Plante Moran Financial Advisors, LLC
Position in LULU — lululemon athletica inc.
CIK 1424717
SOUTHFIELD, MI
Position in LULU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,064
-$7,556 QoQ
Shares Held
202
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#633
of 820 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $230,578 across 12 Apparel Retail names. LULU ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,175 | $178,012 | |
| 2 | VSXY |
Victoria's Secret & Co.
|
295 | $24,626 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
202 | $23,064 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
8 | $1,314 | |
| 5 | URBN |
Urban Outfitters Inc
|
11 | $779 | |
| 6 | CRI |
Carters Inc
|
14 | $576 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
33 | $567 | |
| 8 | ANF |
Abercrombie & Fitch Co /De/
|
6 | $540 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,064 | 202 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,620 | 200 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $41,562 | 200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $35,586 | 200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $47,516 | 200 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $91,994 | 325 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $124,283 | 325 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $88,188 | 325 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $97,077 | 325 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $126,961 | 325 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $178,951 | 350 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $134,963 | 350 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $151,400 | 400 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $145,676 | 400 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $131,035 | 409 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $111,824 | 400 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $110,679 | 406 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $164,353 | 450 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $176,152 | 450 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $176,044 | 435 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $158,761 | 435 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $79,744 | 260 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $87,355 | 251 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $115,279 | 350 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $78,002 | 250 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $47,387 | 250 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||