Creative Planning
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Creative Planning’s lululemon athletica LULU Stock Holding History

Creative 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
2021
Q2 		– Sell
-6,000
Closed -$242K – 2366
2021
Q1 		$242K Buy
6,000
+4,400
+275% +$1.44M ﹤0.01% 1944
2020
Q4 		$205K Buy
1,600
+200
+14% +$69.5K ﹤0.01% 1892
2020
Q3 		$171K Sell
1,400
-600
-30% -$200K ﹤0.01% 1719
2020
Q2 		$165K Buy
2,000
+600
+43% +$153K ﹤0.01% 1575
2020
Q1 		$48K Hold
1,400
– – ﹤0.01% 1634
2019
Q4 		$72K Sell
1,400
-3,100
-69% -$661K ﹤0.01% 1789
2019
Q3 		$78K Buy
4,500
+1,800
+67% +$336K ﹤0.01% 1750
2019
Q2 		$147K Buy
2,700
+700
+35% +$122K ﹤0.01% 1688
2019
Q1 		$106K Sell
2,000
-1,000
-33% -$146K ﹤0.01% 1700
2018
Q4 		$86K Buy
3,000
+1,500
+100% +$201K ﹤0.01% 1648
2018
Q3 		$144K Hold
1,500
– – ﹤0.01% 1732
2018
Q2 		$90K Hold
1,500
– – ﹤0.01% 1788
2018
Q1 		$41K Buy
+1,500
New +$120K ﹤0.01% 1837
2017
Q3 		– Sell
-500
Closed -$5K – 2929
2017
Q2 		$5K Buy
500
+200
+67% +$10.4K ﹤0.01% 3994
2017
Q1 		$1K Sell
300
-11,100
-97% -$731K ﹤0.01% 4464
2016
Q4 		$16K Buy
11,400
+10,400
+1,040% +$620K ﹤0.01% 3221
2016
Q3 		$12K Buy
+1,000
New +$73.8K ﹤0.01% 3398
2014
Q2 		– Sell
-700
Closed -$2K – 3886
2014
Q1 		$2K Buy
+700
New +$34.9K ﹤0.01% 3372

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

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.