Back to LULU

Pinnacle Wealth Planning Services, Inc. → LULU

Pinnacle Wealth Planning Services, Inc. LULU Position History

lululemon athletica inc. • Consumer Cyclical

Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14K
Q1 2026$24K
Q2 2026$2.3M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M27.3K——
Q2 2026$2.3M20.2K——
Q1 2026$24K158——
Q4 2025$14K67——

Other funds holding LULU

Other Pinnacle Wealth Planning Services, Inc. positions

FSCO

VANECK IG FLOATING RATE ETF

$113.8M
ARCC

SPDR SERIES TRUST

$110.8M
FSCO

VANECK ETF TRUST

$103M
FSCO

VANECK ETF TRUST

$102.4M
ARCC

SPDR SERIES TRUST

$99.1M
ARCC

SPDR SERIES TRUST

$90.4M
ARCC

SPDR SERIES TRUST

$84.8M
ARCC

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$81.2M