MBM Wealth Consultants’s Estee Lauder EL Stock Holding History

MBM Wealth Consultants’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	–	Sell	-1,311	Closed	-$94.1K	–	203
2026 Q1	$94.1K	Buy	+1,311	New	+$134K	0.02%	126
2023 Q2	–	Sell	-511	Closed	-$126K	–	154
2023 Q1	$126K	Hold	511	–	–	0.05%	120
2022 Q4	$130K	Hold	511	–	–	0.06%	121
2022 Q3	$112K	Hold	511	–	–	0.05%	104
2022 Q2	$130K	Hold	511	–	–	0.06%	93
2022 Q1	$139K	Hold	511	–	–	0.06%	112
2021 Q4	$189K	Hold	511	–	–	0.08%	98
2021 Q3	$153K	Hold	511	–	–	0.07%	114
2021 Q2	$163K	Hold	511	–	–	0.08%	107
2021 Q1	$149K	Hold	511	–	–	0.08%	104
2020 Q4	$136K	Hold	511	–	–	0.07%	99
2020 Q3	$112K	Hold	511	–	–	0.07%	96
2020 Q2	$96K	Hold	511	–	–	0.07%	92
2020 Q1	$81K	Hold	511	–	–	0.07%	94
2019 Q4	$106K	Hold	511	–	–	0.08%	96
2019 Q3	$102K	Hold	511	–	–	0.08%	98
2019 Q2	$94K	Hold	511	–	–	0.08%	101
2019 Q1	$85K	Hold	511	–	–	0.07%	101
2018 Q4	$66K	Buy	+511	New	+$69.4K	0.06%	113

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

MBM Wealth Consultants's EL Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Estee Lauder (EL) in Q2 2026, closing a stake of 1,311 shares — an estimated $94.1K sold.

MBM Wealth Consultants first reported a position in EL in Q4 2018 and held it in 19 quarters. The position peaked at $189K in Q4 2021. 827 funds tracked by Wall St. Rank hold EL as of Q2 2026.

MBM Wealth Consultants reported no remaining Estee Lauder position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 1,311 Estee Lauder shares in Q2 2026, an estimated $94.1K.
MBM Wealth Consultants first reported a position in Estee Lauder in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Estee Lauder position peaked at $189K in Q4 2021.
827 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.