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Howard Financial Services’s lululemon athletica LULU Stock Holding History

Howard Financial Services’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
-861
Closed -$244K – 193
2025
Q1 		$244K Sell
861
-23
-3% -$8.44K 0.03% 159
2024
Q4 		$338K Buy
884
+48
+6% +$15.7K 0.05% 133
2024
Q3 		$227K Buy
836
+21
+3% +$5.57K 0.03% 149
2024
Q2 		$243K Buy
815
+24
+3% +$8.02K 0.04% 135
2024
Q1 		$309K Hold
791
– – 0.05% 121
2023
Q4 		$404K Buy
791
+6
+0.8% +$2.59K 0.08% 99
2023
Q3 		$303K Sell
785
-100
-11% -$38.2K 0.07% 112
2023
Q2 		$335K Hold
885
– – 0.08% 98
2023
Q1 		$322K Buy
+885
New +$277K 0.08% 103

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

Howard Financial Services's LULU Position: Q2 2025 in Review

Howard Financial Services sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 861 shares — an estimated $244K sold.

Howard Financial Services first reported a position in LULU in Q1 2023 and held it in 9 quarters. The position peaked at $404K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Howard Financial Services reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Howard Financial Services sold 861 lululemon athletica shares in Q2 2025, an estimated $244K.
  • Howard Financial Services first reported a position in lululemon athletica in Q1 2023 and held it in 9 quarters.
  • Howard Financial Services's lululemon athletica position peaked at $404K in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Howard Financial Services's 13F filing for Q2 2025, filed 2 Jul 2025.