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Montecito Bank & Trust’s lululemon athletica LULU Stock Holding History

Montecito Bank & Trust’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 		$1M Buy
3,546
+523
+17% +$192K 0.18% 131
2024
Q4 		$1.16M Buy
3,023
+502
+20% +$164K 0.2% 115
2024
Q3 		$684K Buy
2,521
+1,173
+87% +$311K 0.12% 173
2024
Q2 		$403K Buy
1,348
+159
+13% +$53.2K 0.08% 206
2024
Q1 		$464K Buy
1,189
+704
+145% +$325K 0.09% 184
2023
Q4 		$248K Buy
+485
New +$210K 0.05% 233

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Montecito Bank & Trust's LULU Position: Q1 2025 in Review

Montecito Bank & Trust increased its lululemon athletica (LULU) stake by 17% in Q1 2025, buying an estimated $192K and bringing the position to 3,546 shares worth $1M. The position accounts for 0.18% of the portfolio, ranked #131.

Montecito Bank & Trust first reported a position in LULU in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Montecito Bank & Trust held 3,546 shares of lululemon athletica worth $1M as of Q1 2025.
  • Montecito Bank & Trust bought 523 lululemon athletica shares in Q1 2025, an estimated $192K.
  • lululemon athletica made up 0.18% of Montecito Bank & Trust's portfolio in Q1 2025, its #131 holding.
  • Montecito Bank & Trust first reported a position in lululemon athletica in Q4 2023 and has held it in 6 quarters since.
  • Montecito Bank & Trust's lululemon athletica position peaked at $1.16M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Montecito Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.