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Cheviot Value Management’s lululemon athletica LULU Stock Holding History

Cheviot Value Management’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 		$306 Hold
2
– – ﹤0.01% 392
2025
Q4 		$361 Hold
2
– – ﹤0.01% 382
2025
Q3 		$360 Hold
2
– – ﹤0.01% 413
2025
Q2 		$379 Hold
2
– – ﹤0.01% 397
2025
Q1 		$557 Buy
+2
New +$734 ﹤0.01% 414

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

Cheviot Value Management's LULU Position: Q1 2026 in Review

Cheviot Value Management held its lululemon athletica (LULU) position steady in Q1 2026 at 2 shares worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Cheviot Value Management first reported a position in LULU in Q1 2025 and has held it in 5 quarters since. The position peaked at $557 in Q1 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

  • Cheviot Value Management held 2 shares of lululemon athletica worth $306 as of Q1 2026.
  • Cheviot Value Management left its lululemon athletica share count unchanged in Q1 2026.
  • lululemon athletica made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #392 holding.
  • Cheviot Value Management first reported a position in lululemon athletica in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's lululemon athletica position peaked at $557 in Q1 2025.
  • 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.