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Lifestyle Asset Management’s lululemon athletica LULU Stock Holding History

Lifestyle Asset Management’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
-977
Closed -$277K – 137
2025
Q1 		$277K Sell
977
-30
-3% -$11K 0.15% 87
2024
Q4 		$385K Buy
1,007
+7
+0.7% +$2.29K 0.21% 66
2024
Q3 		$271K Buy
1,000
+285
+40% +$75.6K 0.15% 85
2024
Q2 		$214K Buy
+715
New +$239K 0.12% 96
2024
Q1 		– Sell
-439
Closed -$224K – 111
2023
Q4 		$224K Buy
+439
New +$190K 0.12% 78

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

Lifestyle Asset Management's LULU Position: Q2 2025 in Review

Lifestyle Asset Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 977 shares — an estimated $277K sold.

Lifestyle Asset Management first reported a position in LULU in Q4 2023 and held it in 5 quarters. The position peaked at $385K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Lifestyle Asset Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 977 lululemon athletica shares in Q2 2025, an estimated $277K.
  • Lifestyle Asset Management first reported a position in lululemon athletica in Q4 2023 and held it in 5 quarters.
  • Lifestyle Asset Management's lululemon athletica position peaked at $385K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.