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Pinnacle Wealth Management Advisory Group’s lululemon athletica LULU Stock Holding History

Pinnacle Wealth Management Advisory 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 		– Sell
-1,337
Closed -$205K – 588
2026
Q1 		$205K Buy
+1,337
New +$240K 0.01% 515
2024
Q2 		– Sell
-549
Closed -$214K – 359
2024
Q1 		$214K Sell
549
-50
-8% -$23.1K 0.02% 320
2023
Q4 		$306K Buy
+599
New +$259K 0.04% 239

Other funds holding LULU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's LULU Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of lululemon athletica (LULU) in Q2 2026, closing a stake of 1,337 shares — an estimated $205K sold.

Pinnacle Wealth Management Advisory Group first reported a position in LULU in Q4 2023 and held it in 3 quarters. The position peaked at $306K in Q4 2023. 850 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining lululemon athletica position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,337 lululemon athletica shares in Q2 2026, an estimated $205K.
  • Pinnacle Wealth Management Advisory Group first reported a position in lululemon athletica in Q4 2023 and held it in 3 quarters.
  • Pinnacle Wealth Management Advisory Group's lululemon athletica position peaked at $306K in Q4 2023.
  • 850 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.