Morgan Stanley’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $280M | Sell |
1,827,500
-369,658
| -17% | -$66.3M | 0.02% | 778 |
|
|
2025
Q4 | $457M | Buy |
2,197,158
+59,282
| +3% | +$10.7M | 0.03% | 564 |
|
|
2025
Q3 | $380M | Buy |
2,137,876
+208,369
| +11% | +$41.8M | 0.02% | 622 |
|
|
2025
Q2 | $458M | Sell |
1,929,507
-107,937
| -5% | -$29.7M | 0.03% | 533 |
|
|
2025
Q1 | $577M | Sell |
2,037,444
-245,509
| -11% | -$90.1M | 0.04% | 422 |
|
|
2024
Q4 | $873M | Buy |
2,282,953
+175,936
| +8% | +$57.4M | 0.06% | 287 |
|
|
2024
Q3 | $572M | Buy |
2,107,017
+42,129
| +2% | +$11.2M | 0.04% | 420 |
|
|
2024
Q2 | $617M | Buy |
2,064,888
+53,693
| +3% | +$18M | 0.05% | 361 |
|
|
2024
Q1 | $786M | Sell |
2,011,195
-2,018,753
| -50% | -$933M | 0.06% | 282 |
|
|
2023
Q4 | $2.06B | Buy |
4,029,948
+2,095,265
| +108% | +$905M | 0.09% | 206 |
|
|
2023
Q3 | $746M | Buy |
1,934,683
+437,069
| +29% | +$167M | 0.08% | 249 |
|
|
2023
Q2 | $567M | Buy |
1,497,614
+197,572
| +15% | +$72.9M | 0.06% | 324 |
|
|
2023
Q1 | $473M | Buy |
1,300,042
+26,865
| +2% | +$8.42M | 0.05% | 363 |
|
|
2022
Q4 | $408M | Buy |
1,273,177
+128,563
| +11% | +$42.3M | 0.05% | 405 |
|
|
2022
Q3 | $320M | Buy |
1,144,614
+80,315
| +8% | +$24.9M | 0.04% | 413 |
|
|
2022
Q2 | $290M | Buy |
1,064,299
+146,212
| +16% | +$46.9M | 0.04% | 460 |
|
|
2022
Q1 | $335M | Sell |
918,087
-867,898
| -49% | -$282M | 0.05% | 374 |
|
|
2021
Q4 | $699M | Sell |
1,785,985
-103,128
| -5% | -$44.1M | 0.09% | 226 |
|
|
2021
Q3 | $765M | Buy |
1,889,113
+120,341
| +7% | +$48.2M | 0.1% | 195 |
|
|
2021
Q2 | $646M | Sell |
1,768,772
-70,095
| -4% | -$23.1M | 0.09% | 215 |
|
|
2021
Q1 | $564M | Sell |
1,838,867
-86,343
| -4% | -$28.3M | 0.08% | 219 |
|
|
2020
Q4 | $670M | Buy |
1,925,210
+138,438
| +8% | +$48.1M | 0.1% | 190 |
|
|
2020
Q3 | $589M | Buy |
1,786,772
+579,369
| +48% | +$193M | 0.11% | 182 |
|
|
2020
Q2 | $377M | Sell |
1,207,403
-78,647
| -6% | -$20.1M | 0.08% | 221 |
|
|
2020
Q1 | $244M | Buy |
1,286,050
+130,574
| +11% | +$29.2M | 0.07% | 261 |
|
|
2019
Q4 | $268M | Buy |
1,155,476
+239,390
| +26% | +$51M | 0.06% | 297 |
|
|
2019
Q3 | $176M | Buy |
916,086
+152,059
| +20% | +$28.4M | 0.05% | 372 |
|
|
2019
Q2 | $138M | Sell |
764,027
-1,071
| -0.1% | -$186K | 0.04% | 455 |
|
|
2019
Q1 | $125M | Buy |
765,098
+59,745
| +8% | +$8.73M | 0.04% | 473 |
|
|
2018
Q4 | $85.8M | Sell |
705,353
-52,799
| -7% | -$7.08M | 0.03% | 576 |
|
|
2018
Q3 | $123M | Buy |
758,152
+77,767
| +11% | +$10.7M | 0.03% | 523 |
|
|
2018
Q2 | $84.9M | Sell |
680,385
-751,573
| -52% | -$80.1M | 0.02% | 650 |
|
|
2018
Q1 | $128M | Buy |
1,431,958
+895,868
| +167% | +$71.7M | 0.04% | 478 |
|
|
2017
Q4 | $42.1M | Sell |
536,090
-102,458
| -16% | -$6.83M | 0.01% | 1070 |
|
|
2017
Q3 | $39.7M | Sell |
638,548
-49,653
| -7% | -$2.99M | 0.01% | 1046 |
|
|
2017
Q2 | $41.1M | Sell |
688,201
-132,840
| -16% | -$6.92M | 0.01% | 1021 |
|
|
2017
Q1 | $42.6M | Buy |
821,041
+292,183
| +55% | +$19.2M | 0.01% | 1005 |
|
|
2016
Q4 | $34.4M | Sell |
528,858
-616,441
| -54% | -$36.8M | 0.01% | 1102 |
|
|
2016
Q3 | $69.8M | Sell |
1,145,299
-34,450
| -3% | -$2.54M | 0.02% | 674 |
|
|
2016
Q2 | $87.1M | Sell |
1,179,749
-853,620
| -42% | -$56.6M | 0.03% | 555 |
|
|
2016
Q1 | $138M | Buy |
2,033,369
+19,804
| +1% | +$1.19M | 0.05% | 382 |
|
|
2015
Q4 | $106M | Sell |
2,013,565
-477,572
| -19% | -$24.1M | 0.04% | 468 |
|
|
2015
Q3 | $126M | Sell |
2,491,137
-246,416
| -9% | -$15M | 0.05% | 398 |
|
|
2015
Q2 | $179M | Sell |
2,737,553
-345,747
| -11% | -$22.5M | 0.06% | 333 |
|
|
2015
Q1 | $197M | Sell |
3,083,300
-334,643
| -10% | -$21.4M | 0.07% | 301 |
|
|
2014
Q4 | $191M | Buy |
3,417,943
+618,695
| +22% | +$28.2M | 0.07% | 302 |
|
|
2014
Q3 | $118M | Buy |
2,799,248
+2,406,290
| +612% | +$96.9M | 0.05% | 454 |
|
|
2014
Q2 | $15.9M | Buy |
392,958
+87,984
| +29% | +$4.01M | 0.01% | 1615 |
|
|
2014
Q1 | $16M | Sell |
304,974
-229,271
| -43% | -$11.4M | 0.01% | 1558 |
|
|
2013
Q4 | $31.5M | Buy |
534,245
+290,923
| +120% | +$20M | 0.01% | 1022 |
|
|
2013
Q3 | $17.8M | Sell |
243,322
-267,615
| -52% | -$18.7M | 0.01% | 1318 |
|
|
2013
Q2 | $33.5M | Buy |
+510,937
| New | +$37M | 0.02% | 851 |
|
Other funds holding LULU
VCM
VPM
