Pinnacle Associates’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
Q2
Sell
-2,483
Closed -$380K 997
2026
Q1
$380K Buy
2,483
+1,082
+77% +$194K ﹤0.01% 724
2025
Q4
$291K Buy
+1,401
New +$254K ﹤0.01% 796
2025
Q3
Sell
-1,156
Closed -$275K 870
2025
Q2
$275K Sell
1,156
-32
-3% -$8.81K ﹤0.01% 758
2025
Q1
$336K Buy
1,188
+28
+2% +$10.3K ﹤0.01% 691
2024
Q4
$443K Sell
1,160
-2,063
-64% -$674K 0.01% 627
2024
Q3
$1.65M Buy
3,223
+2,064
+178% +$548K 0.03% 384
2024
Q2
$346K Sell
1,159
-883
-43% -$295K 0.01% 657
2024
Q1
$798K Sell
2,042
-1,181
-37% -$546K 0.01% 517
2023
Q4
$1.65M Buy
3,223
+1,028
+47% +$444K 0.03% 389
2023
Q3
$846K Hold
2,195
0.02% 481
2023
Q2
$831K Buy
2,195
+42
+2% +$15.5K 0.01% 493
2023
Q1
$784K Buy
2,153
+25
+1% +$7.84K 0.02% 451
2022
Q4
$682K Buy
2,128
+184
+9% +$60.5K 0.01% 458
2022
Q3
$543K Sell
1,944
-79
-4% -$24.5K 0.01% 485
2022
Q2
$551K Buy
2,023
+1,200
+146% +$385K 0.01% 504
2022
Q1
$301K Sell
823
-400
-33% -$130K 0.01% 672
2021
Q4
$479K Buy
1,223
+400
+49% +$171K 0.01% 565
2021
Q3
$333K Hold
823
0.01% 622
2021
Q2
$300K Buy
+823
New +$271K 0.01% 649
2021
Q1
Sell
-3,634
Closed -$1.26M 749
2020
Q4
$1.26M Buy
3,634
+215
+6% +$74.7K 0.03% 367
2020
Q3
$1.13M Buy
3,419
+435
+15% +$145K 0.03% 350
2020
Q2
$931K Buy
2,984
+130
+5% +$33.2K 0.02% 373
2020
Q1
$541K Buy
2,854
+545
+24% +$122K 0.02% 450
2019
Q4
$535K Hold
2,309
0.01% 526
2019
Q3
$445K Hold
2,309
0.01% 550
2019
Q2
$416K Buy
2,309
+146
+7% +$25.4K 0.01% 556
2019
Q1
$354K Buy
2,163
+150
+7% +$21.9K 0.01% 579
2018
Q4
$245K Buy
+2,013
New +$270K 0.01% 607

Other funds holding LULU

Pinnacle Associates's LULU Position: Q2 2026 in Review

Pinnacle Associates sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 2,483 shares — an estimated $380K sold.

Pinnacle Associates first reported a position in LULU in Q4 2018 and held it in 28 quarters. The position peaked at $1.65M in Q3 2024. 848 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Pinnacle Associates reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Associates sold 2,483 lululemon athletica shares in Q2 2026, an estimated $380K.
  • Pinnacle Associates first reported a position in lululemon athletica in Q4 2018 and held it in 28 quarters.
  • Pinnacle Associates's lululemon athletica position peaked at $1.65M in Q3 2024.
  • 848 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.