First Western Trust Bank’s Estee Lauder EL Stock Holding History

First Western Trust Bank’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 Q2	$230K	Sell	2,914 -10,824	-79%	-$874K	0.01%	200
2026 Q1	$986K	Buy	13,738 +258	+2%	+$26.4K	0.05%	85
2025 Q4	$1.41M	Sell	13,480 -650	-5%	-$63.1K	0.07%	72
2025 Q3	$1.25M	Sell	14,130 -635	-4%	-$56.5K	0.06%	81
2025 Q2	$1.19M	Sell	14,765 -662	-4%	-$42.6K	0.05%	80
2025 Q1	$1.02M	Sell	15,427 -1,575	-9%	-$114K	0.05%	84
2024 Q4	$1.27M	Sell	17,002 -2,610	-13%	-$206K	0.06%	79
2024 Q3	$1.96M	Sell	19,612 -2,987	-13%	-$283K	0.09%	68
2024 Q2	$2.4M	Sell	22,599 -4,284	-16%	-$562K	0.11%	59
2024 Q1	$4.14M	Sell	26,883 -3,676	-12%	-$521K	0.19%	46
2023 Q4	$4.47M	Sell	30,559 -2,835	-8%	-$376K	0.22%	42
2023 Q3	$4.83M	Sell	33,394 -2,055	-6%	-$343K	0.26%	41
2023 Q2	$6.96M	Sell	35,449 -813	-2%	-$172K	0.34%	31
2023 Q1	$8.94M	Buy	36,262 +1,647	+5%	+$418K	0.47%	26
2022 Q4	$8.59M	Sell	34,615 -816	-2%	-$182K	0.49%	23
2022 Q3	$7.65M	Buy	35,431 +453	+1%	+$116K	0.51%	20
2022 Q2	$8.99M	Sell	34,978 -2,270	-6%	-$576K	0.6%	14
2022 Q1	$10.4M	Buy	+37,248	New	+$11.2M	0.53%	21

Other funds holding EL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

First Western Trust Bank's EL Position: Q2 2026 in Review

First Western Trust Bank reduced its Estee Lauder (EL) stake by 79% in Q2 2026, selling an estimated $874K and leaving 2,914 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #200.

First Western Trust Bank first reported a position in EL in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.4M in Q1 2022. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

First Western Trust Bank held 2,914 shares of Estee Lauder worth $230K as of Q2 2026.
First Western Trust Bank sold 10,824 Estee Lauder shares in Q2 2026, an estimated $874K.
Estee Lauder made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #200 holding.
First Western Trust Bank first reported a position in Estee Lauder in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Estee Lauder position peaked at $10.4M in Q1 2022.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.