Forum Financial Management’s Estee Lauder EL Stock Holding History

Forum Financial Management’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	-2,303	Closed	-$241K	–	536
2025 Q4	$241K	Sell	2,303 -82	-3%	-$7.96K	﹤0.01%	865
2025 Q3	$210K	Buy	+2,385	New	+$212K	﹤0.01%	944
2023 Q3	–	Sell	-1,059	Closed	-$208K	–	651
2023 Q2	$208K	Sell	1,059 -27	-2%	-$5.73K	﹤0.01%	598
2023 Q1	$268K	Buy	1,086 +27	+3%	+$6.86K	0.01%	442
2022 Q4	$263K	Hold	1,059	–	–	0.01%	432
2022 Q3	$229K	Sell	1,059 -9	-0.8%	-$2.3K	0.01%	447
2022 Q2	$272K	Sell	1,068 -275	-20%	-$69.8K	0.01%	387
2022 Q1	$365K	Buy	1,343 +31	+2%	+$9.33K	0.02%	314
2021 Q4	$486K	Buy	+1,312	New	+$445K	0.03%	259

Other funds holding EL

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Forum Financial Management's EL Position: Q1 2026 in Review

Forum Financial Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,303 shares — an estimated $241K sold.

Forum Financial Management first reported a position in EL in Q4 2021 and held it in 9 quarters. The position peaked at $486K in Q4 2021. 835 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Forum Financial Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,303 Estee Lauder shares in Q1 2026, an estimated $241K.
Forum Financial Management first reported a position in Estee Lauder in Q4 2021 and held it in 9 quarters.
Forum Financial Management's Estee Lauder position peaked at $486K in Q4 2021.
835 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.