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Marshall Financial Group (Maryland)’s lululemon athletica LULU Stock Holding History

Marshall Financial Group (Maryland)’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
-4,019
Closed -$715K – 300
2025
Q3 		$715K Buy
4,019
+400
+11% +$80.2K 0.14% 164
2025
Q2 		$860K Buy
3,619
+258
+8% +$71.1K 0.17% 146
2025
Q1 		$951K Buy
3,361
+234
+7% +$85.8K 0.21% 117
2024
Q4 		$1.2M Buy
3,127
+222
+8% +$72.5K 0.29% 85
2024
Q3 		$788K Sell
2,905
-24
-0.8% -$6.37K 0.19% 138
2024
Q2 		$875K Buy
+2,929
New +$979K 0.24% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall Financial Group (Maryland)'s LULU Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 4,019 shares — an estimated $715K sold.

Marshall Financial Group (Maryland) first reported a position in LULU in Q2 2024 and held it in 6 quarters. The position peaked at $1.2M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,019 lululemon athletica shares in Q4 2025, an estimated $715K.
  • Marshall Financial Group (Maryland) first reported a position in lululemon athletica in Q2 2024 and held it in 6 quarters.
  • Marshall Financial Group (Maryland)'s lululemon athletica position peaked at $1.2M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.