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Investment Partners Asset Management’s lululemon athletica LULU Stock Holding History

Investment Partners Asset 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
Q3 		– Sell
-894
Closed -$212K – 162
2025
Q2 		$212K Buy
894
+28
+3% +$7.71K 0.15% 143
2025
Q1 		$245K Buy
866
+146
+20% +$53.6K 0.19% 127
2024
Q4 		$275K Buy
+720
New +$235K 0.22% 119
2024
Q2 		– Sell
-620
Closed -$242K – 136
2024
Q1 		$242K Hold
620
– – 0.22% 118
2023
Q4 		$317K Buy
+620
New +$268K 0.32% 97

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Investment Partners Asset Management's LULU Position: Q3 2025 in Review

Investment Partners Asset Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 894 shares — an estimated $212K sold.

Investment Partners Asset Management first reported a position in LULU in Q4 2023 and held it in 5 quarters. The position peaked at $317K in Q4 2023. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Investment Partners Asset Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Investment Partners Asset Management sold 894 lululemon athletica shares in Q3 2025, an estimated $212K.
  • Investment Partners Asset Management first reported a position in lululemon athletica in Q4 2023 and held it in 5 quarters.
  • Investment Partners Asset Management's lululemon athletica position peaked at $317K in Q4 2023.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Investment Partners Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.