Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$216,599
-$1,883,626 QoQ
Shares Held
1,897
-86.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#572
of 847 holders
Holding Since
Dec 2021
19 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, 2026Peterson Wealth Services holds $747,455 across 2 Apparel Retail names. LULU ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
3,504 | $530,856 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
1,897 | $216,599 |
All Filings in LULU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,599 | 1,897 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,100,225 | 13,718 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,504,110 | 12,050 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,590 | 82 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,430,443 | 10,230 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,730,962 | 9,648 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,076,106 | 8,044 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,142,308 | 7,895 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,084,926 | 6,980 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,537,662 | 6,496 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,240,556 | 6,338 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,380,756 | 6,174 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,900,445 | 7,663 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,430,604 | 6,674 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,988,919 | 6,208 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,729,637 | 6,187 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,651,743 | 6,059 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,142,073 | 5,865 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,151,409 | 5,496 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||