Poehling Capital Management’s Estee Lauder EL Stock Holding History

Poehling Capital 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 Q2	$2.61M	Sell	33,050 -224	-0.7%	-$18.1K	0.56%	53
2026 Q1	$2.39M	Sell	33,274 -20,676	-38%	-$2.11M	0.5%	56
2025 Q4	$5.65M	Sell	53,950 -471	-0.9%	-$45.7K	1.16%	26
2025 Q3	$4.8M	Buy	54,421 +1,020	+2%	+$90.8K	1.01%	31
2025 Q2	$4.31M	Buy	53,401 +1,156	+2%	+$74.4K	1.01%	32
2025 Q1	$3.45M	Buy	52,245 +20,741	+66%	+$1.5M	0.87%	35
2024 Q4	$2.36M	Buy	31,504 +15,597	+98%	+$1.23M	0.58%	49
2024 Q3	$1.59M	Buy	+15,907	New	+$1.51M	0.41%	64
2018 Q2	–	Sell	-436	Closed	-$65K	–	305
2018 Q1	$65K	Hold	436	–	–	0.05%	128
2017 Q4	$55K	Buy	+436	New	+$52.4K	0.05%	136

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

Poehling Capital Management's EL Position: Q2 2026 in Review

Poehling Capital Management reduced its Estee Lauder (EL) stake by 0.67% in Q2 2026, selling an estimated $18.1K and leaving 33,050 shares worth $2.61M. The position accounts for 0.56% of the portfolio, ranked #53.

Poehling Capital Management first reported a position in EL in Q4 2017 and has held it in 10 quarters since. The position peaked at $5.65M in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Poehling Capital Management held 33,050 shares of Estee Lauder worth $2.61M as of Q2 2026.
Poehling Capital Management sold 224 Estee Lauder shares in Q2 2026, an estimated $18.1K.
Estee Lauder made up 0.56% of Poehling Capital Management's portfolio in Q2 2026, its #53 holding.
Poehling Capital Management first reported a position in Estee Lauder in Q4 2017 and has held it in 10 quarters since.
Poehling Capital Management's Estee Lauder position peaked at $5.65M in Q4 2025.
830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.