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Occidental Asset Management’s lululemon athletica LULU Stock Holding History

Occidental Asset 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
-1,503
Closed -$267K – 311
2025
Q3 		$267K Buy
1,503
+353
+31% +$70.7K 0.03% 220
2025
Q2 		$273K Buy
1,150
+126
+12% +$34.7K 0.04% 208
2025
Q1 		$290K Buy
1,024
+401
+64% +$147K 0.04% 192
2024
Q4 		$238K Buy
+623
New +$203K 0.04% 189

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Occidental Asset Management's LULU Position: Q4 2025 in Review

Occidental Asset Management sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 1,503 shares — an estimated $267K sold.

Occidental Asset Management first reported a position in LULU in Q4 2024 and held it in 4 quarters. The position peaked at $290K in Q1 2025. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Occidental Asset Management reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Occidental Asset Management sold 1,503 lululemon athletica shares in Q4 2025, an estimated $267K.
  • Occidental Asset Management first reported a position in lululemon athletica in Q4 2024 and held it in 4 quarters.
  • Occidental Asset Management's lululemon athletica position peaked at $290K in Q1 2025.
  • 1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Occidental Asset Management's 13F filing for Q4 2025, filed 8 Jan 2026.