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Chase Investment Counsel’s lululemon athletica LULU Stock Holding History

Chase Investment Counsel’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chase Investment Counsel's LULU Position: Q1 2026 in Review

Chase Investment Counsel held its lululemon athletica (LULU) position steady in Q1 2026 at 8,000 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #70.

Chase Investment Counsel first reported a position in LULU in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.67M in Q4 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Chase Investment Counsel held 8,000 shares of lululemon athletica worth $1.22M as of Q1 2026.
  • Chase Investment Counsel left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up 0.32% of Chase Investment Counsel's portfolio in Q1 2026, its #70 holding.
  • Chase Investment Counsel first reported a position in lululemon athletica in Q4 2023 and has held it in 4 quarters since.
  • Chase Investment Counsel's lululemon athletica position peaked at $2.67M in Q4 2023.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.