Pinnacle Associates
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Pinnacle Associates’s lululemon athletica LULU Stock Holding History

Pinnacle Associates’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
Q3 		$219K Buy
+2,273
New +$258K ﹤0.01% 901
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% -$8.82K ﹤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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Pinnacle Associates's LULU Position: Q3 2026 in Review

Pinnacle Associates opened a new position in lululemon athletica (LULU) in Q3 2026: 2,273 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in LULU as recently as Q1 2026.

Pinnacle Associates first reported a position in LULU in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.65M in Q3 2024. 378 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Pinnacle Associates held 2,273 shares of lululemon athletica worth $219K as of Q3 2026.
  • lululemon athletica was a new Pinnacle Associates position in Q3 2026.
  • lululemon athletica made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #901 holding.
  • Pinnacle Associates first reported a position in lululemon athletica in Q4 2018 and has held it in 29 quarters since.
  • Pinnacle Associates's lululemon athletica position peaked at $1.65M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.