Smith Anglin Financial’s lululemon athletica LULU Stock Holding History

Smith Anglin Financial’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	–	Sell	-851	Closed	-$241K	–	218
2025 Q1	$241K	Sell	851 -38	-4%	-$13.9K	0.03%	178
2024 Q4	$340K	Hold	889	–	–	0.03%	147
2024 Q3	$241K	Buy	889 +101	+13%	+$26.8K	0.02%	173
2024 Q2	$235K	Buy	788 +100	+15%	+$33.4K	0.02%	158
2024 Q1	$269K	Hold	688	–	–	0.03%	146
2023 Q4	$352K	Sell	688 -62	-8%	-$26.8K	0.04%	124
2023 Q3	$289K	Hold	750	–	–	0.04%	135
2023 Q2	$284K	Sell	750 -371	-33%	-$137K	0.03%	138
2023 Q1	$408K	Buy	+1,121	New	+$351K	0.06%	104

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Smith Anglin Financial's LULU Position: Q2 2025 in Review

Smith Anglin Financial sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 851 shares — an estimated $241K sold.

Smith Anglin Financial first reported a position in LULU in Q1 2023 and held it in 9 quarters. The position peaked at $408K in Q1 2023. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Smith Anglin Financial reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Smith Anglin Financial sold 851 lululemon athletica shares in Q2 2025, an estimated $241K.
Smith Anglin Financial first reported a position in lululemon athletica in Q1 2023 and held it in 9 quarters.
Smith Anglin Financial's lululemon athletica position peaked at $408K in Q1 2023.
1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.