SIA
LULU icon

Schear Investment Advisers’s lululemon athletica LULU Stock Holding History

Schear Investment Advisers’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
-2,875
Closed -$512K – 81
2025
Q3 		$512K Sell
2,875
-468
-14% -$93.8K 0.23% 73
2025
Q2 		$794K Buy
3,343
+82
+3% +$22.6K 0.39% 67
2025
Q1 		$923K Buy
3,261
+216
+7% +$79.2K 0.53% 58
2024
Q4 		$1.16M Sell
3,045
-189
-6% -$61.7K 0.62% 50
2024
Q3 		$878K Buy
3,234
+201
+7% +$53.3K 0.54% 59
2024
Q2 		$906K Buy
3,033
+229
+8% +$76.6K 0.65% 56
2024
Q1 		$1.1M Buy
2,804
+959
+52% +$443K 0.88% 38
2023
Q4 		$943K Buy
1,845
+4
+0.2% +$1.73K 0.91% 37
2023
Q3 		$710K Sell
1,841
-90
-5% -$34.4K 0.77% 44
2023
Q2 		$731K Buy
1,931
+752
+64% +$277K 0.77% 46
2023
Q1 		$429K Buy
1,179
+73
+7% +$22.9K 0.51% 61
2022
Q4 		$354K Buy
+1,106
New +$364K 0.44% 72

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

Schear Investment Advisers's LULU Position: Q4 2025 in Review

Schear Investment Advisers sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 2,875 shares — an estimated $512K sold.

Schear Investment Advisers first reported a position in LULU in Q4 2022 and held it in 12 quarters. The position peaked at $1.16M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Schear Investment Advisers reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Schear Investment Advisers sold 2,875 lululemon athletica shares in Q4 2025, an estimated $512K.
  • Schear Investment Advisers first reported a position in lululemon athletica in Q4 2022 and held it in 12 quarters.
  • Schear Investment Advisers's lululemon athletica position peaked at $1.16M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Schear Investment Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.