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Wealth Advisors of Tampa Bay’s lululemon athletica LULU Stock Holding History

Wealth Advisors of Tampa Bay’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
-4,432
Closed -$1.05M – 99
2025
Q2 		$1.05M Buy
4,432
+105
+2% +$28.9K 0.4% 61
2025
Q1 		$1.22M Hold
4,327
– – 0.5% 57
2024
Q4 		$1.65M Buy
4,327
+60
+1% +$19.6K 0.71% 46
2024
Q3 		$1.16M Buy
4,267
+1,030
+32% +$273K 0.48% 59
2024
Q2 		$967K Buy
3,237
+530
+20% +$177K 0.45% 62
2024
Q1 		$1.06M Hold
2,707
– – 0.5% 58
2023
Q4 		$1.38M Sell
2,707
-2,807
-51% -$1.21M 0.7% 49
2023
Q3 		$2.13M Buy
5,514
+2,757
+100% +$1.05M 0.59% 55
2023
Q2 		$1.04M Sell
2,757
-725
-21% -$267K 0.57% 52
2023
Q1 		$1.27M Buy
3,482
+897
+35% +$281K 0.73% 47
2022
Q4 		$828K Hold
2,585
– – 0.51% 53
2022
Q3 		$723K Sell
2,585
-2,785
-52% -$863K 0.5% 54
2022
Q2 		$1.46M Buy
5,370
+120
+2% +$38.5K 0.45% 57
2022
Q1 		$1.92M Buy
5,250
+170
+3% +$55.3K 0.52% 57
2021
Q4 		$1.99M Buy
5,080
+2,575
+103% +$1.1M 0.49% 63
2021
Q3 		$1.01M Hold
2,505
– – 0.56% 59
2021
Q2 		$914K Buy
2,505
+1,015
+68% +$334K 0.51% 60
2021
Q1 		$457K Buy
+1,490
New +$489K 0.27% 70

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealth Advisors of Tampa Bay's LULU Position: Q3 2025 in Review

Wealth Advisors of Tampa Bay sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 4,432 shares — an estimated $1.05M sold.

Wealth Advisors of Tampa Bay first reported a position in LULU in Q1 2021 and held it in 18 quarters. The position peaked at $2.13M in Q3 2023. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Wealth Advisors of Tampa Bay reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 4,432 lululemon athletica shares in Q3 2025, an estimated $1.05M.
  • Wealth Advisors of Tampa Bay first reported a position in lululemon athletica in Q1 2021 and held it in 18 quarters.
  • Wealth Advisors of Tampa Bay's lululemon athletica position peaked at $2.13M in Q3 2023.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2025, filed 13 Nov 2025.