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Meridian Wealth Management’s Estee Lauder EL Stock Holding History

Meridian 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 		– Sell
-2,287
Closed -$240K – 791
2025
Q4 		$240K Sell
2,287
-66
-3% -$6.41K 0.01% 676
2025
Q3 		$207K Sell
2,353
-1,029
-30% -$91.6K 0.01% 675
2025
Q2 		$273K Buy
+3,382
New +$218K 0.01% 575
2025
Q1 		– Sell
-2,878
Closed -$216K – 627
2024
Q4 		$216K Sell
2,878
-203
-7% -$16K 0.01% 591
2024
Q3 		$307K Buy
+3,081
New +$292K 0.02% 511
2024
Q2 		– Sell
-3,223
Closed -$497K – 357
2024
Q1 		$497K Buy
3,223
+424
+15% +$60.1K 0.08% 137
2023
Q4 		$409K Buy
+2,799
New +$371K 0.03% 423
2022
Q3 		– Sell
-2,320
Closed -$591K – 516
2022
Q2 		$591K Buy
2,320
+318
+16% +$80.7K 0.05% 320
2022
Q1 		$545K Buy
+2,002
New +$602K 0.06% 227
2020
Q1 		– Sell
-2,035
Closed -$420K – 214
2019
Q4 		$420K Sell
2,035
-100
-5% -$19.4K 0.2% 104
2019
Q3 		$425K Buy
2,135
+50
+2% +$9.56K 0.2% 103
2019
Q2 		$3.82K Hold
2,085
– – 0.15% 114
2019
Q1 		$345K Buy
2,085
+315
+18% +$46.3K 0.16% 123
2018
Q4 		$230K Buy
+1,770
New +$240K 0.14% 140

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

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

Meridian Wealth Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,287 shares — an estimated $240K sold.

Meridian Wealth Management first reported a position in EL in Q4 2018 and held it in 14 quarters. The position peaked at $591K in Q2 2022. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Meridian Wealth Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 2,287 Estee Lauder shares in Q1 2026, an estimated $240K.
  • Meridian Wealth Management first reported a position in Estee Lauder in Q4 2018 and held it in 14 quarters.
  • Meridian Wealth Management's Estee Lauder position peaked at $591K in Q2 2022.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.