Midwest Capital Advisors’s lululemon athletica LULU Stock Holding History

Midwest Capital 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 Q4	–	Sell	-430	Closed	-$76.5K	–	211
2025 Q3	$76.5K	Hold	430	–	–	0.04%	72
2025 Q2	$102K	Hold	430	–	–	0.05%	67
2025 Q1	$122K	Hold	430	–	–	0.07%	61
2024 Q4	$164K	Buy	+430	New	+$140K	0.12%	54

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

Midwest Capital Advisors's LULU Position: Q4 2025 in Review

Midwest Capital Advisors sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 430 shares — an estimated $76.5K sold.

Midwest Capital Advisors first reported a position in LULU in Q4 2024 and held it in 4 quarters. The position peaked at $164K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Midwest Capital Advisors reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Midwest Capital Advisors sold 430 lululemon athletica shares in Q4 2025, an estimated $76.5K.
Midwest Capital Advisors first reported a position in lululemon athletica in Q4 2024 and held it in 4 quarters.
Midwest Capital Advisors's lululemon athletica position peaked at $164K in Q4 2024.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Midwest Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.