LT
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Legacy Trust’s Estee Lauder EL Stock Holding History

Legacy Trust’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 		$2.28M Buy
28,828
+1,958
+7% +$158K 0.4% 55
2026
Q1 		$1.93M Buy
26,870
+2,425
+10% +$248K 0.37% 58
2025
Q4 		$2.56M Buy
+24,445
New +$2.37M 0.48% 50
2023
Q2 		– Sell
-834
Closed -$206K – 163
2023
Q1 		$206K Sell
834
-50
-6% -$12.7K 0.06% 155
2022
Q4 		$219K Buy
+884
New +$197K 0.07% 149

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Trust's EL Position: Q2 2026 in Review

Legacy Trust increased its Estee Lauder (EL) stake by 7.3% in Q2 2026, buying an estimated $158K and bringing the position to 28,828 shares worth $2.28M. The position accounts for 0.4% of the portfolio, ranked #55.

Legacy Trust first reported a position in EL in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.56M in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Legacy Trust held 28,828 shares of Estee Lauder worth $2.28M as of Q2 2026.
  • Legacy Trust bought 1,958 Estee Lauder shares in Q2 2026, an estimated $158K.
  • Estee Lauder made up 0.4% of Legacy Trust's portfolio in Q2 2026, its #55 holding.
  • Legacy Trust first reported a position in Estee Lauder in Q4 2022 and has held it in 5 quarters since.
  • Legacy Trust's Estee Lauder position peaked at $2.56M in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.