Lauterbach Financial Advisors’s lululemon athletica LULU Stock Holding History

Lauterbach Financial 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 Q1	–	Sell	-600	Closed	-$229K	–	77
2024 Q4	$229K	Buy	+600	New	+$196K	0.14%	65
2024 Q2	–	Sell	-600	Closed	-$234K	–	67
2024 Q1	$234K	Hold	600	–	–	0.15%	61
2023 Q4	$307K	Hold	600	–	–	0.21%	43
2023 Q3	$231K	Hold	600	–	–	0.18%	53
2023 Q2	$227K	Hold	600	–	–	0.17%	55
2023 Q1	$219K	Buy	+600	New	+$188K	0.18%	55
2022 Q2	–	Sell	-600	Closed	-$219K	–	51
2022 Q1	$219K	Buy	+600	New	+$195K	0.2%	46

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lauterbach Financial Advisors's LULU Position: Q1 2025 in Review

Lauterbach Financial Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 600 shares — an estimated $229K sold.

Lauterbach Financial Advisors first reported a position in LULU in Q1 2022 and held it in 7 quarters. The position peaked at $307K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Lauterbach Financial Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Lauterbach Financial Advisors sold 600 lululemon athletica shares in Q1 2025, an estimated $229K.
Lauterbach Financial Advisors first reported a position in lululemon athletica in Q1 2022 and held it in 7 quarters.
Lauterbach Financial Advisors's lululemon athletica position peaked at $307K in Q4 2023.
1,136 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.