IMA Advisory Services’s Estee Lauder EL Stock Holding History

IMA Advisory Services’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	$158	Hold	2	–	–	﹤0.01%	1354
2026 Q1	$143	Hold	2	–	–	﹤0.01%	984
2025 Q4	$209	Hold	2	–	–	﹤0.01%	940
2025 Q3	$176	Hold	2	–	–	﹤0.01%	510
2025 Q2	$162	Buy	+2	New	+$129	﹤0.01%	522
2018 Q3	–	Sell	-5	Closed	-$1K	–	376
2018 Q2	$1K	Buy	+5	New	+$740	﹤0.01%	425

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

IMA Advisory Services's EL Position: Q2 2026 in Review

IMA Advisory Services held its Estee Lauder (EL) position steady in Q2 2026 at 2 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

IMA Advisory Services first reported a position in EL in Q2 2018 and has held it in 6 quarters since. The position peaked at $1K in Q2 2018. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

IMA Advisory Services held 2 shares of Estee Lauder worth $158 as of Q2 2026.
IMA Advisory Services left its Estee Lauder share count unchanged in Q2 2026.
Estee Lauder made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1354 holding.
IMA Advisory Services first reported a position in Estee Lauder in Q2 2018 and has held it in 6 quarters since.
IMA Advisory Services's Estee Lauder position peaked at $1K in Q2 2018.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.