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Shorepath Capital Management’s lululemon athletica LULU Stock Holding History

Shorepath 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
Q2 		$1.33M Sell
5,616
-4,121
-42% -$1.14M 1.1% 19
2025
Q1 		$2.76M Sell
9,737
-96
-1% -$35.2K 2.08% 19
2024
Q4 		$3.76M Sell
9,833
-1,325
-12% -$433K 2.69% 19
2024
Q3 		$3.03M Buy
11,158
+1,488
+15% +$395K 2.22% 19
2024
Q2 		$2.89M Buy
9,670
+2,352
+32% +$786K 2.22% 19
2024
Q1 		$2.86M Buy
7,318
+1,008
+16% +$466K 2.26% 19
2023
Q4 		$3.23M Buy
+6,310
New +$2.73M 2.86% 19

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Shorepath Capital Management's LULU Position: Q2 2025 in Review

Shorepath Capital Management reduced its lululemon athletica (LULU) stake by 42% in Q2 2025, selling an estimated $1.14M and leaving 5,616 shares worth $1.33M. The position accounts for 1.1% of the portfolio, ranked #19.

Shorepath Capital Management first reported a position in LULU in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.76M in Q4 2024. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Shorepath Capital Management held 5,616 shares of lululemon athletica worth $1.33M as of Q2 2025.
  • Shorepath Capital Management sold 4,121 lululemon athletica shares in Q2 2025, an estimated $1.14M.
  • lululemon athletica made up 1.1% of Shorepath Capital Management's portfolio in Q2 2025, its #19 holding.
  • Shorepath Capital Management first reported a position in lululemon athletica in Q4 2023 and has held it in 7 quarters since.
  • Shorepath Capital Management's lululemon athletica position peaked at $3.76M in Q4 2024.
  • 1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Shorepath Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.