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Sigma Planning Corp’s lululemon athletica LULU Stock Holding History

Sigma Planning Corp’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 		– Sell
-1,099
Closed -$261K – 1345
2025
Q2 		$261K Sell
1,099
-73
-6% -$20.1K 0.01% 1045
2025
Q1 		$332K Buy
1,172
+157
+15% +$57.6K 0.01% 910
2024
Q4 		$388K Sell
1,015
-61
-6% -$19.9K 0.01% 831
2024
Q3 		$292K Sell
1,076
-285
-21% -$75.6K 0.01% 963
2024
Q2 		$406K Sell
1,361
-210
-13% -$70.2K 0.01% 808
2024
Q1 		$614K Buy
1,571
+1,064
+210% +$492K 0.02% 677
2023
Q4 		$259K Sell
507
-1,083
-68% -$468K 0.02% 676
2023
Q3 		$613K Sell
1,590
-31
-2% -$11.8K 0.02% 622
2023
Q2 		$614K Sell
1,621
-799
-33% -$295K 0.02% 647
2023
Q1 		$882K Sell
2,420
-90
-4% -$28.2K 0.03% 563
2022
Q4 		$804K Buy
2,510
+137
+6% +$45.1K 0.03% 566
2022
Q3 		$664K Sell
2,373
-27
-1% -$8.37K 0.03% 616
2022
Q2 		$654K Sell
2,400
-86
-3% -$27.6K 0.02% 639
2022
Q1 		$908K Sell
2,486
-1,204
-33% -$392K 0.03% 576
2021
Q4 		$1.44M Buy
3,690
+797
+28% +$341K 0.04% 410
2021
Q3 		$1.17M Sell
2,893
-288
-9% -$115K 0.04% 490
2021
Q2 		$1.16M Sell
3,181
-101
-3% -$33.3K 0.03% 501
2021
Q1 		$1.01M Buy
3,282
+531
+19% +$174K 0.03% 500
2020
Q4 		$957K Buy
2,751
+494
+22% +$172K 0.03% 458
2020
Q3 		$743K Buy
2,257
+71
+3% +$23.7K 0.03% 480
2020
Q2 		$682K Buy
+2,186
New +$559K 0.03% 492
2020
Q1 		– Sell
-4,425
Closed -$1.02M – 1032
2019
Q4 		$1.02M Buy
4,425
+96
+2% +$20.5K 0.04% 400
2019
Q3 		$833K Buy
4,329
+1,387
+47% +$259K 0.04% 423
2019
Q2 		$530K Buy
2,942
+1,524
+107% +$265K 0.03% 532
2019
Q1 		$232K Buy
+1,418
New +$207K 0.01% 785

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

Sigma Planning Corp's LULU Position: Q3 2025 in Review

Sigma Planning Corp sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,099 shares — an estimated $261K sold.

Sigma Planning Corp first reported a position in LULU in Q1 2019 and held it in 25 quarters. The position peaked at $1.44M in Q4 2021. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Sigma Planning Corp reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 1,099 lululemon athletica shares in Q3 2025, an estimated $261K.
  • Sigma Planning Corp first reported a position in lululemon athletica in Q1 2019 and held it in 25 quarters.
  • Sigma Planning Corp's lululemon athletica position peaked at $1.44M in Q4 2021.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.