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Optimum Investment Advisors’s lululemon athletica LULU Stock Holding History

Optimum Investment Advisors’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 		$4.98K Hold
28
– – ﹤0.01% 549
2025
Q2 		$6.65K Hold
28
– – ﹤0.01% 531
2025
Q1 		$7.93K Hold
28
– – ﹤0.01% 533
2024
Q4 		$10.7K Hold
28
– – ﹤0.01% 501
2024
Q3 		$7.6K Hold
28
– – ﹤0.01% 550
2024
Q2 		$8.36K Hold
28
– – ﹤0.01% 534
2024
Q1 		$10.9K Hold
28
– – 0.01% 517
2023
Q4 		$14.3K Hold
28
– – 0.01% 480
2023
Q3 		$10.8K Sell
28
-100
-78% -$38.2K 0.01% 534
2023
Q2 		$48.4K Buy
128
+100
+357% +$36.9K 0.02% 374
2023
Q1 		$10.2K Sell
28
-35
-56% -$11K 0.01% 565
2022
Q4 		$20.2K Hold
63
– – 0.01% 487
2022
Q3 		$18K Hold
63
– – 0.01% 512
2022
Q2 		$17K Sell
63
-40
-39% -$12.8K 0.01% 536
2022
Q1 		$38K Hold
103
– – 0.02% 485
2021
Q4 		$40K Buy
103
+40
+63% +$17.1K 0.02% 504
2021
Q3 		$25K Hold
63
– – 0.01% 566
2021
Q2 		$23K Buy
63
+22
+54% +$7.25K 0.01% 639
2021
Q1 		$13K Buy
41
+5
+14% +$1.64K ﹤0.01% 732
2020
Q4 		$13K Hold
36
– – ﹤0.01% 688
2020
Q3 		$12K Buy
+36
New +$12K ﹤0.01% 673
2020
Q2 		– Sell
-434
Closed -$82K – 899
2020
Q1 		$82K Buy
+434
New +$97.1K 0.03% 342
2019
Q3 		– Sell
-500
Closed -$90K – 1013
2019
Q2 		$90K Buy
500
+433
+646% +$75.2K 0.03% 393
2019
Q1 		$11K Sell
67
-1,375
-95% -$201K ﹤0.01% 792
2018
Q4 		$175K Buy
1,442
+1,375
+2,052% +$184K 0.06% 277
2018
Q3 		$11K Hold
67
– – ﹤0.01% 827
2018
Q2 		$8K Hold
67
– – ﹤0.01% 875
2018
Q1 		$6K Buy
+67
New +$5.36K ﹤0.01% 878

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Optimum Investment Advisors's LULU Position: Q3 2025 in Review

Optimum Investment Advisors held its lululemon athletica (LULU) position steady in Q3 2025 at 28 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Optimum Investment Advisors first reported a position in LULU in Q1 2018 and has held it in 28 quarters since. The position peaked at $175K in Q4 2018. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Optimum Investment Advisors held 28 shares of lululemon athletica worth $4.98K as of Q3 2025.
  • Optimum Investment Advisors left its lululemon athletica share count unchanged in Q3 2025.
  • lululemon athletica made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #549 holding.
  • Optimum Investment Advisors first reported a position in lululemon athletica in Q1 2018 and has held it in 28 quarters since.
  • Optimum Investment Advisors's lululemon athletica position peaked at $175K in Q4 2018.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.