J. Stern & Co’s Estee Lauder EL Stock Holding History

J. Stern & Co’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	$2.83M	Sell	39,470 -4,055,291	-99%	-$414M	0.27%	26
2025 Q4	$4.09B	Buy	4,094,761 +4,001,300	+4,281%	+$388M	0.35%	21
2025 Q3	$8.24M	Buy	93,461 +49,857	+114%	+$4.44M	0.62%	23
2025 Q2	$2.78M	Buy	43,604 +2,293	+6%	+$148K	0.24%	29
2025 Q1	$2.73M	Buy	41,311 +10,932	+36%	+$791K	0.26%	27
2024 Q4	$2.28M	Buy	30,379 +12,204	+67%	+$964K	0.21%	28
2024 Q3	$1.81M	Buy	18,175 +7,919	+77%	+$751K	0.19%	27
2024 Q2	$1.09M	Buy	10,256 +5,910	+136%	+$775K	0.13%	27
2024 Q1	$670K	Buy	4,346 +1,966	+83%	+$279K	0.08%	22
2023 Q4	$314K	Buy	+2,380	New	+$316K	0.06%	29

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

J. Stern & Co's EL Position: Q1 2026 in Review

J. Stern & Co reduced its Estee Lauder (EL) stake by 99% in Q1 2026, selling an estimated $414M and leaving 39,470 shares worth $2.83M. The position accounts for 0.27% of the portfolio, ranked #26.

J. Stern & Co first reported a position in EL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.09B in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

J. Stern & Co held 39,470 shares of Estee Lauder worth $2.83M as of Q1 2026.
J. Stern & Co sold 4,055,291 Estee Lauder shares in Q1 2026, an estimated $414M.
Estee Lauder made up 0.27% of J. Stern & Co's portfolio in Q1 2026, its #26 holding.
J. Stern & Co first reported a position in Estee Lauder in Q4 2023 and has held it in 10 quarters since.
J. Stern & Co's Estee Lauder position peaked at $4.09B in Q4 2025.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.