Pinnacle Wealth Planning Services, Inc.

Position in LULU — lululemon athletica inc.

CIK 1726752 MANSFIELD, OH

Position in LULU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,307,121

+$2,282,932 QoQ

Shares Held

20,206

+12688.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#234

of 820 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $4,449,183 across 13 Apparel Retail names. LULU ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LULU	lululemon athletica inc. This page	20,206	$2,307,121
2	TJX	Tjx Companies Inc /De/	6,875	$1,041,562
3	ROST	Ross Stores, Inc.	1,377	$293,094
4	CRI	Carters Inc	5,773	$237,616
5	URBN	Urban Outfitters Inc	2,473	$175,236
6	VSXY	Victoria's Secret & Co.	1,889	$157,693
7	BOOT	Boot Barn Holdings, Inc.	652	$107,104
8	AEO	American Eagle Outfitters Inc	3,581	$61,593

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,307,121	20,206	+12688.6%	Shares	Sole	2026-08-07
2026-03-31	$24,189	158	+135.8%	Shares	Sole	2026-05-11
2025-12-31	$13,923	67	-86.2%	Shares	Sole	2026-02-13
2023-12-31	$248,486	486	-44.7%	Shares	Sole	2024-02-08
2022-12-31	$281,613	879	-25.3%	Shares	Sole	2023-02-13
2022-09-30	$328,761	1,176	+19.6%	Shares	Sole	2022-11-09
2022-06-30	$267,975	983	-14.2%	Shares	Sole	2022-08-03
2022-03-31	$418,553	1,146	-1.5%	Shares	Sole	2022-04-20
2021-12-31	$455,255	1,163	-0.3%	Shares	Sole	2022-01-21
2021-09-30	$472,284	1,167	-0.8%	Shares	Sole	2021-10-29
2021-06-30	$429,569	1,177	+1.6%	Shares	Sole	2021-08-02
2021-03-31	$355,476	1,159	+1.1%	Shares	Sole	2021-04-29
2020-12-31	$398,841	1,146	-1.9%	Shares	Sole	2021-02-12
2020-09-30	$384,704	1,168	-24.1%	Shares	Sole	2020-11-03
2020-06-30	$479,871	1,538	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.