Stiles Financial Services Inc

Position in LULU — lululemon athletica inc.

CIK 1904832 EDINA, MN

Position in LULU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$514,495

-$189,918 QoQ

Shares Held

4,506

-2.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#437

of 847 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Stiles Financial Services Inc holds $3,957,787 across 2 Apparel Retail names. LULU ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TJX	Tjx Companies Inc /De/	22,728	$3,443,292
2	LULU	lululemon athletica inc. This page	4,506	$514,495

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,495	4,506	-2.1%	Shares	Sole	2026-08-12
2026-03-31	$704,413	4,601	-26.4%	Shares	Sole	2026-04-30
2025-12-31	$1,298,812	6,250	+14.1%	Shares	Sole	2026-02-03
2025-09-30	$974,878	5,479	+48.2%	Shares	Sole	2025-10-30
2025-06-30	$878,570	3,698	+14.1%	Shares	Sole	2025-07-24
2025-03-31	$917,397	3,241	+6.9%	Shares	Sole	2025-04-22
2024-12-31	$1,159,084	3,031	+14.2%	Shares	Sole	2025-01-28
2024-09-30	$720,162	2,654	+113.9%	Shares	Sole	2024-10-31
2024-06-30	$370,686	1,241	-13.9%	Shares	Sole	2024-08-01
2024-03-31	$562,926	1,441	0.0%	Shares	Sole	2024-04-30
2023-12-31	$736,768	1,441	-31.2%	Shares	Sole	2024-01-26
2023-09-30	$808,238	2,096	-3.7%	Shares	Sole	2023-11-08
2023-06-30	$823,616	2,176	+3.8%	Shares	Sole	2023-07-21
2023-03-31	$763,342	2,096	0.0%	Shares	Sole	2023-05-11
2022-12-31	$671,516	2,096	-0.7%	Shares	Sole	2023-01-27
2022-09-30	$590,151	2,111	0.0%	Shares	Sole	2022-11-02
2022-06-30	$575,479	2,111	+7.2%	Shares	Sole	2022-07-26
2022-03-31	$719,503	1,970	+3.1%	Shares	Sole	2022-05-06
2021-12-31	$748,060	1,911	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.