IPG Investment Advisors’s lululemon athletica LULU Stock Holding History

IPG Investment Advisors’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	-1,587	Closed	-$449K	–	194
2025 Q1	$449K	Buy	+1,587	New	+$582K	0.1%	106
2024 Q2	–	Sell	-1,072	Closed	-$419K	–	191
2024 Q1	$419K	Buy	+1,072	New	+$496K	0.09%	107
2023 Q4	–	Sell	-610	Closed	-$235K	–	207
2023 Q3	$235K	Buy	+610	New	+$233K	0.05%	139
2022 Q4	–	Sell	-722	Closed	-$202K	–	150
2022 Q3	$202K	Buy	+722	New	+$224K	0.06%	120
2017 Q2	–	Sell	-6,000	Closed	-$311K	–	152
2017 Q1	$311K	Buy	+6,000	New	+$395K	0.14%	95
2014 Q3	–	Sell	-7,190	Closed	-$291K	–	119
2014 Q2	$291K	Buy	7,190 +149	+2%	+$6.8K	0.13%	74
2014 Q1	$372K	Buy	+7,041	New	+$351K	0.17%	52

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

IPG Investment Advisors's LULU Position: Q2 2025 in Review

IPG Investment Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,587 shares — an estimated $449K sold.

IPG Investment Advisors first reported a position in LULU in Q1 2014 and held it in 7 quarters. The position peaked at $449K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

IPG Investment Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
IPG Investment Advisors sold 1,587 lululemon athletica shares in Q2 2025, an estimated $449K.
IPG Investment Advisors first reported a position in lululemon athletica in Q1 2014 and held it in 7 quarters.
IPG Investment Advisors's lululemon athletica position peaked at $449K in Q1 2025.
1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on IPG Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.