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Ipswich Investment Management’s lululemon athletica LULU Stock Holding History

Ipswich Investment 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
-845
Closed -$239K – 193
2025
Q1 		$239K Buy
845
+35
+4% +$12.8K 0.06% 167
2024
Q4 		$310K Hold
810
– – 0.07% 148
2024
Q3 		$220K Hold
810
– – 0.05% 183
2024
Q2 		$242K Hold
810
– – 0.06% 174
2024
Q1 		$316K Buy
810
+80
+11% +$37K 0.07% 155
2023
Q4 		$373K Sell
730
-55
-7% -$23.8K 0.09% 138
2023
Q3 		$303K Hold
785
– – 0.08% 147
2023
Q2 		$297K Hold
785
– – 0.08% 153
2023
Q1 		$286K Sell
785
-20
-2% -$6.27K 0.08% 152
2022
Q4 		$258K Sell
805
-9
-1% -$2.96K 0.07% 157
2022
Q3 		$228K Hold
814
– – 0.07% 159
2022
Q2 		$222K Hold
814
– – 0.06% 167
2022
Q1 		$297K Hold
814
– – 0.07% 160
2021
Q4 		$319K Sell
814
-120
-13% -$51.3K 0.07% 169
2021
Q3 		$378K Sell
934
-5
-0.5% -$2K 0.1% 150
2021
Q2 		$343K Sell
939
-150
-14% -$49.4K 0.09% 159
2021
Q1 		$334K Hold
1,089
– – 0.09% 150
2020
Q4 		$379K Hold
1,089
– – 0.11% 132
2020
Q3 		$359K Sell
1,089
-86
-7% -$28.7K 0.12% 128
2020
Q2 		$367K Hold
1,175
– – 0.13% 124
2020
Q1 		$223K Buy
1,175
+15
+1% +$3.36K 0.09% 143
2019
Q4 		$269K Sell
1,160
-5
-0.4% -$1.07K 0.08% 156
2019
Q3 		$224K Hold
1,165
– – 0.07% 166
2019
Q2 		$210K Buy
+1,165
New +$202K 0.07% 171
2019
Q1 		– Sell
-920
Closed -$112K – 298
2018
Q4 		$112K Buy
+920
New +$123K 0.04% 204

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

Ipswich Investment Management's LULU Position: Q2 2025 in Review

Ipswich Investment Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 845 shares — an estimated $239K sold.

Ipswich Investment Management first reported a position in LULU in Q4 2018 and held it in 25 quarters. The position peaked at $379K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Ipswich Investment Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Ipswich Investment Management sold 845 lululemon athletica shares in Q2 2025, an estimated $239K.
  • Ipswich Investment Management first reported a position in lululemon athletica in Q4 2018 and held it in 25 quarters.
  • Ipswich Investment Management's lululemon athletica position peaked at $379K in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Ipswich Investment Management's 13F filing for Q2 2025, filed 16 Jul 2025.