RMP
LULU icon

Richards, Merrill & Peterson’s lululemon athletica LULU Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-196
Closed -$55.5K – 354
2025
Q1 		$55.5K Sell
196
-15
-7% -$5.5K 0.03% 242
2024
Q4 		$80.7K Buy
+211
New +$68.9K 0.04% 204

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Richards, Merrill & Peterson's LULU Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 196 shares — an estimated $55.5K sold.

Richards, Merrill & Peterson first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $80.7K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 196 lululemon athletica shares in Q2 2025, an estimated $55.5K.
  • Richards, Merrill & Peterson first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's lululemon athletica position peaked at $80.7K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.