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Pension & Wealth Management Advisors’s lululemon athletica LULU Stock Holding History

Pension & Wealth Management 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 		– Sell
-5
Closed -$1.19K – 560
2025
Q2 		$1.19K Hold
5
– – ﹤0.01% 452
2025
Q1 		$1.42K Hold
5
– – ﹤0.01% 428
2024
Q4 		$1.91K Hold
5
– – ﹤0.01% 424
2024
Q3 		$1.36K Hold
5
– – ﹤0.01% 335
2024
Q2 		$1.49K Buy
+5
New +$1.67K ﹤0.01% 325

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pension & Wealth Management Advisors's LULU Position: Q3 2025 in Review

Pension & Wealth Management Advisors sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 5 shares — an estimated $1.19K sold.

Pension & Wealth Management Advisors first reported a position in LULU in Q2 2024 and held it in 5 quarters. The position peaked at $1.91K in Q4 2024. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Pension & Wealth Management Advisors reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 5 lululemon athletica shares in Q3 2025, an estimated $1.19K.
  • Pension & Wealth Management Advisors first reported a position in lululemon athletica in Q2 2024 and held it in 5 quarters.
  • Pension & Wealth Management Advisors's lululemon athletica position peaked at $1.91K in Q4 2024.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2025, filed 7 Aug 2026.