Bernard Wealth Management Corp.
Position in LULU — lululemon athletica inc.
CIK 2056313
ROYAL OAK, MI
Position in LULU
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$16,441
-$5,605 QoQ
Shares Held
144
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#661
of 847 holders
Holding Since
Dec 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, 2026Bernard Wealth Management Corp. holds $36,893 across 2 Apparel Retail names. LULU ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
135 | $20,452 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
144 | $16,441 |
All Filings in LULU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,441 | 144 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $22,046 | 144 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,924 | 144 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $32,739 | 184 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $43,714 | 184 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $52,083 | 184 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $70,363 | 184 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||