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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
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 $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 Planning Services's LULU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its lululemon athletica (LULU) stake by 136% in Q1 2026, buying an estimated $16.3K and bringing the position to 158 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Pinnacle Wealth Planning Services first reported a position in LULU in Q2 2020 and has held it in 14 quarters since. The position peaked at $480K in Q2 2020. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 158 shares of lululemon athletica worth $24.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 91 lululemon athletica shares in Q1 2026, an estimated $16.3K.
  • lululemon athletica made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1600 holding.
  • Pinnacle Wealth Planning Services first reported a position in lululemon athletica in Q2 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's lululemon athletica position peaked at $480K in Q2 2020.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.