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Pinnacle Wealth Planning Services’s lululemon athletica LULU Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.31M Buy
20,206
+20,048
+12,689% +$2.68M 0.22% 58
2026
Q1 		$24.2K Buy
158
+91
+136% +$16.3K ﹤0.01% 1600
2025
Q4 		$13.9K Buy
+67
New +$12.1K ﹤0.01% 1881
2024
Q1 		– Sell
-486
Closed -$248K – 523
2023
Q4 		$248K Buy
+486
New +$210K 0.04% 325
2023
Q1 		– Sell
-879
Closed -$282K – 495
2022
Q4 		$282K Sell
879
-297
-25% -$97.7K 0.05% 277
2022
Q3 		$328K Buy
1,176
+193
+20% +$59.8K 0.06% 212
2022
Q2 		$268K Sell
983
-163
-14% -$52.2K 0.05% 270
2022
Q1 		$419K Sell
1,146
-17
-1% -$5.53K 0.08% 195
2021
Q4 		$456K Sell
1,163
-4
-0.3% -$1.71K 0.09% 169
2021
Q3 		$472K Sell
1,167
-10
-0.8% -$4K 0.1% 151
2021
Q2 		$429K Buy
1,177
+18
+2% +$5.93K 0.1% 165
2021
Q1 		$356K Buy
1,159
+13
+1% +$4.27K 0.09% 191
2020
Q4 		$399K Sell
1,146
-22
-2% -$7.64K 0.1% 141
2020
Q3 		$384K Sell
1,168
-370
-24% -$123K 0.13% 124
2020
Q2 		$480K Buy
+1,538
New +$393K 0.16% 107

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 $3.37T AUM 44.26% 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 Planning Services's LULU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its lululemon athletica (LULU) stake by 12,689% in Q2 2026, buying an estimated $2.68M and bringing the position to 20,206 shares worth $2.31M. The position accounts for 0.22% of the portfolio, ranked #58.

Pinnacle Wealth Planning Services first reported a position in LULU in Q2 2020 and has held it in 15 quarters since. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 20,206 shares of lululemon athletica worth $2.31M as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 20,048 lululemon athletica shares in Q2 2026, an estimated $2.68M.
  • lululemon athletica made up 0.22% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #58 holding.
  • Pinnacle Wealth Planning Services first reported a position in lululemon athletica in Q2 2020 and has held it in 15 quarters since.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.