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Plan Group Financial’s lululemon athletica LULU Stock Holding History

Plan Group Financial’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 		$224K Buy
1,466
+296
+25% +$53.1K 0.05% 203
2025
Q4 		$243K Buy
+1,170
New +$212K 0.06% 171

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

Plan Group Financial's LULU Position: Q1 2026 in Review

Plan Group Financial increased its lululemon athletica (LULU) stake by 25% in Q1 2026, buying an estimated $53.1K and bringing the position to 1,466 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #203.

Plan Group Financial first reported a position in LULU in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 949 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Plan Group Financial held 1,466 shares of lululemon athletica worth $224K as of Q1 2026.
  • Plan Group Financial bought 296 lululemon athletica shares in Q1 2026, an estimated $53.1K.
  • lululemon athletica made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #203 holding.
  • Plan Group Financial first reported a position in lululemon athletica in Q4 2025 and has held it in 2 quarters since.
  • Plan Group Financial's lululemon athletica position peaked at $243K in Q4 2025.
  • 949 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.