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

IMG 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 		$718 Sell
10
-57
-85% -$5.82K ﹤0.01% 486
2025
Q4 		$7.02K Hold
67
– – ﹤0.01% 376
2025
Q3 		$5.9K Hold
67
– – ﹤0.01% 334
2025
Q2 		$5.41K Buy
+67
New +$4.31K ﹤0.01% 336

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

IMG Wealth Management reduced its Estee Lauder (EL) stake by 85% in Q1 2026, selling an estimated $5.82K and leaving 10 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #486.

IMG Wealth Management first reported a position in EL in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.02K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • IMG Wealth Management held 10 shares of Estee Lauder worth $718 as of Q1 2026.
  • IMG Wealth Management sold 57 Estee Lauder shares in Q1 2026, an estimated $5.82K.
  • Estee Lauder made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #486 holding.
  • IMG Wealth Management first reported a position in Estee Lauder in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Estee Lauder position peaked at $7.02K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

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