Advisors Asset Management, Inc.

Position in LULU — lululemon athletica inc.

CIK 1297376 Monument, CO

Position in LULU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$305,893

-$230,672 QoQ

Shares Held

1,998

-22.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Advisors Asset Management, Inc. holds $30,305,853 across 6 Apparel Retail names. LULU ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	97,620	$15,589,914
2	BKE	Buckle Inc	229,662	$11,565,778
3	CRI	Carters Inc	58,266	$2,083,592
4	BURL	Burlington Stores, Inc.	1,879	$611,389
5	LULU	lululemon athletica inc. This page	1,998	$305,893
6	BOOT	Boot Barn Holdings, Inc.	1,020	$149,287

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$305,893	1,998	-22.6%	Shares	Sole	2026-05-15
2025-12-31	$536,565	2,582	-31.0%	Shares	Sole	2026-02-12
2025-09-30	$666,169	3,744	-0.2%	Shares	Sole	2025-11-06
2025-06-30	$891,637	3,753	+28.2%	Shares	Sole	2025-08-12
2025-03-31	$828,799	2,928	+21.6%	Shares	Sole	2025-05-15
2024-12-31	$920,460	2,407	+43.5%	Shares	Sole	2025-02-10
2024-09-30	$455,053	1,677	+51.6%	Shares	Sole	2024-11-08
2024-06-30	$330,362	1,106	-22.8%	Shares	Sole	2024-08-14
2024-03-31	$559,801	1,433	+6.9%	Shares	Sole	2024-05-14
2023-12-31	$685,639	1,341	-72.9%	Shares	Sole	2024-02-14
2023-09-30	$1,906,455	4,944	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$1,822,477	4,815	-2.1%	Shares	Sole	2023-08-14
2023-03-31	$1,791,814	4,920	-9.7%	Shares	Sole	2023-05-12
2022-12-31	$1,745,750	5,449	+41.8%	Shares	Sole	2023-02-13
2022-09-30	$1,074,069	3,842	+140.9%	Shares	Sole	2022-11-08
2022-06-30	$434,812	1,595	-18.8%	Shares	Sole	2022-08-08
2022-03-31	$717,311	1,964	-21.7%	Shares	Sole	2022-05-17
2021-12-31	$982,148	2,509	-33.9%	Shares	Sole	2022-02-15
2021-09-30	$1,537,050	3,798	-4.1%	Shares	Sole	2021-11-12
2021-06-30	$1,445,281	3,960	-0.6%	Shares	Sole	2021-07-30
2021-03-31	$1,221,319	3,982	-52.0%	Shares	Sole	2021-05-07
2020-12-31	$2,887,256	8,296	+15.2%	Shares	Sole	2021-02-12
2020-09-30	$2,371,464	7,200	-2.1%	Shares	Sole	2020-11-16
2020-06-30	$2,293,897	7,352	-15.9%	Shares	Sole	2020-08-12
2020-03-31	$1,656,477	8,739	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.