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IRON Financial’s lululemon athletica LULU Stock Holding History

IRON Financial’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
-875
Closed -$208K – 154
2025
Q2 		$208K Sell
875
-3
-0.3% -$826 0.11% 120
2025
Q1 		$249K Sell
878
-2
-0.2% -$734 0.14% 88
2024
Q4 		$337K Buy
880
+17
+2% +$5.55K 0.19% 69
2024
Q3 		$234K Buy
+863
New +$229K 0.13% 86

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

IRON Financial's LULU Position: Q3 2025 in Review

IRON Financial sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 875 shares — an estimated $208K sold.

IRON Financial first reported a position in LULU in Q3 2024 and held it in 4 quarters. The position peaked at $337K in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • IRON Financial reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • IRON Financial sold 875 lululemon athletica shares in Q3 2025, an estimated $208K.
  • IRON Financial first reported a position in lululemon athletica in Q3 2024 and held it in 4 quarters.
  • IRON Financial's lululemon athletica position peaked at $337K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on IRON Financial's 13F filing for Q3 2025, filed 24 Oct 2025.