LGA
LULU icon

Lebenthal Global Advisors’s lululemon athletica LULU Stock Holding History

Lebenthal Global 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
Q3 		– Sell
-2,916
Closed -$693K – 204
2025
Q2 		$693K Buy
2,916
+65
+2% +$17.9K 0.13% 114
2025
Q1 		$807K Buy
2,851
+153
+6% +$56.1K 0.15% 89
2024
Q4 		$1.03M Buy
2,698
+1,565
+138% +$511K 0.19% 84
2024
Q3 		$307K Buy
1,133
+215
+23% +$57.1K 0.06% 158
2024
Q2 		$274K Sell
918
-521
-36% -$174K 0.06% 160
2024
Q1 		$562K Buy
1,439
+96
+7% +$44.4K 0.12% 103
2023
Q4 		$687K Buy
+1,343
New +$580K 0.16% 83

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

Lebenthal Global Advisors's LULU Position: Q3 2025 in Review

Lebenthal Global Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2,916 shares — an estimated $693K sold.

Lebenthal Global Advisors first reported a position in LULU in Q4 2023 and held it in 7 quarters. The position peaked at $1.03M in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Lebenthal Global Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,916 lululemon athletica shares in Q3 2025, an estimated $693K.
  • Lebenthal Global Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 7 quarters.
  • Lebenthal Global Advisors's lululemon athletica position peaked at $1.03M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Lebenthal Global Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.