Position in LULU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,583
-$78,563 QoQ
Shares Held
154
-75.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#659
of 847 holders
Holding Since
Mar 2020
26 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, 2026Physician Wealth Advisors, Inc. holds $326,680 across 10 Apparel Retail names. LULU ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,652 | $250,278 | |
| 2 | ROST |
Ross Stores, Inc.
|
228 | $48,529 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
154 | $17,583 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
31 | $5,092 | |
| 5 | BURL |
Burlington Stores, Inc.
|
8 | $2,534 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
12 | $1,001 | |
| 7 | DBGI |
Digital Brands Group, Inc.
|
17 | $505 | |
| 8 | GAP |
Gap Inc
|
23 | $429 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,583 | 154 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $96,146 | 628 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $166,871 | 803 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $139,497 | 784 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $180,798 | 761 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $216,257 | 764 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $291,778 | 763 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $206,497 | 761 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $227,908 | 763 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $297,284 | 761 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $389,091 | 761 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $293,449 | 761 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $288,038 | 761 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $277,148 | 761 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $243,809 | 761 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $215,540 | 771 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $262,523 | 963 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $351,716 | 963 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $301,807 | 771 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $318,094 | 786 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $286,866 | 786 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $308,550 | 1,006 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $273,551 | 786 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $267,119 | 811 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $309,201 | 991 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $227,460 | 1,200 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||