Pinnacle Wealth Planning Services
LULU icon

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
Q3 		$2.62M Buy
27,268
+7,062
+35% +$802K 0.26% 58
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's LULU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its lululemon athletica (LULU) stake by 35% in Q3 2026, buying an estimated $802K and bringing the position to 27,268 shares worth $2.62M. The position accounts for 0.26% of the portfolio, ranked #58.

Pinnacle Wealth Planning Services first reported a position in LULU in Q2 2020 and has held it in 16 quarters since. 640 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

  • Pinnacle Wealth Planning Services held 27,268 shares of lululemon athletica worth $2.62M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 7,062 lululemon athletica shares in Q3 2026, an estimated $802K.
  • lululemon athletica made up 0.26% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #58 holding.
  • Pinnacle Wealth Planning Services first reported a position in lululemon athletica in Q2 2020 and has held it in 16 quarters since.
  • 640 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.