Cornerstone Planning Group LLC
Position in LULU — lululemon athletica inc.
CIK 1822587
FAIRFIELD, NJ
Position in LULU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,646
-$10,706 QoQ
Shares Held
102
-30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 831 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Cornerstone Planning Group LLC holds $197,483 across 7 Apparel Retail names. LULU ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
828 | $125,442 | |
| 2 | ROST |
Ross Stores, Inc.
|
263 | $55,979 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
102 | $11,646 | |
| 4 | BURL |
Burlington Stores, Inc.
|
12 | $3,801 | |
| 5 | CURV |
Torrid Holdings Inc.
|
276 | $516 | |
| 6 | URBN |
Urban Outfitters Inc
|
1 | $70 | |
| 7 | SHOE |
Shoe Station Group Inc
|
2 | $29 |
All Filings in LULU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,646 | 102 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,352 | 146 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,223 | 131 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $26,867 | 151 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,719 | 83 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $27,456 | 97 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,118 | 16 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,713 | 10 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,090 | 7 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,734 | 7 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,045 | 4 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,313 | 6 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,514 | 4 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $5,446 | 17 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||