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JDM Financial Group’s lululemon athletica LULU Stock Holding History

JDM Financial Group’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
-2
Closed -$566 – 288
2025
Q1 		$566 Hold
2
– – ﹤0.01% 291
2024
Q4 		$765 Hold
2
– – ﹤0.01% 311
2024
Q3 		$543 Buy
+2
New +$531 ﹤0.01% 382

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

JDM Financial Group's LULU Position: Q2 2025 in Review

JDM Financial Group sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 2 shares — an estimated $566 sold.

JDM Financial Group first reported a position in LULU in Q3 2024 and held it in 3 quarters. The position peaked at $765 in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • JDM Financial Group reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 2 lululemon athletica shares in Q2 2025, an estimated $566.
  • JDM Financial Group first reported a position in lululemon athletica in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's lululemon athletica position peaked at $765 in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.