BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in LULU — lululemon athletica inc.
CIK 1654599
MORRISTOWN, NJ
Position in LULU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$595,334
-$104,179 QoQ
Shares Held
5,214
+14.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#409
of 847 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $63,690,048 across 4 Apparel Retail names. LULU ranks #3 (0.9% of the industry book) .
All Filings in LULU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,334 | 5,214 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $699,513 | 4,569 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||