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Shell Asset Management’s lululemon athletica LULU Stock Holding History

Shell Asset Management’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 		$390K Sell
2,191
-4,864
-69% -$975K 0.04% 378
2025
Q2 		$1.68M Buy
7,055
+1,722
+32% +$474K 0.06% 298
2025
Q1 		$1.51M Sell
5,333
-169
-3% -$62K 0.07% 234
2024
Q4 		$2.1M Sell
5,502
-51
-0.9% -$16.6K 0.09% 198
2024
Q3 		$1.51M Buy
+5,553
New +$1.47M 0.07% 242
2024
Q1 		$882K Sell
2,953
-2,898
-50% -$1.34M 0.04% 325
2023
Q4 		$2.99M Sell
5,851
-1,492
-20% -$645K 0.14% 145
2023
Q3 		$2.83M Sell
7,343
-118
-2% -$45.1K 0.12% 180
2023
Q2 		$2.82M Sell
7,461
-653
-8% -$241K 0.11% 182
2023
Q1 		$2.96M Buy
8,114
+361
+5% +$113K 0.12% 177
2022
Q4 		$2.48M Sell
7,753
-57
-0.7% -$18.7K 0.11% 195
2022
Q3 		$2.18M Sell
7,810
-2,167
-22% -$672K 0.09% 231
2022
Q2 		$2.72M Buy
9,977
+219
+2% +$70.2K 0.08% 244
2022
Q1 		$3.56M Sell
9,758
-106
-1% -$34.5K 0.08% 236
2021
Q4 		$3.86M Buy
9,864
+1,053
+12% +$450K 0.08% 240
2021
Q3 		$3.57M Buy
8,811
+144
+2% +$57.7K 0.08% 239
2021
Q2 		$3.16M Sell
8,667
-659
-7% -$217K 0.06% 286
2021
Q1 		$2.86M Sell
9,326
-2,686
-22% -$882K 0.06% 302
2020
Q4 		$4.18M Buy
12,012
+2,175
+22% +$755K 0.09% 253
2020
Q3 		$3.24M Buy
9,837
+1,267
+15% +$423K 0.08% 255
2020
Q2 		$2.67M Buy
8,570
+2,247
+36% +$575K 0.07% 273
2020
Q1 		$1.2M Sell
6,323
-3,810
-38% -$852K 0.03% 385
2019
Q4 		$2.35M Buy
10,133
+714
+8% +$152K 0.05% 342
2019
Q3 		$1.81M Hold
9,419
– – 0.04% 362
2019
Q2 		$1.7M Buy
9,419
+3,190
+51% +$554K 0.04% 395
2019
Q1 		$1.02M Hold
6,229
– – 0.02% 555
2018
Q4 		$758K Sell
6,229
-3,291
-35% -$441K 0.02% 640
2018
Q3 		$1.55M Buy
9,520
+262
+3% +$35.9K 0.03% 462
2018
Q2 		$1.16M Buy
9,258
+3,650
+65% +$389K 0.02% 603
2018
Q1 		$500K Hold
5,608
– – 0.01% 911
2017
Q4 		$441K Hold
5,608
– – 0.01% 942
2017
Q3 		$349K Sell
5,608
-680
-11% -$41K 0.01% 955
2017
Q2 		$375K Hold
6,288
– – 0.01% 961
2017
Q1 		$326K Hold
6,288
– – 0.01% 992
2016
Q4 		$409K Hold
6,288
– – 0.01% 933
2016
Q3 		$383K Buy
6,288
+245
+4% +$18.1K 0.01% 914
2016
Q2 		$446K Sell
6,043
-398
-6% -$26.4K 0.01% 756
2016
Q1 		$436K Buy
6,441
+803
+14% +$48.2K 0.01% 722
2015
Q4 		$296K Sell
5,638
-12,279
-69% -$619K 0.01% 789
2015
Q3 		$753K Buy
17,917
+7,898
+79% +$481K 0.01% 730
2015
Q2 		$654K Sell
10,019
-415
-4% -$27K 0.01% 704
2015
Q1 		$668K Sell
10,434
-4,981
-32% -$319K 0.01% 731
2014
Q4 		$860K Sell
15,415
-2,502
-14% -$114K 0.01% 731
2014
Q3 		$753K Hold
17,917
– – 0.01% 755
2014
Q2 		$725K Hold
17,917
– – 0.01% 779
2014
Q1 		$942K Hold
17,917
– – 0.02% 723
2013
Q4 		$1.06M Sell
17,917
-9,996
-36% -$686K 0.02% 677
2013
Q3 		$2.04M Sell
27,913
-2,098
-7% -$146K 0.04% 477
2013
Q2 		$1.97M Buy
+30,011
New +$2.18M 0.04% 467

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

Shell Asset Management's LULU Position: Q3 2025 in Review

Shell Asset Management reduced its lululemon athletica (LULU) stake by 69% in Q3 2025, selling an estimated $975K and leaving 2,191 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #378.

Shell Asset Management first reported a position in LULU in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.18M in Q4 2020. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Shell Asset Management held 2,191 shares of lululemon athletica worth $390K as of Q3 2025.
  • Shell Asset Management sold 4,864 lululemon athletica shares in Q3 2025, an estimated $975K.
  • lululemon athletica made up 0.04% of Shell Asset Management's portfolio in Q3 2025, its #378 holding.
  • Shell Asset Management first reported a position in lululemon athletica in Q2 2013 and has held it in 49 quarters since.
  • Shell Asset Management's lululemon athletica position peaked at $4.18M in Q4 2020.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.