Chase Investment Counsel’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.37M Buy
12,000
+4,000
+50% +$534K 0.29% 67
2026
Q1
$1.22M Hold
8,000
0.32% 70
2025
Q4
$1.66M Buy
8,000
+4,000
+100% +$725K 0.46% 51
2025
Q3
$711K Buy
+4,000
New +$802K 0.21% 81
2024
Q1
Sell
-5,226
Closed -$2.67M 139
2023
Q4
$2.67M Buy
+5,226
New +$2.26M 1.18% 33

Other funds holding LULU

Chase Investment Counsel's LULU Position: Q2 2026 in Review

Chase Investment Counsel increased its lululemon athletica (LULU) stake by 50% in Q2 2026, buying an estimated $534K and bringing the position to 12,000 shares worth $1.37M. The position accounts for 0.29% of the portfolio, ranked #67.

Chase Investment Counsel first reported a position in LULU in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.67M in Q4 2023. 849 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Chase Investment Counsel held 12,000 shares of lululemon athletica worth $1.37M as of Q2 2026.
  • Chase Investment Counsel bought 4,000 lululemon athletica shares in Q2 2026, an estimated $534K.
  • lululemon athletica made up 0.29% of Chase Investment Counsel's portfolio in Q2 2026, its #67 holding.
  • Chase Investment Counsel first reported a position in lululemon athletica in Q4 2023 and has held it in 5 quarters since.
  • Chase Investment Counsel's lululemon athletica position peaked at $2.67M in Q4 2023.
  • 849 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.