Roman Butler Fullerton & Co’s lululemon athletica LULU Stock Holding History

Roman Butler Fullerton & Co’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	-849	Closed	-$217K	–	260
2025 Q1	$217K	Sell	849 -16	-2%	-$5.87K	0.08%	204
2024 Q4	$349K	Sell	865 -333	-28%	-$109K	0.11%	166
2024 Q3	$344K	Buy	1,198 +303	+34%	+$80.4K	0.1%	183
2024 Q2	$258K	Buy	895 +152	+20%	+$50.8K	0.08%	191
2024 Q1	$269K	Sell	743 -125	-14%	-$57.8K	0.1%	178
2023 Q4	$415K	Buy	+868	New	+$375K	0.16%	142
2022 Q2	–	Sell	-588	Closed	-$215K	–	187
2022 Q1	$215K	Buy	+588	New	+$191K	0.1%	183
2020 Q1	–	Sell	-4,142	Closed	-$960K	–	156
2019 Q4	$960K	Hold	4,142	–	–	0.63%	52
2019 Q3	$797K	Buy	4,142 +20	+0.5%	+$3.74K	0.55%	63
2019 Q2	$743K	Buy	4,122 +44	+1%	+$7.64K	0.5%	65
2019 Q1	$668K	Buy	4,078 +6	+0.1%	+$876	0.47%	70
2018 Q4	$536K	Buy	+4,072	New	+$546K	0.46%	82

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Roman Butler Fullerton & Co's LULU Position: Q2 2025 in Review

Roman Butler Fullerton & Co sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 849 shares — an estimated $217K sold.

Roman Butler Fullerton & Co first reported a position in LULU in Q4 2018 and held it in 12 quarters. The position peaked at $960K in Q4 2019. 1,048 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Roman Butler Fullerton & Co reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Roman Butler Fullerton & Co sold 849 lululemon athletica shares in Q2 2025, an estimated $217K.
Roman Butler Fullerton & Co first reported a position in lululemon athletica in Q4 2018 and held it in 12 quarters.
Roman Butler Fullerton & Co's lululemon athletica position peaked at $960K in Q4 2019.
1,048 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2025, filed 30 Jul 2025.