Position in LULU
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$2,284,558
+$97,982 QoQ
Shares Held
14,922
+41.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026NewEdge Advisors, LLC holds $169,652,425 across 15 Apparel Retail names. LULU ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,026,095 | $163,867,371 | |
| 2 | ROST |
Ross Stores, Inc.
|
12,341 | $2,673,430 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
14,922 | $2,284,558 | |
| 4 | BURL |
Burlington Stores, Inc.
|
1,648 | $536,226 | |
| 5 | GAP |
Gap Inc
|
10,155 | $245,751 | |
| 6 | URBN |
Urban Outfitters Inc
|
284 | $17,991 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
125 | $11,421 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
217 | $10,060 |
All Filings in LULU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,284,558 | 14,922 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,186,576 | 10,522 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,665,068 | 9,358 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,829,366 | 7,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,089,214 | 3,848 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,400,385 | 3,662 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $955,423 | 3,521 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,021,004 | 6,766 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,407,185 | 6,162 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,873,021 | 7,575 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,624,461 | 6,806 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,012,106 | 5,316 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,069,327 | 5,682 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,010,064 | 6,274 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,526,118 | 5,459 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,407,758 | 5,164 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,577,543 | 4,030 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,114,543 | 2,754 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $668,990 | 1,833 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $528,154 | 1,722 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,382,027 | 3,971 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,256,217 | 3,814 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,801,545 | 5,774 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $855,818 | 4,515 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||