M.E. Allison & Co’s lululemon athletica LULU Stock Holding History

M.E. Allison & Co’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 Q4	–	Sell	-1,285	Closed	-$229K	–	186
2025 Q3	$229K	Buy	+1,285	New	+$257K	0.16%	158

Other funds holding LULU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

M.E. Allison & Co's LULU Position: Q4 2025 in Review

M.E. Allison & Co sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,285 shares — an estimated $229K sold.

M.E. Allison & Co first reported a position in LULU in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

M.E. Allison & Co reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
M.E. Allison & Co sold 1,285 lululemon athletica shares in Q4 2025, an estimated $229K.
M.E. Allison & Co first reported a position in lululemon athletica in Q3 2025 and held it in 1 quarter.
M.E. Allison & Co's lululemon athletica position peaked at $229K in Q3 2025.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on M.E. Allison & Co's 13F filing for Q4 2025, filed 12 Jan 2026.