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MMA Asset Management’s lululemon athletica LULU Stock Holding History

MMA Asset 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
Q4 		– Sell
-200
Closed -$35.6K – 250
2025
Q3 		$35.6K Buy
+200
New +$40.1K 0.01% 215
2024
Q2 		– Sell
-200
Closed -$78.1K – 187
2024
Q1 		$78.1K Buy
+200
New +$92.5K 0.04% 137

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

MMA Asset Management's LULU Position: Q4 2025 in Review

MMA Asset Management sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 200 shares — an estimated $35.6K sold.

MMA Asset Management first reported a position in LULU in Q1 2024 and held it in 2 quarters. The position peaked at $78.1K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • MMA Asset Management reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 200 lululemon athletica shares in Q4 2025, an estimated $35.6K.
  • MMA Asset Management first reported a position in lululemon athletica in Q1 2024 and held it in 2 quarters.
  • MMA Asset Management's lululemon athletica position peaked at $78.1K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.