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Planning Strategies’s lululemon athletica LULU Stock Holding History

Planning Strategies’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 		$1.6K Buy
+14
New +$1.87K ﹤0.01% 648

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

Planning Strategies's LULU Position: Q2 2026 in Review

Planning Strategies opened a new position in lululemon athletica (LULU) in Q2 2026: 14 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

789 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Planning Strategies held 14 shares of lululemon athletica worth $1.6K as of Q2 2026.
  • lululemon athletica was a new Planning Strategies position in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #648 holding.
  • 789 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.