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LM Advisors’s lululemon athletica LULU Stock Holding History

LM 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
-537
Closed -$205K – 217
2024
Q4 		$205K Buy
+537
New +$175K 0.04% 186
2024
Q1 		– Sell
-500
Closed -$256K – 509
2023
Q4 		$256K Buy
+500
New +$216K 0.05% 172

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LM Advisors's LULU Position: Q1 2025 in Review

LM Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 537 shares — an estimated $205K sold.

LM Advisors first reported a position in LULU in Q4 2023 and held it in 2 quarters. The position peaked at $256K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • LM Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • LM Advisors sold 537 lululemon athletica shares in Q1 2025, an estimated $205K.
  • LM Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 2 quarters.
  • LM Advisors's lululemon athletica position peaked at $256K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on LM Advisors's 13F filing for Q1 2025, filed 13 May 2025.