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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
Q2 		$228 Hold
2
– – ﹤0.01% 414
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cheviot Value Management's LULU Position: Q2 2026 in Review

Cheviot Value Management held its lululemon athletica (LULU) position steady in Q2 2026 at 2 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Cheviot Value Management first reported a position in LULU in Q1 2025 and has held it in 6 quarters since. The position peaked at $557 in Q1 2025. 847 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Cheviot Value Management held 2 shares of lululemon athletica worth $228 as of Q2 2026.
  • Cheviot Value Management left its lululemon athletica share count unchanged in Q2 2026.
  • lululemon athletica made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #414 holding.
  • Cheviot Value Management first reported a position in lululemon athletica in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's lululemon athletica position peaked at $557 in Q1 2025.
  • 847 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.