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Shelton Capital Management’s lululemon athletica LULU Stock Holding History

Shelton Capital 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
Q4 		– Sell
-9,840
Closed -$1.75M – 746
2025
Q3 		$1.75M Sell
9,840
-3,942
-29% -$790K 0.04% 229
2025
Q2 		$3.27M Sell
13,782
-231
-2% -$63.6K 0.08% 189
2025
Q1 		$3.97M Sell
14,013
-733
-5% -$269K 0.09% 173
2024
Q4 		$5.64M Sell
14,746
-691
-4% -$226K 0.14% 145
2024
Q3 		$4.19M Hold
15,437
– – 0.11% 170
2024
Q2 		$4.61M Hold
15,437
– – 0.13% 159
2024
Q1 		$6.03M Buy
15,437
+228
+1% +$105K 0.17% 133
2023
Q4 		$7.78M Buy
15,209
+1,912
+14% +$826K 0.25% 93
2023
Q3 		$5.13M Buy
13,297
+2,945
+28% +$1.13M 0.19% 135
2023
Q2 		$3.92M Buy
10,352
+424
+4% +$156K 0.14% 156
2023
Q1 		$3.62M Buy
9,928
+281
+3% +$88.1K 0.15% 148
2022
Q4 		$3.09M Sell
9,647
-1,190
-11% -$391K 0.32% 104
2022
Q3 		$3.03M Hold
10,837
– – 0.14% 155
2022
Q2 		$2.95M Hold
10,837
– – 0.13% 168
2022
Q1 		$3.96M Buy
10,837
+494
+5% +$161K 0.15% 156
2021
Q4 		$4.05M Hold
10,343
– – 0.14% 157
2021
Q3 		$4.19M Buy
10,343
+206
+2% +$82.5K 0.16% 145
2021
Q2 		$3.7M Hold
10,137
– – 0.14% 162
2021
Q1 		$3.11M Buy
10,137
+1,089
+12% +$357K 0.11% 180
2020
Q4 		$3.15M Sell
9,048
-4,900
-35% -$1.7M 0.14% 150
2020
Q3 		$4.59M Buy
13,948
+4,900
+54% +$1.64M 0.19% 117
2020
Q2 		$2.82M Hold
9,048
– – 0.16% 129
2020
Q1 		$1.72M Sell
9,048
-103
-1% -$23K 0.12% 157
2019
Q4 		$2.12M Sell
9,151
-346
-4% -$73.7K 0.12% 159
2019
Q3 		$1.83M Sell
9,497
-1,300
-12% -$243K 0.11% 171
2019
Q2 		$1.95M Buy
10,797
+9,028
+510% +$1.57M 0.11% 170
2019
Q1 		$10.8K Buy
+1,769
New +$258K 0.04% 375

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shelton Capital Management's LULU Position: Q4 2025 in Review

Shelton Capital Management sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 9,840 shares — an estimated $1.75M sold.

Shelton Capital Management first reported a position in LULU in Q1 2019 and held it in 27 quarters. The position peaked at $7.78M in Q4 2023. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

  • Shelton Capital Management reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
  • Shelton Capital Management sold 9,840 lululemon athletica shares in Q4 2025, an estimated $1.75M.
  • Shelton Capital Management first reported a position in lululemon athletica in Q1 2019 and held it in 27 quarters.
  • Shelton Capital Management's lululemon athletica position peaked at $7.78M in Q4 2023.
  • 1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.