GM Advisory Group’s Estee Lauder EL Stock Holding History

GM Advisory 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
2025 Q4	–	Sell	-30,492	Closed	-$2.69M	–	353
2025 Q3	$2.69M	Hold	30,492	–	–	0.11%	83
2025 Q2	$2.46M	Buy	30,492 +10,000	+49%	+$643K	0.12%	84
2025 Q1	$1.35M	Buy	+20,492	New	+$1.48M	0.07%	108
2024 Q3	–	Sell	-1,968	Closed	-$209K	–	258
2024 Q2	$209K	Buy	1,968 +24	+1%	+$3.15K	0.01%	224
2024 Q1	$300K	Buy	1,944 +6	+0.3%	+$851	0.02%	181
2023 Q4	$283K	Sell	1,938 -2,471	-56%	-$328K	0.02%	174
2023 Q3	$637K	Buy	4,409 +6	+0.1%	+$1K	0.05%	107
2023 Q2	$865K	Buy	4,403 +5	+0.1%	+$1.06K	0.07%	89
2023 Q1	$1.08M	Buy	4,398 +4	+0.1%	+$1.02K	0.1%	69
2022 Q4	$1.09M	Buy	4,394 +4	+0.1%	+$893	0.12%	65
2022 Q3	$948K	Buy	4,390 +2,690	+158%	+$687K	0.12%	68
2022 Q2	$433K	Hold	1,700	–	–	0.07%	121
2022 Q1	$463K	Sell	1,700 -46	-3%	-$13.8K	0.06%	130
2021 Q4	$646K	Buy	1,746 +46	+3%	+$15.6K	0.06%	117
2021 Q3	$510K	Hold	1,700	–	–	0.05%	124
2021 Q2	$541K	Hold	1,700	–	–	0.06%	123
2021 Q1	$494K	Hold	1,700	–	–	0.06%	119
2020 Q4	$453K	Hold	1,700	–	–	0.06%	111
2020 Q3	$371K	Hold	1,700	–	–	0.06%	113
2020 Q2	$321K	Buy	1,700 +265	+18%	+$47.3K	0.06%	137
2020 Q1	$229K	Hold	1,435	–	–	0.06%	108
2019 Q4	$296K	Hold	1,435	–	–	0.09%	70
2019 Q3	$285K	Hold	1,435	–	–	0.09%	83
2019 Q2	$263K	Hold	1,435	–	–	0.08%	88
2019 Q1	$238K	Buy	+1,435	New	+$211K	0.08%	92
2018 Q4	–	Sell	-1,435	Closed	-$209K	–	109
2018 Q3	$209K	Hold	1,435	–	–	0.07%	107
2018 Q2	$205K	Hold	1,435	–	–	0.06%	114
2018 Q1	$215K	Buy	+1,435	New	+$199K	0.06%	115

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

IFP

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

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

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

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

GM Advisory Group's EL Position: Q4 2025 in Review

GM Advisory Group sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 30,492 shares — an estimated $2.69M sold.

GM Advisory Group first reported a position in EL in Q1 2018 and held it in 28 quarters. The position peaked at $2.69M in Q3 2025. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

GM Advisory Group reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
GM Advisory Group sold 30,492 Estee Lauder shares in Q4 2025, an estimated $2.69M.
GM Advisory Group first reported a position in Estee Lauder in Q1 2018 and held it in 28 quarters.
GM Advisory Group's Estee Lauder position peaked at $2.69M in Q3 2025.
889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.