Golden State Wealth Management, LLC
Position in LULU — lululemon athletica inc.
CIK 1776033
SANTA ANA, CA
Position in LULU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,370
-$60,176 QoQ
Shares Held
12
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#779
of 847 holders
Holding Since
Mar 2020
8 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, 2026Golden State Wealth Management, LLC holds $546,283 across 8 Apparel Retail names. LULU ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
2,929 | $443,743 | |
| 2 | ROST |
Ross Stores, Inc.
|
178 | $37,887 | |
| 3 | CAL |
Caleres Inc
|
1,995 | $24,678 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
174 | $14,525 | |
| 5 | BOOT |
Boot Barn Holdings, Inc.
|
77 | $12,648 | |
| 6 | BURL |
Burlington Stores, Inc.
|
36 | $11,404 | |
| 7 | LULU |
lululemon athletica inc.
This page
|
12 | $1,370 | |
| 8 | SFIX |
Stitch Fix, Inc.
|
7 | $28 |
All Filings in LULU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370 | 12 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $61,546 | 402 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $58,186 | 280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,696 | 195 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $20,194 | 85 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,060 | 85 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,564 | 93 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $32,981 | 174 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||