NWAM LLC’s lululemon athletica LULU Stock Holding History

NWAM LLC’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	–	Sell	-529	Closed	-$202K	–	563
2024 Q4	$202K	Buy	+529	New	+$173K	0.01%	569

Other funds holding LULU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NWAM LLC's LULU Position: Q1 2025 in Review

NWAM LLC sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 529 shares — an estimated $202K sold.

NWAM LLC first reported a position in LULU in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

NWAM LLC reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
NWAM LLC sold 529 lululemon athletica shares in Q1 2025, an estimated $202K.
NWAM LLC first reported a position in lululemon athletica in Q4 2024 and held it in 1 quarter.
NWAM LLC's lululemon athletica position peaked at $202K in Q4 2024.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.