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Wealth Management Partners’s lululemon athletica LULU Stock Holding History

Wealth Management Partners’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
-567
Closed -$217K – 121
2024
Q4 		$217K Buy
+567
New +$185K 0.09% 111
2022
Q1 		– Sell
-1,000
Closed -$207K – 119
2021
Q4 		$207K Buy
1,000
+466
+87% +$199K 0.14% 103
2021
Q3 		$216K Buy
+534
New +$214K 0.16% 102
2021
Q2 		– Sell
-769
Closed -$235K – 118
2021
Q1 		$235K Sell
769
-1
-0.1% -$328 0.18% 109
2020
Q4 		$255K Buy
+770
New +$267K 0.2% 102

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

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

Wealth Management Partners sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 567 shares — an estimated $217K sold.

Wealth Management Partners first reported a position in LULU in Q4 2020 and held it in 5 quarters. The position peaked at $255K in Q4 2020. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Wealth Management Partners reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Wealth Management Partners sold 567 lululemon athletica shares in Q1 2025, an estimated $217K.
  • Wealth Management Partners first reported a position in lululemon athletica in Q4 2020 and held it in 5 quarters.
  • Wealth Management Partners's lululemon athletica position peaked at $255K in Q4 2020.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Wealth Management Partners's 13F filing for Q1 2025, filed 10 Apr 2025.