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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in LULU — lululemon athletica inc.

CIK 927971 TORONTO, A6
Back to LULU Full portfolio

Position in LULU

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$25,191,835
-$17,485,477 QoQ
Shares Held
164,545
-19.9% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 93.54340757847397.ToString("F0")% Shared 0.ToString("F0")% None 6.456592421526026.ToString("F0")%

Common Shares in LULU Over Time

Shares Held

Position Value (USD)

Derivatives in LULU

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$1,423,830
PutShares
9,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Apparel Retail

Consumer Cyclical · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $680,795,275 across 12 Apparel Retail names. LULU ranks #3 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TJX
Tjx Companies Inc /De/
 3,106,194 $496,059,178
2 ROST
Ross Stores, Inc.
 675,188 $146,265,973
3 LULU
lululemon athletica inc.
This page 		164,545 $25,191,835
4 BURL
Burlington Stores, Inc.
 12,547 $4,082,542
5 GAP
Gap Inc
 157,452 $3,810,336
6 VSXY
Victoria's Secret & Co.
 62,231 $2,885,027
7 ANF
Abercrombie & Fitch Co /De/
 10,238 $935,444
8 BOOT
Boot Barn Holdings, Inc.
 3,384 $495,281

All Filings in LULU

Export CSV
42 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,423,830 9,300
2026-03-31 $25,191,835 164,545
2025-12-31 $42,677,312 205,367
2025-12-31 $6,525,234 31,400
2025-09-30 $195,723 1,100
2025-09-30 $53,966,169 303,300
2025-09-30 $89,426,545 502,594
2025-06-30 $34,496,616 145,200
2025-06-30 $154,795,958 651,553
2025-03-31 $396,284 1,400
2025-03-31 $152,261,367 537,912
2024-12-31 $3,212,244 8,400
2024-12-31 $221,583,646 579,440
2024-09-30 $2,279,340 8,400
2024-09-30 $151,787,488 559,379
2024-06-30 $139,993,221 468,675
2024-03-31 $3,672,110 9,400
2024-03-31 $171,188,687 438,215
2023-12-31 $4,345,965 8,500
2023-12-31 $253,282,326 495,379
2023-12-31 $7,158,060 14,000
2023-09-30 $6,285,443 16,300
2023-09-30 $152,376,872 395,158
2023-06-30 $150,612,339 397,919
2023-03-31 $90,393,414 248,204
2022-12-31 $13,231,694 41,300
2022-12-31 $27,296,376 85,200
2022-12-31 $91,719,025 286,282
2022-09-30 $85,568,562 306,083
2022-09-30 $4,193,400 15,000
2022-09-30 $4,193,400 15,000
2022-06-30 $90,756,500 332,917
2022-03-31 $5,478,450 15,000
2022-03-31 $134,173,811 367,368
2021-12-31 $87,949,025 224,675
2021-09-30 $156,790,490 387,424
2021-06-30 $109,722,023 300,633
2021-03-31 $117,521,454 383,168
2020-12-31 $115,128,318 330,800
2020-09-30 $87,801,144 266,573
2020-06-30 $87,243,919 279,619
2020-03-31 $41,857,564 220,826

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