Planning Strategies Inc.’s lululemon athletica LULU Stock Holding History

Planning Strategies Inc.’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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s LULU Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

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

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