Position in LULU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,511
+$2,509 QoQ
Shares Held
22
+46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#729
of 820 holders
Holding Since
Dec 2020
15 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, 2026Avion Wealth holds $147,272 across 10 Apparel Retail names. LULU ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
733 | $111,049 | |
| 2 | ROST |
Ross Stores, Inc.
|
116 | $24,690 | |
| 3 | BURL |
Burlington Stores, Inc.
|
10 | $3,168 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
22 | $2,511 | |
| 5 | VSXY |
Victoria's Secret & Co.
|
29 | $2,420 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
15 | $1,350 | |
| 7 | JILL |
J.Jill, Inc.
|
42 | $666 | |
| 8 | CAL |
Caleres Inc
|
46 | $569 |
All Filings in LULU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,511 | 22 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2 | 15 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4 | 23 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,202 | 18 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,226 | 22 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6 | 18 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6 | 18 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,326 | 27 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,571 | 22 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,734 | 7 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,090 | 8 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $772 | 6 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $759 | 8 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $364 | 1 | Shares | Sole | 2023-05-05 | |
| 2020-12-31 | $34,803 | 100 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||