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Summit Securities Group’s Estee Lauder EL Stock Holding History

Summit Securities Group’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 		$2.94K Sell
41
-323
-89% -$33K ﹤0.01% 891
2025
Q4 		$38.1K Sell
364
-313
-46% -$30.4K 0.01% 673
2025
Q3 		$59.7K Buy
677
+519
+328% +$46.2K 0.01% 518
2025
Q2 		$12.8K Buy
+158
New +$10.2K ﹤0.01% 835
2024
Q3 		– Sell
-1,500
Closed -$160K – 662
2024
Q2 		$160K Buy
+1,500
New +$197K 0.03% 179
2023
Q3 		– Sell
-302
Closed -$59K – 692
2023
Q2 		$59K Sell
302
-152
-33% -$32.2K 0.01% 379
2023
Q1 		$112K Buy
454
+220
+94% +$55.9K 0.01% 278
2022
Q4 		$58K Buy
+234
New +$52.3K ﹤0.01% 691
2022
Q3 		– Sell
-486
Closed -$124K – 991
2022
Q2 		$124K Buy
486
+391
+412% +$99.2K 0.02% 375
2022
Q1 		$26K Sell
95
-629
-87% -$189K ﹤0.01% 677
2021
Q4 		$268K Buy
724
+24
+3% +$8.15K 0.01% 523
2021
Q3 		$210K Sell
700
-144
-17% -$47K 0.02% 623
2021
Q2 		$268K Buy
+844
New +$256K 0.02% 560
2021
Q1 		– Sell
-1,800
Closed -$479K – 611
2020
Q4 		$479K Buy
+1,800
New +$433K 0.04% 354
2019
Q1 		– Sell
-2,700
Closed -$351K – 246
2018
Q4 		$351K Buy
+2,700
New +$367K 0.03% 230
2018
Q2 		– Sell
-2,700
Closed -$404K – 230
2018
Q1 		$404K Sell
2,700
-6,000
-69% -$831K 0.1% 99
2017
Q4 		$1.11M Buy
+8,700
New +$1.05M 0.13% 57
2015
Q2 		– Sell
-482
Closed -$40K – 504
2015
Q1 		$40K Buy
+482
New +$37.9K 0.03% 194
2014
Q4 		– Sell
-1
Closed – – 635
2014
Q3 		$0 Buy
+1
New +$75 ﹤0.01% 732

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

Summit Securities Group's EL Position: Q1 2026 in Review

Summit Securities Group reduced its Estee Lauder (EL) stake by 89% in Q1 2026, selling an estimated $33K and leaving 41 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Summit Securities Group first reported a position in EL in Q3 2014 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2017. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Summit Securities Group held 41 shares of Estee Lauder worth $2.94K as of Q1 2026.
  • Summit Securities Group sold 323 Estee Lauder shares in Q1 2026, an estimated $33K.
  • Estee Lauder made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #891 holding.
  • Summit Securities Group first reported a position in Estee Lauder in Q3 2014 and has held it in 19 quarters since.
  • Summit Securities Group's Estee Lauder position peaked at $1.11M in Q4 2017.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.