New England Research & Management’s lululemon athletica LULU Stock Holding History

New England Research & 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	-9,950	Closed	-$1.77M	–	167
2025 Q3	$1.77M	Buy	+9,950	New	+$1.99M	0.81%	38
2025 Q2	–	Sell	-1,062	Closed	-$301K	–	164
2025 Q1	$301K	Buy	+1,062	New	+$390K	0.15%	128
2024 Q4	–	Sell	-1,050	Closed	-$285K	–	167
2024 Q3	$285K	Buy	+1,050	New	+$279K	0.13%	139
2014 Q4	–	Sell	-11,725	Closed	-$493K	–	183
2014 Q3	$493K	Sell	11,725 -5,350	-31%	-$215K	0.43%	100
2014 Q2	$691K	Sell	17,075 -1,200	-7%	-$54.7K	0.62%	69
2014 Q1	$961K	Sell	18,275 -725	-4%	-$36.2K	0.88%	37
2013 Q4	$1.12M	Buy	+19,000	New	+$1.3M	1.08%	23

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

New England Research & Management's LULU Position: Q4 2025 in Review

New England Research & Management sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 9,950 shares — an estimated $1.77M sold.

New England Research & Management first reported a position in LULU in Q4 2013 and held it in 7 quarters. The position peaked at $1.77M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

New England Research & Management reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
New England Research & Management sold 9,950 lululemon athletica shares in Q4 2025, an estimated $1.77M.
New England Research & Management first reported a position in lululemon athletica in Q4 2013 and held it in 7 quarters.
New England Research & Management's lululemon athletica position peaked at $1.77M in Q3 2025.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on New England Research & Management's 13F filing for Q4 2025, filed 7 Jan 2026.