IWM
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Iams Wealth Management’s Estee Lauder EL Stock Holding History

Iams Wealth 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
-2,839
Closed -$297K – 191
2025
Q4 		$297K Buy
2,839
+200
+8% +$19.4K 0.11% 165
2025
Q3 		$233K Sell
2,639
-162
-6% -$14.4K 0.09% 171
2025
Q2 		$226K Buy
+2,801
New +$180K 0.1% 156
2024
Q2 		– Sell
-1,458
Closed -$215K – 142
2024
Q1 		$215K Buy
+1,458
New +$207K 0.13% 112

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
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

Iams Wealth Management's EL Position: Q1 2026 in Review

Iams Wealth Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,839 shares — an estimated $297K sold.

Iams Wealth Management first reported a position in EL in Q1 2024 and held it in 4 quarters. The position peaked at $297K in Q4 2025. 836 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Iams Wealth Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Iams Wealth Management sold 2,839 Estee Lauder shares in Q1 2026, an estimated $297K.
  • Iams Wealth Management first reported a position in Estee Lauder in Q1 2024 and held it in 4 quarters.
  • Iams Wealth Management's Estee Lauder position peaked at $297K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Iams Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.