Kingsview Wealth Management, LLC
Position in LULU — lululemon athletica inc.
CIK 1791965
GRANTS PASS, OR
Position in LULU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$306,812
-$60,803 QoQ
Shares Held
2,004
+13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Mar 31, 2021CallValue
$184,026
CallShares
600
PutValue
$122,684
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $15,382,329 across 5 Apparel Retail names. LULU ranks #5 (2.0% of the industry book) .
All Filings in LULU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,812 | 2,004 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $367,615 | 1,769 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $389,488 | 2,189 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $330,948 | 1,393 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $411,569 | 1,454 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $629,064 | 1,645 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $422,491 | 1,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $514,361 | 1,722 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $653,166 | 1,672 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $851,809 | 1,666 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $601,937 | 1,561 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $636,258 | 1,681 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $584,889 | 1,606 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $700,030 | 2,185 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $797,305 | 2,852 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $907,518 | 3,329 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,408,692 | 3,857 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $2,100,912 | 5,367 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,927,181 | 4,762 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,601,853 | 4,389 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,256,590 | 4,097 | Shares | Sole | 2021-05-24 | |
| 2021-03-31 | $184,026 | 600 | Call | Sole | 2021-05-24 | |
| 2021-03-31 | $122,684 | 400 | Put | Sole | 2021-05-24 | |
| 2020-12-31 | $1,154,067 | 3,316 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||