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Center for Financial Planning’s lululemon athletica LULU Stock Holding History

Center for Financial Planning’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
Q2 		$220K Buy
1,925
+418
+28% +$55.8K 0.02% 167
2026
Q1 		$231K Buy
1,507
+595
+65% +$107K 0.02% 159
2025
Q4 		$190K Buy
912
+350
+62% +$63.4K 0.02% 176
2025
Q3 		$100K Buy
562
+122
+28% +$24.4K 0.01% 228
2025
Q2 		$105K Buy
440
+42
+11% +$11.6K 0.01% 216
2025
Q1 		$113K Buy
398
+140
+54% +$51.4K 0.01% 194
2024
Q4 		$98.7K Buy
258
+208
+416% +$67.9K 0.01% 198
2024
Q3 		$13.6K Sell
50
-80
-62% -$21.2K ﹤0.01% 371
2024
Q2 		$38.8K Hold
130
– – 0.01% 265
2024
Q1 		$50.8K Buy
130
+80
+160% +$37K 0.01% 235
2023
Q4 		$25.6K Hold
50
– – ﹤0.01% 291
2023
Q3 		$19.3K Hold
50
– – ﹤0.01% 304
2023
Q2 		$18.9K Buy
+50
New +$18.4K ﹤0.01% 321
2022
Q3 		– Sell
-15
Closed -$4K – 664
2022
Q2 		$4K Hold
15
– – ﹤0.01% 438
2022
Q1 		$5K Hold
15
– – ﹤0.01% 430
2021
Q4 		$6K Sell
15
-15
-50% -$6.41K ﹤0.01% 420
2021
Q3 		$12K Hold
30
– – ﹤0.01% 342
2021
Q2 		$11K Hold
30
– – ﹤0.01% 351
2021
Q1 		$9K Hold
30
– – ﹤0.01% 398
2020
Q4 		$10K Hold
30
– – ﹤0.01% 341
2020
Q3 		$10K Buy
+30
New +$10K ﹤0.01% 305

Other funds holding LULU

EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Center for Financial Planning's LULU Position: Q2 2026 in Review

Center for Financial Planning increased its lululemon athletica (LULU) stake by 28% in Q2 2026, buying an estimated $55.8K and bringing the position to 1,925 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #167.

Center for Financial Planning first reported a position in LULU in Q3 2020 and has held it in 21 quarters since. The position peaked at $231K in Q1 2026. 192 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Center for Financial Planning held 1,925 shares of lululemon athletica worth $220K as of Q2 2026.
  • Center for Financial Planning bought 418 lululemon athletica shares in Q2 2026, an estimated $55.8K.
  • lululemon athletica made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #167 holding.
  • Center for Financial Planning first reported a position in lululemon athletica in Q3 2020 and has held it in 21 quarters since.
  • Center for Financial Planning's lululemon athletica position peaked at $231K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.