Sowell Financial Services’s lululemon athletica LULU Stock Holding History

Sowell Financial Services’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	-1,016	Closed	-$241K	–	1110
2025 Q2	$241K	Sell	1,016 -1,826	-64%	-$503K	0.01%	881
2025 Q1	$805K	Buy	+2,842	New	+$1.04M	0.04%	450
2021 Q2	–	Sell	-782	Closed	-$251K	–	1788
2021 Q1	$251K	Sell	782 -128	-14%	-$42K	0.01%	922
2020 Q4	$317K	Buy	910 +470	+107%	+$163K	0.01%	675
2020 Q3	$145K	Sell	440 -1,091	-71%	-$364K	0.01%	843
2020 Q2	$478K	Buy	1,531 +1,218	+389%	+$311K	0.03%	469
2020 Q1	$59K	Sell	313 -958	-75%	-$214K	﹤0.01%	999
2019 Q4	$294K	Buy	1,271 +1,211	+2,018%	+$258K	0.02%	600
2019 Q3	$12K	Buy	+60	New	+$11.2K	﹤0.01%	1474

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

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

Sowell Financial Services's LULU Position: Q3 2025 in Review

Sowell Financial Services sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,016 shares — an estimated $241K sold.

Sowell Financial Services first reported a position in LULU in Q3 2019 and held it in 9 quarters. The position peaked at $805K in Q1 2025. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Sowell Financial Services reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Sowell Financial Services sold 1,016 lululemon athletica shares in Q3 2025, an estimated $241K.
Sowell Financial Services first reported a position in lululemon athletica in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's lululemon athletica position peaked at $805K in Q1 2025.
926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.