Chevy Chase Trust
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Chevy Chase Trust’s lululemon athletica LULU Stock Holding History

Chevy Chase Trust’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 		$5.77M Sell
50,565
-2,024
-4% -$270K 0.01% 493
2026
Q1 		$8.05M Sell
52,589
-2,126
-4% -$381K 0.02% 440
2025
Q4 		$11.4M Sell
54,715
-943
-2% -$171K 0.03% 383
2025
Q3 		$9.9M Sell
55,658
-2,728
-5% -$547K 0.03% 410
2025
Q2 		$13.9M Sell
58,386
-375
-0.6% -$103K 0.04% 328
2025
Q1 		$16.6M Sell
58,761
-520
-0.9% -$191K 0.05% 290
2024
Q4 		$22.7M Sell
59,281
-2,378
-4% -$776K 0.07% 233
2024
Q3 		$16.7M Sell
61,659
-899
-1% -$239K 0.05% 303
2024
Q2 		$18.7M Sell
62,558
-1,030
-2% -$344K 0.06% 269
2024
Q1 		$24.8M Sell
63,588
-738
-1% -$341K 0.08% 218
2023
Q4 		$32.9M Buy
+64,326
New +$27.8M 0.12% 161
2020
Q1 		– Sell
-430
Closed -$100K – 851
2019
Q4 		$100K Buy
+430
New +$91.7K ﹤0.01% 726

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

Chevy Chase Trust's LULU Position: Q2 2026 in Review

Chevy Chase Trust reduced its lululemon athletica (LULU) stake by 3.8% in Q2 2026, selling an estimated $270K and leaving 50,565 shares worth $5.77M. The position accounts for 0.01% of the portfolio, ranked #493.

Chevy Chase Trust first reported a position in LULU in Q4 2019 and has held it in 12 quarters since. The position peaked at $32.9M in Q4 2023. 841 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Chevy Chase Trust held 50,565 shares of lululemon athletica worth $5.77M as of Q2 2026.
  • Chevy Chase Trust sold 2,024 lululemon athletica shares in Q2 2026, an estimated $270K.
  • lululemon athletica made up 0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #493 holding.
  • Chevy Chase Trust first reported a position in lululemon athletica in Q4 2019 and has held it in 12 quarters since.
  • Chevy Chase Trust's lululemon athletica position peaked at $32.9M in Q4 2023.
  • 841 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.