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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
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 $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

Pinnacle Wealth Management Advisory Group's LULU Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in lululemon athletica (LULU) in Q1 2026: 1,337 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in LULU as recently as Q1 2024.

Pinnacle Wealth Management Advisory Group first reported a position in LULU in Q4 2023 and has held it in 3 quarters since. The position peaked at $306K in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,337 shares of lululemon athletica worth $205K as of Q1 2026.
  • lululemon athletica was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
  • lululemon athletica made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #515 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in lululemon athletica in Q4 2023 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's lululemon athletica position peaked at $306K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.