Q3 2020. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

HM Payson & Co reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 102 lululemon athletica shares in Q4 2025, an estimated $18.1K.
HM Payson & Co first reported a position in lululemon athletica in Q3 2020 and held it in 12 quarters.
HM Payson & Co's lululemon athletica position peaked at $152K in Q3 2020.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.