Hohimer Wealth Management’s lululemon athletica LULU Stock Holding History

Hohimer 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	-1,866	Closed	-$528K	–	286
2025 Q1	$528K	Buy	+1,866	New	+$685K	0.1%	156
2024 Q1	–	Sell	-2,328	Closed	-$1.19M	–	237
2023 Q4	$1.19M	Sell	2,328 -3	-0.1%	-$1.3K	0.3%	94
2023 Q3	$899K	Buy	2,331 +34	+1%	+$13K	0.26%	107
2023 Q2	$869K	Sell	2,297 -95	-4%	-$35.1K	0.24%	111
2023 Q1	$871K	Buy	2,392 +1,504	+169%	+$472K	0.25%	103
2022 Q4	$284K	Buy	+888	New	+$292K	0.09%	138
2021 Q1	–	Sell	-1,153	Closed	-$401K	–	207
2020 Q4	$401K	Hold	1,153	–	–	0.11%	144
2020 Q3	$388K	Sell	1,153 -3,991	-78%	-$1.33M	0.11%	145
2020 Q2	$1.6M	Sell	5,144 -703	-12%	-$180K	0.55%	64
2020 Q1	$1.33M	Sell	5,847 -177	-3%	-$39.6K	0.56%	72
2019 Q4	$1.4M	Buy	+6,024	New	+$1.28M	0.49%	95

Other funds holding LULU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Hohimer Wealth Management's LULU Position: Q2 2025 in Review

Hohimer Wealth Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,866 shares — an estimated $528K sold.

Hohimer Wealth Management first reported a position in LULU in Q4 2019 and held it in 11 quarters. The position peaked at $1.6M in Q2 2020. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Hohimer Wealth Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Hohimer Wealth Management sold 1,866 lululemon athletica shares in Q2 2025, an estimated $528K.
Hohimer Wealth Management first reported a position in lululemon athletica in Q4 2019 and held it in 11 quarters.
Hohimer Wealth Management's lululemon athletica position peaked at $1.6M in Q2 2020.
1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Hohimer Wealth Management's 13F filing for Q2 2025, filed 19 Aug 2025.