Position in LULU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$73,531
-$57,216 QoQ
Shares Held
644
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#609
of 847 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $7,588,882 across 9 Apparel Retail names. LULU ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
30,957 | $4,689,985 | |
| 2 | ROST |
Ross Stores, Inc.
|
13,189 | $2,807,277 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
644 | $73,531 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
38 | $6,242 | |
| 5 | URBN |
Urban Outfitters Inc
|
50 | $3,543 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
36 | $3,005 | |
| 7 | CRI |
Carters Inc
|
68 | $2,798 | |
| 8 | GAP |
Gap Inc
|
100 | $1,868 |
All Filings in LULU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,531 | 644 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $130,747 | 854 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $218,408 | 1,051 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $132,913 | 747 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,176,021 | 4,950 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,520,134 | 12,436 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,034,421 | 5,320 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,416,447 | 5,220 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,627,915 | 5,450 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,169,670 | 5,554 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,529,862 | 4,948 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,716,735 | 4,452 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,485,612 | 3,925 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,519,036 | 4,171 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $916,286 | 2,860 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $789,477 | 2,824 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,355,416 | 4,972 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,096,784 | 11,217 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $13,889,820 | 35,483 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $13,877,972 | 34,292 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,630,374 | 12,687 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,029,249 | 13,137 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||