Mowery & Schoenfeld Wealth Management, LLC
Position in LULU — lululemon athletica inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in LULU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,141
-$7,171 QoQ
Shares Held
10
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#784
of 847 holders
Holding Since
Dec 2024
6 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $95,444 across 3 Apparel Retail names. LULU ranks #3 (1.2% of the industry book) .
All Filings in LULU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141 | 10 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $8,312 | 40 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,337 | 30 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,265 | 39 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,039 | 39 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,824 | 10 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||