Position in LULU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$700,037
-$151,199 QoQ
Shares Held
6,131
+10.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#388
of 847 holders
Holding Since
Mar 2023
14 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, 2026Legacy Trust holds $3,072,224 across 2 Apparel Retail names. LULU ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
15,658 | $2,372,187 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
6,131 | $700,037 |
All Filings in LULU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,037 | 6,131 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $851,236 | 5,560 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $956,965 | 4,605 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,046,228 | 5,880 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,467,531 | 6,177 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,363,035 | 11,881 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,503,642 | 11,777 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,968,569 | 10,940 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,280,622 | 10,983 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,173,313 | 10,683 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,344,003 | 10,452 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,129,883 | 10,710 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,866,377 | 10,215 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,600,018 | 9,885 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||