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West Oak Capital’s lululemon athletica LULU Stock Holding History

West Oak Capital’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
-9
Closed -$21 – 292
2025
Q2 		$21 Hold
9
– – ﹤0.01% 269
2025
Q1 		$25 Hold
9
– – ﹤0.01% 270
2024
Q4 		$34K Buy
+9
New +$2.94K ﹤0.01% 266
2020
Q1 		– Sell
-125
Closed -$29K – 302
2019
Q4 		$29K Sell
125
-75
-38% -$16K 0.02% 196
2019
Q3 		$39K Buy
200
+75
+60% +$14K 0.02% 189
2019
Q2 		$23K Buy
+125
New +$21.7K 0.01% 217

Other funds holding LULU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

West Oak Capital's LULU Position: Q3 2025 in Review

West Oak Capital sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 9 shares — an estimated $21 sold.

West Oak Capital first reported a position in LULU in Q2 2019 and held it in 6 quarters. The position peaked at $39K in Q3 2019. 926 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • West Oak Capital reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 9 lululemon athletica shares in Q3 2025, an estimated $21.
  • West Oak Capital first reported a position in lululemon athletica in Q2 2019 and held it in 6 quarters.
  • West Oak Capital's lululemon athletica position peaked at $39K in Q3 2019.
  • 926 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.