Position in LULU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,425
-$1,168 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#739
of 847 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $3,449,595 across 2 Apparel Retail names. LULU ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
22,747 | $3,446,170 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
30 | $3,425 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,425 | 30 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,593 | 30 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,170 | 73 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $620,263 | 3,486 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $849,823 | 3,577 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $983,350 | 3,474 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,147,230 | 3,000 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $480,018 | 1,769 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $647,282 | 2,167 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $883,650 | 2,262 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,012,354 | 1,980 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $681,758 | 1,768 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $587,810 | 1,553 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $539,365 | 1,481 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $487,297 | 1,521 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $425,210 | 1,521 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $432,632 | 1,587 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $570,124 | 1,561 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $631,017 | 1,612 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $588,029 | 1,453 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $387,963 | 1,063 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $233,713 | 762 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $187,588 | 539 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $151,510 | 460 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $126,988 | 407 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $77,146 | 407 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||