CMC Financial Group’s Estee Lauder EL Stock Holding History

CMC Financial Group’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	–	Sell	-4,326	Closed	-$453K	–	42
2025 Q4	$453K	Buy	+4,326	New	+$420K	0.81%	22
2022 Q1	–	Sell	-5,694	Closed	-$2.11M	–	33
2021 Q4	$2.11M	Buy	5,694 +1	+0%	+$339	1.14%	13
2021 Q3	$1.71M	Sell	5,693 -15	-0.3%	-$4.9K	0.99%	11
2021 Q2	$1.82M	Sell	5,708 -88	-2%	-$26.7K	1.03%	13
2021 Q1	$1.69M	Sell	5,796 -200	-3%	-$54.8K	1.01%	13
2020 Q4	$1.6M	Sell	5,996 -443	-7%	-$107K	1.25%	8
2020 Q3	$1.41M	Sell	6,439 -89	-1%	-$18.3K	1.37%	9
2020 Q2	$1.23M	Buy	6,528 +313	+5%	+$55.9K	0.92%	10
2020 Q1	$990K	Sell	6,215 -32	-0.5%	-$6.17K	4.31%	7
2019 Q4	$1.29M	Sell	6,247 -1,431	-19%	-$278K	1.1%	10
2019 Q3	$1.53M	Hold	7,678	–	–	2.02%	6
2019 Q2	$1.41M	Sell	7,678 -858	-10%	-$147K	1.8%	7
2019 Q1	$1.41M	Buy	8,536 +61	+0.7%	+$8.96K	1.32%	13
2018 Q4	$1.1M	Buy	+8,475	New	+$1.15M	1.12%	11

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

CMC Financial Group's EL Position: Q1 2026 in Review

CMC Financial Group sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 4,326 shares — an estimated $453K sold.

CMC Financial Group first reported a position in EL in Q4 2018 and held it in 14 quarters. The position peaked at $2.11M in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

CMC Financial Group reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
CMC Financial Group sold 4,326 Estee Lauder shares in Q1 2026, an estimated $453K.
CMC Financial Group first reported a position in Estee Lauder in Q4 2018 and held it in 14 quarters.
CMC Financial Group's Estee Lauder position peaked at $2.11M in Q4 2021.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.