Position in LULU
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,368
-$3,074 QoQ
Shares Held
22
-29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026SHP Wealth Management holds $816,414 across 7 Apparel Retail names. LULU ranks #3 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,937 | $788,438 | |
| 2 | ROST |
Ross Stores, Inc.
|
106 | $22,962 | |
| 3 | LULU |
lululemon athletica inc.
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|
22 | $3,368 | |
| 4 | BURL |
Burlington Stores, Inc.
|
4 | $1,301 | |
| 5 | CURV |
Torrid Holdings Inc.
|
100 | $178 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
1 | $91 | |
| 7 | SFIX |
Stitch Fix, Inc.
|
23 | $76 |
All Filings in LULU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,368 | 22 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,442 | 31 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||