Creative Planning’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.79M | Buy |
57,398
+7,395
| +15% | +$1.33M | 0.01% | 785 |
|
|
2025
Q4 | $10.4M | Buy |
50,003
+15,972
| +47% | +$2.89M | 0.01% | 608 |
|
|
2025
Q3 | $6.06M | Buy |
34,031
+21,111
| +163% | +$4.23M | ﹤0.01% | 768 |
|
|
2025
Q2 | $3.07M | Sell |
12,920
-13,567
| -51% | -$3.74M | ﹤0.01% | 1020 |
|
|
2025
Q1 | $7.5M | Buy |
26,487
+7,455
| +39% | +$2.73M | 0.01% | 575 |
|
|
2024
Q4 | $7.28M | Buy |
19,032
+3,642
| +24% | +$1.19M | 0.01% | 547 |
|
|
2024
Q3 | $4.18M | Sell |
15,390
-17,473
| -53% | -$4.64M | ﹤0.01% | 708 |
|
|
2024
Q2 | $9.82M | Buy |
32,863
+18,070
| +122% | +$6.04M | 0.01% | 415 |
|
|
2024
Q1 | $5.78M | Sell |
14,793
-1,814
| -11% | -$839K | 0.01% | 565 |
|
|
2023
Q4 | $8.49M | Buy |
16,607
+5,281
| +47% | +$2.28M | 0.02% | 417 |
|
|
2023
Q3 | $4.37M | Buy |
11,326
+1,378
| +14% | +$526K | 0.01% | 572 |
|
|
2023
Q2 | $3.77M | Sell |
9,948
-446
| -4% | -$165K | 0.01% | 602 |
|
|
2023
Q1 | $3.79M | Buy |
10,394
+120
| +1% | +$37.6K | 0.01% | 574 |
|
|
2022
Q4 | $3.29M | Buy |
10,274
+64
| +0.6% | +$21K | ﹤0.01% | 584 |
|
|
2022
Q3 | $2.85M | Sell |
10,210
-353
| -3% | -$109K | ﹤0.01% | 581 |
|
|
2022
Q2 | $2.88M | Sell |
10,563
-1,077
| -9% | -$345K | ﹤0.01% | 595 |
|
|
2022
Q1 | $4.25M | Buy |
11,640
+3,397
| +41% | +$1.11M | 0.01% | 499 |
|
|
2021
Q4 | $3.23M | Buy |
8,243
+291
| +4% | +$124K | 0.01% | 540 |
|
|
2021
Q3 | $3.22M | Buy |
7,952
+444
| +6% | +$178K | 0.01% | 541 |
|
|
2021
Q2 | $2.74M | Sell |
7,508
-2,266
| -23% | -$746K | ﹤0.01% | 569 |
|
|
2021
Q1 | $3M | Buy |
9,774
+1,697
| +21% | +$557K | 0.01% | 557 |
|
|
2020
Q4 | $2.81M | Sell |
8,077
-3,048
| -27% | -$1.06M | 0.01% | 541 |
|
|
2020
Q3 | $3.66M | Buy |
11,125
+510
| +5% | +$170K | 0.01% | 379 |
|
|
2020
Q2 | $3.31M | Sell |
10,615
-885
| -8% | -$226K | 0.01% | 354 |
|
|
2020
Q1 | $2.18M | Sell |
11,500
-3,135
| -21% | -$701K | 0.01% | 407 |
|
|
2019
Q4 | $3.39M | Buy |
14,635
+413
| +3% | +$88K | 0.01% | 373 |
|
|
2019
Q3 | $2.74M | Buy |
14,222
+1,946
| +16% | +$364K | 0.01% | 410 |
|
|
2019
Q2 | $2.21M | Buy |
12,276
+3,143
| +34% | +$546K | 0.01% | 465 |
|
|
2019
Q1 | $1.5M | Sell |
9,133
-9,188
| -50% | -$1.34M | 0.01% | 573 |
|
|
2018
Q4 | $2.23M | Buy |
18,321
+4,054
| +28% | +$544K | 0.01% | 403 |
|
|
2018
Q3 | $2.32M | Buy |
14,267
+4,335
| +44% | +$594K | 0.01% | 443 |
|
|
2018
Q2 | $1.24M | Sell |
9,932
-823
| -8% | -$87.8K | ﹤0.01% | 633 |
|
|
2018
Q1 | $958K | Sell |
10,755
-4,282
| -28% | -$343K | ﹤0.01% | 767 |
|
|
2017
Q4 | $1.18M | Sell |
15,037
-60
| -0.4% | -$4K | 0.01% | 640 |
|
|
2017
Q3 | $940K | Sell |
15,097
-1,476
| -9% | -$88.9K | ﹤0.01% | 746 |
|
|
2017
Q2 | $989K | Sell |
16,573
-4,540
| -22% | -$236K | 0.01% | 698 |
|
|
2017
Q1 | $1.09M | Buy |
21,113
+9,882
| +88% | +$651K | 0.01% | 627 |
|
|
2016
Q4 | $730K | Sell |
11,231
-4,618
| -29% | -$275K | ﹤0.01% | 750 |
|
|
2016
Q3 | $966K | Buy |
15,849
+3,748
| +31% | +$277K | 0.01% | 607 |
|
|
2016
Q2 | $894K | Sell |
12,101
-18
| -0.1% | -$1.19K | 0.01% | 555 |
|
|
2016
Q1 | $821K | Sell |
12,119
-2,450
| -17% | -$147K | 0.01% | 559 |
|
|
2015
Q4 | $764K | Buy |
14,569
+4,454
| +44% | +$224K | 0.01% | 592 |
|
|
2015
Q3 | $512K | Buy |
+10,115
| New | +$617K | ﹤0.01% | 736 |
|
|
2015
Q2 | – | Sell |
-8,264
| Closed | -$529K | – | 2176 |
|
|
2015
Q1 | $529K | Buy |
8,264
+167
| +2% | +$10.7K | 0.01% | 715 |
|
|
2014
Q4 | $452K | Buy |
8,097
+2,312
| +40% | +$105K | ﹤0.01% | 741 |
|
|
2014
Q3 | $243K | Sell |
5,785
-1,943
| -25% | -$78.2K | ﹤0.01% | 964 |
|
|
2014
Q2 | $313K | Buy |
7,728
+3,728
| +93% | +$170K | ﹤0.01% | 822 |
|
|
2014
Q1 | $210K | Sell |
4,000
-1,150
| -22% | -$57.4K | ﹤0.01% | 975 |
|
|
2013
Q4 | $304K | Buy |
5,150
+2,267
| +79% | +$156K | 0.01% | 673 |
|
|
2013
Q3 | $211K | Buy |
2,883
+250
| +9% | +$17.4K | ﹤0.01% | 739 |
|
|
2013
Q2 | $172K | Buy |
+2,633
| New | +$191K | ﹤0.01% | 735 |
|
Other funds holding LULU
VCM
VPM
Creative Planning's LULU Position: Q1 2026 in Review
Creative Planning increased its lululemon athletica (LULU) stake by 15% in Q1 2026, buying an estimated $1.33M and bringing the position to 57,398 shares worth $8.79M. The position accounts for 0.01% of the portfolio, ranked #785.
Creative Planning first reported a position in LULU in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.4M in Q4 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.
- Creative Planning held 57,398 shares of lululemon athletica worth $8.79M as of Q1 2026.
- Creative Planning bought 7,395 lululemon athletica shares in Q1 2026, an estimated $1.33M.
- lululemon athletica made up 0.01% of Creative Planning's portfolio in Q1 2026, its #785 holding.
- Creative Planning first reported a position in lululemon athletica in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's lululemon athletica position peaked at $10.4M in Q4 2025.
- 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.