SEC 13F Intelligence

Tower View Wealth Management LLC / LULU

Tower View Wealth Management LLC’s Lululemon Athletica Inc Position

Does Tower View Wealth Management LLC own Lululemon Athletica Inc (LULU)? Not currently — the last reported position was 5.8K shares worth $2M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2024
Shares
5.8K
% of Portfolio
+1.33%
Quarters Held
17
position exited

Position History LULU

Reported value by quarter
Q1 ’20: $5,000Q1 ’20Q2 ’20: $11,000Q3 ’20: $12,000Q4 ’20: $12,000Q4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2,144Q1 ’23: $2,385Q1 ’23Q2 ’23: $2,372Q3 ’23: $2,424Q4 ’23: $3,218Q4 ’23Q1 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20245.8K$2M+1.33%
Q4 20236.3K$3,218+1.99%
Q3 20236.3K$2,424+1.70%
Q2 20236.3K$2,372+1.61%
Q1 20236.5K$2,385+1.60%
Q4 20226.7K$2,144+1.49%
Q3 20226.8K$2M+1.44%
Q2 20226.8K$2M+1.35%
Q1 20227.0K$3M+1.37%
Q4 20216.7K$3M+1.33%
Q3 20216.6K$3M+1.49%
Q2 20216.6K$2M+1.22%
Q1 20216.6K$2M+1.10%
Q4 202035$12,000+0.01%
Q3 202035$12,000+0.01%
Q2 202035$11,000+0.01%
Q1 202025$5,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of LULU.