CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LULU — lululemon athletica inc.
CIK 884546
SAN FRANCISCO, CA
Position in LULU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$107,926,588
-$25,002,027 QoQ
Shares Held
945,232
+8.9% QoQ
Ownership
0.872%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,284,922,049 across 22 Apparel Retail names. LULU ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
7,181,619 | $1,088,015,278 | |
| 2 | ROST |
Ross Stores, Inc.
|
2,023,570 | $430,716,873 | |
| 3 | BURL |
Burlington Stores, Inc.
|
431,194 | $136,602,259 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
1,380,550 | $115,248,314 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
945,232 | $107,926,588 | |
| 6 | URBN |
Urban Outfitters Inc
|
1,014,179 | $71,864,723 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
789,803 | $71,090,168 | |
| 8 | BOOT |
Boot Barn Holdings, Inc.
|
371,752 | $61,067,701 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,926,588 | 945,232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $132,928,615 | 868,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $171,068,568 | 823,197 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $141,746,155 | 796,640 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $181,587,858 | 764,323 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $211,033,118 | 745,542 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $275,110,725 | 719,413 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $190,567,476 | 702,294 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,858,568 | 682,486 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $261,028,814 | 668,191 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $334,072,284 | 653,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $155,847,751 | 404,159 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $150,033,236 | 396,389 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $146,987,448 | 403,601 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $128,631,929 | 401,498 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $108,804,192 | 389,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $105,495,980 | 386,985 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $141,411,577 | 387,185 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $146,808,233 | 375,037 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $146,972,470 | 363,164 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $129,886,618 | 355,883 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $106,903,157 | 348,548 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $129,456,719 | 371,970 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $118,836,366 | 360,799 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $99,641,641 | 319,354 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $62,310,013 | 328,726 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||