API
LULU icon

Asset Planning Inc’s lululemon athletica LULU Stock Holding History

Asset Planning Inc’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
2026
Q1 		$13K Hold
85
– – 0.01% 230
2025
Q4 		$17.7K Hold
85
– – 0.01% 210
2025
Q3 		$15.1K Hold
85
– – 0.01% 220
2025
Q2 		$20.2K Hold
85
– – 0.02% 202
2025
Q1 		$24.1K Hold
85
– – 0.02% 199
2024
Q4 		$32.5K Buy
+85
New +$27.8K 0.02% 179

Other funds holding LULU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Asset Planning Inc's LULU Position: Q1 2026 in Review

Asset Planning Inc held its lululemon athletica (LULU) position steady in Q1 2026 at 85 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #230.

Asset Planning Inc first reported a position in LULU in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.5K in Q4 2024. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Asset Planning Inc held 85 shares of lululemon athletica worth $13K as of Q1 2026.
  • Asset Planning Inc left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #230 holding.
  • Asset Planning Inc first reported a position in lululemon athletica in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's lululemon athletica position peaked at $32.5K in Q4 2024.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.