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Stone House Investment Management’s lululemon athletica LULU Stock Holding History

Stone House Investment 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 		– Sell
-29
Closed -$8.21K – 552
2025
Q1 		$8.21K Buy
+29
New +$10.6K ﹤0.01% 271
2024
Q4 		– Sell
-29
Closed -$7.87K – 220
2024
Q3 		$7.87K Hold
29
– – ﹤0.01% 239
2024
Q2 		$8.66K Hold
29
– – ﹤0.01% 231
2024
Q1 		$11.3K Hold
29
– – ﹤0.01% 222
2023
Q4 		$14.8K Hold
29
– – 0.01% 140
2023
Q3 		$11.2K Hold
29
– – ﹤0.01% 159
2023
Q2 		$11K Hold
29
– – ﹤0.01% 157
2023
Q1 		$10.6K Buy
+29
New +$9.09K ﹤0.01% 157

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 $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Stone House Investment Management's LULU Position: Q2 2025 in Review

Stone House Investment Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 29 shares — an estimated $8.21K sold.

Stone House Investment Management first reported a position in LULU in Q1 2023 and held it in 8 quarters. The position peaked at $14.8K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Stone House Investment Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Stone House Investment Management sold 29 lululemon athletica shares in Q2 2025, an estimated $8.21K.
  • Stone House Investment Management first reported a position in lululemon athletica in Q1 2023 and held it in 8 quarters.
  • Stone House Investment Management's lululemon athletica position peaked at $14.8K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.