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Venturi Wealth Management’s lululemon athletica LULU Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-298
Closed -$114K – 1305
2024
Q4 		$114K Sell
298
-93
-24% -$30.4K 0.01% 719
2024
Q3 		$106K Buy
391
+6
+2% +$1.59K 0.01% 550
2024
Q2 		$115K Sell
385
-45
-10% -$15K 0.01% 482
2024
Q1 		$168K Sell
430
-12
-3% -$5.55K 0.01% 366
2023
Q4 		$226K Buy
442
+51
+13% +$22K 0.02% 336
2023
Q3 		$151K Buy
391
+56
+17% +$21.4K 0.01% 360
2023
Q2 		$127K Hold
335
– – 0.01% 354
2023
Q1 		$122K Buy
+335
New +$105K 0.01% 377

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Venturi Wealth Management's LULU Position: Q1 2025 in Review

Venturi Wealth Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 298 shares — an estimated $114K sold.

Venturi Wealth Management first reported a position in LULU in Q1 2023 and held it in 8 quarters. The position peaked at $226K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Venturi Wealth Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 298 lululemon athletica shares in Q1 2025, an estimated $114K.
  • Venturi Wealth Management first reported a position in lululemon athletica in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's lululemon athletica position peaked at $226K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.