Cornerstone Planning Group’s lululemon athletica LULU Stock Holding History

Cornerstone Planning Group’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	$11.6K	Sell	102 -44	-30%	-$5.88K	﹤0.01%	845
2026 Q1	$19K	Buy	146 +15	+11%	+$2.69K	﹤0.01%	686
2025 Q4	$23.6K	Sell	131 -20	-13%	-$3.62K	﹤0.01%	542
2025 Q3	$25.4K	Buy	151 +68	+82%	+$13.6K	﹤0.01%	504
2025 Q2	$16.2K	Sell	83 -14	-14%	-$3.86K	﹤0.01%	459
2025 Q1	$25.8K	Buy	97 +81	+506%	+$29.7K	0.01%	359
2024 Q4	$6.45K	Buy	16 +6	+60%	+$1.96K	﹤0.01%	526
2024 Q3	$3.05K	Buy	10 +3	+43%	+$796	﹤0.01%	682
2024 Q2	$1.63K	Hold	7	–	–	﹤0.01%	828
2024 Q1	$2.49K	Buy	7 +3	+75%	+$1.39K	﹤0.01%	623
2023 Q4	$2.04K	Sell	4 -2	-33%	-$864	﹤0.01%	631
2023 Q3	$2.31K	Buy	6 +2	+50%	+$764	﹤0.01%	625
2023 Q2	$1.51K	Buy	+4	New	+$1.48K	﹤0.01%	1251
2022 Q4	$5.24K	Buy	+17	New	+$5.59K	﹤0.01%	868

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cornerstone Planning Group's LULU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its lululemon athletica (LULU) stake by 30% in Q2 2026, selling an estimated $5.88K and leaving 102 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Cornerstone Planning Group first reported a position in LULU in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.8K in Q1 2025. 465 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

Cornerstone Planning Group held 102 shares of lululemon athletica worth $11.6K as of Q2 2026.
Cornerstone Planning Group sold 44 lululemon athletica shares in Q2 2026, an estimated $5.88K.
lululemon athletica made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #845 holding.
Cornerstone Planning Group first reported a position in lululemon athletica in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's lululemon athletica position peaked at $25.8K in Q1 2025.
465 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.