Position in LULU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,052,625
-$730,377 QoQ
Shares Held
9,219
-20.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#339
of 847 holders
Holding Since
Jun 2024
9 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, 2026Live Oak Private Wealth LLC holds $9,032,281 across 2 Apparel Retail names. LULU ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
52,671 | $7,979,656 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
9,219 | $1,052,625 |
All Filings in LULU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,625 | 9,219 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,783,002 | 11,646 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,473,146 | 11,901 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,502,941 | 14,067 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,449,661 | 14,520 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,140,318 | 14,627 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,242,841 | 13,710 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,700,128 | 13,636 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,874,437 | 12,971 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||