Bank of Montreal’s Estee Lauder EL Stock Holding History

Bank of Montreal’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23,300	Closed	-$1.75M	–	3560
2024 Q4	$1.75M	Buy	+23,300	New	+$1.84M	﹤0.01%	1601
2022 Q3	–	Sell	-7,300	Closed	-$1.92K	–	4153
2022 Q2	$1.92K	Buy	+7,300	New	+$1.85M	﹤0.01%	1911
2020 Q2	–	Sell	-10,100	Closed	-$1.51M	–	4666
2020 Q1	$1.51M	Buy	+10,100	New	+$1.95M	﹤0.01%	1550
2013 Q4	–	Sell	-30,000	Closed	-$2.1M	–	3770
2013 Q3	$2.1M	Buy	+30,000	New	+$2.03M	﹤0.01%	1147

Other funds holding EL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal's EL Position: Q2 2026 in Review

Bank of Montreal increased its Estee Lauder (EL) stake by 35% in Q2 2026, buying an estimated $4.73M and bringing the position to 224,145 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #964.

Bank of Montreal first reported a position in EL in Q2 2013 and has held it in 53 quarters since. The position peaked at $187M in Q2 2021. 562 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Bank of Montreal held 224,145 shares of Estee Lauder worth $17.7M as of Q2 2026.
Bank of Montreal bought 58,595 Estee Lauder shares in Q2 2026, an estimated $4.73M.
Estee Lauder made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #964 holding.
Bank of Montreal first reported a position in Estee Lauder in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Estee Lauder position peaked at $187M in Q2 2021.
562 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.