Institute for Wealth Management, LLC.

Position in LULU — lululemon athletica inc.

CIK 1533954 DENVER, CO

Position in LULU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$649,227

+$257,904 QoQ

Shares Held

5,686

+122.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#395

of 847 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,986,014 across 6 Apparel Retail names. LULU ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	6,884	$1,042,926
2	LULU	lululemon athletica inc. This page	5,686	$649,227
3	ROST	Ross Stores, Inc.	1,008	$214,552
4	AEO	American Eagle Outfitters Inc	3,907	$67,200
5	GAP	Gap Inc	343	$6,407
6	BURL	Burlington Stores, Inc.	18	$5,702

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$649,227	5,686	+122.5%	Shares	Sole	2026-07-28
2026-03-31	$391,323	2,556	-1.5%	Shares	Sole	2026-05-14
2025-12-31	$539,266	2,595	+134.4%	Shares	Sole	2026-01-27
2025-06-30	$263,001	1,107	-4.7%	Shares	Sole	2025-07-18
2025-03-31	$328,915	1,162	0.0%	Shares	Sole	2025-04-21
2024-12-31	$444,360	1,162	+0.1%	Shares	Sole	2025-01-23
2024-09-30	$315,037	1,161	-0.9%	Shares	Sole	2024-11-12
2024-06-30	$350,076	1,172	-1.3%	Shares	Sole	2024-07-25
2024-03-31	$463,701	1,187	-2.9%	Shares	Sole	2024-04-30
2023-12-31	$625,307	1,223	-1.4%	Shares	Sole	2024-01-31
2023-09-30	$478,156	1,240	-5.1%	Shares	Sole	2023-10-13
2023-06-30	$494,321	1,306	-3.7%	Shares	Sole	2023-07-25
2023-03-31	$493,841	1,356	-2.7%	Shares	Sole	2023-04-20
2022-12-31	$446,609	1,394	-6.3%	Shares	Sole	2023-02-02
2022-09-30	$415,705	1,487	-0.4%	Shares	Sole	2022-10-18
2022-06-30	$407,006	1,493	+1.2%	Shares	Sole	2022-07-25
2022-03-31	$539,079	1,476	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$578,563	1,478	-1.1%	Shares	Sole	2022-01-21
2021-09-30	$605,026	1,495	0.0%	Shares	Sole	2021-11-15
2021-06-30	$545,630	1,495	-2.9%	Shares	Sole	2021-07-21
2021-03-31	$472,333	1,540	+2.6%	Shares	Sole	2021-05-04
2020-12-31	$522,393	1,501	-12.3%	Shares	Sole	2021-02-01
2020-09-30	$563,881	1,712	+10.2%	Shares	Sole	2020-11-03
2020-06-30	$484,551	1,553	+10.0%	Shares	Sole	2020-07-30
2020-03-31	$267,644	1,412	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.