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Marietta Wealth Management’s lululemon athletica LULU Stock Holding History

Marietta Wealth 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
Q3 		– Sell
-18,492
Closed -$4.39M – 124
2025
Q2 		$4.39M Buy
18,492
+1,079
+6% +$297K 0.57% 69
2025
Q1 		$4.93M Sell
17,413
-4,247
-20% -$1.56M 0.72% 63
2024
Q4 		$8.28M Buy
21,660
+105
+0.5% +$34.3K 1.19% 27
2024
Q3 		$5.85M Buy
21,555
+3,531
+20% +$937K 0.85% 52
2024
Q2 		$5.38M Buy
18,024
+1,670
+10% +$558K 0.84% 53
2024
Q1 		$6.39M Sell
16,354
-564
-3% -$261K 1.05% 36
2023
Q4 		$8.65M Sell
16,918
-245
-1% -$106K 1.54% 19
2023
Q3 		$6.62M Sell
17,163
-768
-4% -$293K 1.31% 24
2023
Q2 		$6.79M Sell
17,931
-309
-2% -$114K 1.28% 25
2023
Q1 		$6.64M Buy
18,240
+33
+0.2% +$10.3K 1.41% 20
2022
Q4 		$5.83M Buy
18,207
+18
+0.1% +$5.92K 1.32% 28
2022
Q3 		$5.08M Buy
18,189
+402
+2% +$125K 1.27% 30
2022
Q2 		$4.85M Buy
17,787
+825
+5% +$264K 1.17% 38
2022
Q1 		$6.2M Buy
16,962
+2,219
+15% +$722K 1.3% 28
2021
Q4 		$5.77M Sell
14,743
-302
-2% -$129K 1.16% 35
2021
Q3 		$6.09M Buy
15,045
+26
+0.2% +$10.4K 1.33% 28
2021
Q2 		$5.48M Buy
15,019
+662
+5% +$218K 1.24% 29
2021
Q1 		$4.4M Buy
14,357
+3,409
+31% +$1.12M 1.1% 35
2020
Q4 		$3.81M Buy
10,948
+1,065
+11% +$370K 1.05% 38
2020
Q3 		$3.25M Sell
9,883
-253
-2% -$84.4K 1.01% 39
2020
Q2 		$3.16M Buy
10,136
+2,974
+42% +$761K 1.08% 43
2020
Q1 		$1.36M Buy
+7,162
New +$1.6M 0.53% 66

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Marietta Wealth Management's LULU Position: Q3 2025 in Review

Marietta Wealth Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 18,492 shares — an estimated $4.39M sold.

Marietta Wealth Management first reported a position in LULU in Q1 2020 and held it in 22 quarters. The position peaked at $8.65M in Q4 2023. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Marietta Wealth Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Marietta Wealth Management sold 18,492 lululemon athletica shares in Q3 2025, an estimated $4.39M.
  • Marietta Wealth Management first reported a position in lululemon athletica in Q1 2020 and held it in 22 quarters.
  • Marietta Wealth Management's lululemon athletica position peaked at $8.65M in Q4 2023.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Marietta Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.