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West Coast Financial’s lululemon athletica LULU Stock Holding History

West Coast Financial’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
-29,102
Closed -$8.24M – 89
2025
Q1 		$8.24M Sell
29,102
-898
-3% -$329K 0.94% 31
2024
Q4 		$11.5M Buy
30,000
+320
+1% +$104K 1.26% 19
2024
Q3 		$8.05M Buy
+29,680
New +$7.88M 0.89% 40

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $14.7B AUM 12.5% 1-Year Est. Return

West Coast Financial's LULU Position: Q2 2025 in Review

West Coast Financial sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 29,102 shares — an estimated $8.24M sold.

West Coast Financial first reported a position in LULU in Q3 2024 and held it in 3 quarters. The position peaked at $11.5M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • West Coast Financial reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 29,102 lululemon athletica shares in Q2 2025, an estimated $8.24M.
  • West Coast Financial first reported a position in lululemon athletica in Q3 2024 and held it in 3 quarters.
  • West Coast Financial's lululemon athletica position peaked at $11.5M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.