Florida Trust Wealth Management Co
Position in LULU — lululemon athletica inc.
CIK 1651023
SANIBEL, FL
Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$322,101
-$281,266 QoQ
Shares Held
2,821
-28.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#511
of 847 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Florida Trust Wealth Management Co holds $30,534,948 across 3 Apparel Retail names. LULU ranks #3 (1.1% of the industry book) .
All Filings in LULU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,101 | 2,821 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $603,367 | 3,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $818,979 | 3,941 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $717,235 | 4,031 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||