Position in LULU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$376,679
-$112,781 QoQ
Shares Held
3,299
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#489
of 847 holders
Holding Since
Sep 2023
11 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, 2026Brookstone Capital Management holds $8,022,800 across 3 Apparel Retail names. LULU ranks #2 (4.7% of the industry book) .
All Filings in LULU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,679 | 3,299 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $489,460 | 3,197 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $597,453 | 2,875 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $512,260 | 2,879 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $598,939 | 2,521 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $492,241 | 1,739 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $770,173 | 2,014 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $264,837 | 976 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $669,574 | 1,714 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,390 | 566 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $231,751 | 601 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||