Mattson Financial Services, LLC
Position in LULU — lululemon athletica inc.
CIK 2034595
KENTWOOD, MI
Position in LULU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$291,387
-$10,220 QoQ
Shares Held
2,552
+29.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#524
of 847 holders
Holding Since
Jun 2024
7 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, 2026Mattson Financial Services, LLC holds $2,403,976 across 3 Apparel Retail names. LULU ranks #2 (12.1% of the industry book) .
All Filings in LULU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,387 | 2,552 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $301,607 | 1,970 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $354,731 | 1,707 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $136,433 | 482 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $152,580 | 399 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $315,577 | 1,163 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $351,867 | 1,178 | Shares | Sole | 2024-09-30 | |
| No filing history on record for this holder in this stock. | ||||||