Jackson Grant Investment Advisers’s lululemon athletica LULU Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-10	Closed	-$1.78K	–	412
2025 Q3	$1.78K	Hold	10	–	–	﹤0.01%	398
2025 Q2	$2.38K	Hold	10	–	–	﹤0.01%	362
2025 Q1	$2.83K	Hold	10	–	–	﹤0.01%	345
2024 Q4	$3.82K	Hold	10	–	–	﹤0.01%	338
2024 Q3	$2.71K	Hold	10	–	–	﹤0.01%	360
2024 Q2	$2.99K	Hold	10	–	–	﹤0.01%	347
2024 Q1	$3.91K	Hold	10	–	–	﹤0.01%	318
2023 Q4	$5.11K	Hold	10	–	–	﹤0.01%	289
2023 Q3	$3.86K	Hold	10	–	–	﹤0.01%	306
2023 Q2	$3.79K	Hold	10	–	–	﹤0.01%	317
2023 Q1	$3.64K	Sell	10 -116	-92%	-$36.4K	﹤0.01%	343
2022 Q4	$40.4K	Hold	126	–	–	0.02%	198
2022 Q3	$35K	Hold	126	–	–	0.02%	212
2022 Q2	$34K	Hold	126	–	–	0.02%	224
2022 Q1	$46K	Hold	126	–	–	0.02%	213
2021 Q4	$49K	Hold	126	–	–	0.03%	171
2021 Q3	$51K	Hold	126	–	–	0.02%	203
2021 Q2	$46K	Hold	126	–	–	0.02%	214
2021 Q1	$39K	Hold	126	–	–	0.02%	220
2020 Q4	$44K	Buy	+126	New	+$43.8K	0.02%	194

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jackson Grant Investment Advisers's LULU Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 10 shares — an estimated $1.78K sold.

Jackson Grant Investment Advisers first reported a position in LULU in Q4 2020 and held it in 20 quarters. The position peaked at $51K in Q3 2021. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Jackson Grant Investment Advisers reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 10 lululemon athletica shares in Q4 2025, an estimated $1.78K.
Jackson Grant Investment Advisers first reported a position in lululemon athletica in Q4 2020 and held it in 20 quarters.
Jackson Grant Investment Advisers's lululemon athletica position peaked at $51K in Q3 2021.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.