COLDSTREAM CAPITAL MANAGEMENT INC
Position in LULU — lululemon athletica inc.
CIK 1082339
BELLEVUE, WA
Position in LULU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,901
-$106,998 QoQ
Shares Held
2,285
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#537
of 847 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $12,969,579 across 6 Apparel Retail names. LULU ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
67,537 | $10,231,855 | |
| 2 | ROST |
Ross Stores, Inc.
|
7,026 | $1,495,484 | |
| 3 | BURL |
Burlington Stores, Inc.
|
1,536 | $486,604 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
1,649 | $270,881 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
2,285 | $260,901 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
2,487 | $223,854 |
All Filings in LULU
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,901 | 2,285 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $367,899 | 2,403 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $450,324 | 2,167 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $214,939 | 1,208 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $345,441 | 1,454 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $442,139 | 1,562 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $570,938 | 1,493 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $288,716 | 1,064 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $255,875 | 655 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $391,136 | 765 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $247,285 | 679 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $387,980 | 1,211 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $479,248 | 1,758 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $563,296 | 1,439 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $726,436 | 1,795 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $522,637 | 1,432 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $456,997 | 1,490 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $523,437 | 1,504 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $591,219 | 1,795 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,014,968 | 3,253 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $454,540 | 2,398 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||