Position in LULU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$497,137
-$1,198,289 QoQ
Shares Held
4,354
-60.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 847 holders
Holding Since
Jun 2022
17 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, 2026Merit Financial Group, LLC holds $25,451,297 across 10 Apparel Retail names. LULU ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
92,252 | $13,976,174 | |
| 2 | ROST |
Ross Stores, Inc.
|
25,984 | $5,530,691 | |
| 3 | BURL |
Burlington Stores, Inc.
|
7,134 | $2,260,049 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
13,628 | $1,137,662 | |
| 5 | GAP |
Gap Inc
|
46,394 | $866,637 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
5,904 | $531,418 | |
| 7 | LULU |
lululemon athletica inc.
This page
|
4,354 | $497,137 | |
| 8 | URBN |
Urban Outfitters Inc
|
4,116 | $291,656 |
All Filings in LULU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,137 | 4,354 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,695,426 | 11,074 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $322,310 | 1,551 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $242,516 | 1,363 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $603,215 | 2,539 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,071,665 | 3,786 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $645,125 | 1,687 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $214,366 | 790 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $349,180 | 1,169 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $367,992 | 942 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $796,589 | 1,558 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $284,580 | 738 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $259,272 | 685 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $233,809 | 642 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $302,759 | 945 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $251,044 | 898 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $253,527 | 930 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||