BGAI
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Bruce G. Allen Investments’s Estee Lauder EL Stock Holding History

Bruce G. Allen Investments’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
2026
Q1 		$9.04K Buy
126
+10
+9% +$1.02K 0.01% 503
2025
Q4 		$12.1K Buy
116
+14
+14% +$1.36K 0.01% 450
2025
Q3 		$8.99K Hold
102
– – 0.01% 486
2025
Q2 		$8.24K Buy
102
+65
+176% +$4.18K 0.01% 503
2025
Q1 		$2.44K Sell
37
-69
-65% -$4.99K ﹤0.01% 673
2024
Q4 		$7.95K Buy
106
+96
+960% +$7.58K 0.01% 510
2024
Q3 		$997 Sell
10
-24
-71% -$2.27K ﹤0.01% 821
2024
Q2 		$3.62K Buy
34
+10
+42% +$1.31K ﹤0.01% 611
2024
Q1 		$3.7K Sell
24
-11
-31% -$1.56K ﹤0.01% 633
2023
Q4 		$5.12K Buy
+35
New +$4.64K ﹤0.01% 586

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Bruce G. Allen Investments's EL Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Estee Lauder (EL) stake by 8.6% in Q1 2026, buying an estimated $1.02K and bringing the position to 126 shares worth $9.04K. The position accounts for 0.01% of the portfolio, ranked #503.

Bruce G. Allen Investments first reported a position in EL in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.1K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Bruce G. Allen Investments held 126 shares of Estee Lauder worth $9.04K as of Q1 2026.
  • Bruce G. Allen Investments bought 10 Estee Lauder shares in Q1 2026, an estimated $1.02K.
  • Estee Lauder made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #503 holding.
  • Bruce G. Allen Investments first reported a position in Estee Lauder in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Estee Lauder position peaked at $12.1K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.