Costello Asset Management, INC
Position in LULU — lululemon athletica inc.
CIK 1760145
FEASTERVILLE, PA
Position in LULU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,709
+$3,810 QoQ
Shares Held
50
+614.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#716
of 847 holders
Holding Since
Sep 2023
6 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, 2026Costello Asset Management, INC holds $3,060,975 across 3 Apparel Retail names. LULU ranks #3 (0.2% of the industry book) .
All Filings in LULU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,709 | 50 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $1,899 | 7 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,090 | 7 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,734 | 7 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,579 | 7 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,699 | 7 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||