AE Wealth Management LLC

Position in LULU — lululemon athletica inc.

CIK 1697723 TOPEKA, KS

Position in LULU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$504,321

+$46,868 QoQ

Shares Held

4,417

+47.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#438

of 847 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

AE Wealth Management LLC holds $8,670,493 across 5 Apparel Retail names. LULU ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	42,987	$6,512,521
2	ROST	Ross Stores, Inc.	3,399	$723,459
3	BURL	Burlington Stores, Inc.	2,204	$698,210
4	LULU	lululemon athletica inc. This page	4,417	$504,321
5	VSXY	Victoria's Secret & Co.	2,779	$231,982

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,321	4,417	+47.8%	Shares	Other	2026-08-03
2026-03-31	$457,453	2,988	+76.3%	Shares	Other	2026-05-13
2025-12-31	$352,233	1,695	+213.3%	Shares	Other	2026-01-26
2024-12-31	$206,883	541	-66.0%	Shares	Sole	2025-02-13
2024-09-30	$431,445	1,590	-6.6%	Shares	Other	2024-11-14
2024-06-30	$508,385	1,702	-9.2%	Shares	Other	2024-08-12
2024-03-31	$732,076	1,874	-82.2%	Shares	Other	2024-05-15
2023-12-31	$5,376,725	10,516	-16.4%	Shares	Other	2024-02-14
2023-09-30	$4,850,973	12,580	+43.8%	Shares	Other	2023-10-11
2023-06-30	$3,310,360	8,746	+96.0%	Shares	Other	2023-07-10
2023-03-31	$1,625,379	4,463	+93.5%	Shares	Sole	2023-04-14
2022-12-31	$738,796	2,306	-49.8%	Shares	Sole	2023-01-31
2022-09-30	$1,284,298	4,594	+78.5%	Shares	Sole	2022-10-25
2022-06-30	$701,425	2,573	+6.3%	Shares	Sole	2022-08-03
2022-03-31	$883,856	2,420	-17.2%	Shares	Sole	2022-04-18
2021-12-31	$1,143,816	2,922	-38.7%	Shares	Sole	2022-01-20
2021-09-30	$1,928,800	4,766	+115.4%	Shares	Sole	2021-11-01
2021-06-30	$807,678	2,213	-9.2%	Shares	Sole	2021-07-21
2021-03-31	$747,452	2,437	-36.4%	Shares	Sole	2021-04-27
2020-12-31	$1,333,998	3,833	+74.5%	Shares	Sole	2021-02-01
2020-09-30	$723,625	2,197	-29.4%	Shares	Sole	2020-11-06
2020-06-30	$970,663	3,111	+20.8%	Shares	Sole	2020-08-05
2020-03-31	$488,091	2,575	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.