Position in LULU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$457,290
-$160,774 QoQ
Shares Held
4,005
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#461
of 847 holders
Holding Since
Dec 2025
3 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, 2026Plancorp, LLC holds $1,061,623 across 2 Apparel Retail names. LULU ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
3,989 | $604,333 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
4,005 | $457,290 |
All Filings in LULU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,290 | 4,005 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $618,064 | 4,037 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $841,422 | 4,049 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||