Narwhal Capital Management’s lululemon athletica LULU Stock Holding History

Narwhal Capital 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 Q3	–	Sell	-22,921	Closed	-$5.45M	–	169
2025 Q2	$5.45M	Buy	22,921 +4,144	+22%	+$1.14M	0.44%	54
2025 Q1	$5.32M	Buy	18,777 +13,600	+263%	+$4.99M	0.47%	53
2024 Q4	$1.98M	Buy	5,177 +1,668	+48%	+$545K	0.18%	84
2024 Q3	$952K	Buy	3,509 +2,829	+416%	+$751K	0.09%	103
2024 Q2	$203K	Buy	+680	New	+$227K	0.02%	156
2023 Q4	–	Sell	-1,482	Closed	-$571K	–	169
2023 Q3	$571K	Buy	+1,482	New	+$566K	0.07%	124

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Narwhal Capital Management's LULU Position: Q3 2025 in Review

Narwhal Capital Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 22,921 shares — an estimated $5.45M sold.

Narwhal Capital Management first reported a position in LULU in Q3 2023 and held it in 6 quarters. The position peaked at $5.45M in Q2 2025. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Narwhal Capital Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Narwhal Capital Management sold 22,921 lululemon athletica shares in Q3 2025, an estimated $5.45M.
Narwhal Capital Management first reported a position in lululemon athletica in Q3 2023 and held it in 6 quarters.
Narwhal Capital Management's lululemon athletica position peaked at $5.45M in Q2 2025.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Narwhal Capital Management's 13F filing for Q3 2025, filed 24 Oct 2025.