Mach-1 Financial Group’s lululemon athletica LULU Stock Holding History

Mach-1 Financial Group’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	-785	Closed	-$300K	–	248
2024 Q4	$300K	Sell	785 -87	-10%	-$28.4K	0.54%	40
2024 Q3	$237K	Buy	872 +20	+2%	+$5.31K	0.15%	77
2024 Q2	$254K	Sell	852 -62	-7%	-$20.7K	0.17%	59
2024 Q1	$357K	Sell	914 -860	-48%	-$398K	0.27%	40
2023 Q4	$907K	Buy	1,774 +369	+26%	+$159K	0.34%	62
2023 Q3	$542K	Sell	1,405 -170	-11%	-$65K	0.22%	96
2023 Q2	$596K	Buy	1,575 +641	+69%	+$237K	0.17%	91
2023 Q1	$340M	Sell	934 -375	-29%	-$118K	2.16%	11
2022 Q4	$419K	Hold	1,309	–	–	0.14%	152
2022 Q3	$365K	Hold	1,309	–	–	0.38%	19
2022 Q2	$356K	Buy	+1,309	New	+$419K	0.24%	24
2021 Q1	–	Sell	-1,714	Closed	-$596K	–	196
2020 Q4	$596K	Buy	+1,714	New	+$595K	0.65%	39

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

Mach-1 Financial Group's LULU Position: Q1 2025 in Review

Mach-1 Financial Group sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 785 shares — an estimated $300K sold.

Mach-1 Financial Group first reported a position in LULU in Q4 2020 and held it in 12 quarters. The position peaked at $340M in Q1 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Mach-1 Financial Group reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Mach-1 Financial Group sold 785 lululemon athletica shares in Q1 2025, an estimated $300K.
Mach-1 Financial Group first reported a position in lululemon athletica in Q4 2020 and held it in 12 quarters.
Mach-1 Financial Group's lululemon athletica position peaked at $340M in Q1 2023.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Mach-1 Financial Group's 13F filing for Q1 2025, filed 14 May 2025.