Position in LULU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$385,129
-$441,611 QoQ
Shares Held
3,373
-37.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 847 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $17,013,182 across 7 Apparel Retail names. LULU ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
75,102 | $11,377,953 | |
| 2 | ROST |
Ross Stores, Inc.
|
16,589 | $3,530,968 | |
| 3 | BURL |
Burlington Stores, Inc.
|
3,104 | $983,347 | |
| 4 | GAP |
Gap Inc
|
22,652 | $423,139 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
3,373 | $385,129 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
3,201 | $267,219 | |
| 7 | SFIX |
Stitch Fix, Inc.
|
11,053 | $45,427 |
All Filings in LULU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,129 | 3,373 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $826,740 | 5,400 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $624,053 | 3,003 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $382,371 | 2,149 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $563,777 | 2,373 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $906,358 | 3,202 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $931,550 | 2,436 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $572,819 | 2,111 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $732,412 | 2,452 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,054,755 | 2,700 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $870,726 | 1,703 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $591,911 | 1,535 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $555,259 | 1,467 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $540,093 | 1,483 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $504,918 | 1,576 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $363,148 | 1,299 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $472,160 | 1,732 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $412,344 | 1,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $406,325 | 1,038 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||