Stephens Consulting’s lululemon athletica LULU Stock Holding History

Stephens Consulting’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	-4	Closed	-$951	–	844
2025 Q2	$951	Buy	+4	New	+$1.1K	﹤0.01%	697
2024 Q4	–	Sell	-21	Closed	-$5.7K	–	531
2024 Q3	$5.7K	Hold	21	–	–	﹤0.01%	385
2024 Q2	$6.27K	Hold	21	–	–	﹤0.01%	384
2024 Q1	$8.2K	Sell	21 -12	-36%	-$5.55K	﹤0.01%	325
2023 Q4	$16.9K	Hold	33	–	–	0.01%	270
2023 Q3	$12.7K	Hold	33	–	–	0.01%	290
2023 Q2	$12.5K	Hold	33	–	–	﹤0.01%	288
2023 Q1	$12K	Hold	33	–	–	0.01%	295
2022 Q4	$10.6K	Hold	33	–	–	0.01%	289
2022 Q3	$9.22K	Hold	33	–	–	0.01%	348
2022 Q2	$9K	Hold	33	–	–	0.01%	341
2022 Q1	$12.1K	Sell	33 -17	-34%	-$5.53K	0.01%	333
2021 Q4	$19.6K	Buy	+50	New	+$21.4K	0.02%	295

Other funds holding LULU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stephens Consulting's LULU Position: Q3 2025 in Review

Stephens Consulting sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 4 shares — an estimated $951 sold.

Stephens Consulting first reported a position in LULU in Q4 2021 and held it in 13 quarters. The position peaked at $19.6K in Q4 2021. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Stephens Consulting reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 4 lululemon athletica shares in Q3 2025, an estimated $951.
Stephens Consulting first reported a position in lululemon athletica in Q4 2021 and held it in 13 quarters.
Stephens Consulting's lululemon athletica position peaked at $19.6K in Q4 2021.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.