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Sunbelt Securities’s Estee Lauder EL Stock Holding History

Sunbelt Securities’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 		$290K Buy
4,043
+50
+1% +$5.11K 0.02% 536
2025
Q4 		$418K Hold
3,993
– – 0.03% 448
2025
Q3 		$352K Buy
3,993
+3,936
+6,905% +$350K 0.02% 480
2025
Q2 		$4.3K Sell
57
-1
-2% -$64 ﹤0.01% 1479
2025
Q1 		$3.81K Buy
58
+1
+2% +$72 ﹤0.01% 1474
2024
Q4 		$4.26K Sell
57
-76
-57% -$6K ﹤0.01% 1480
2024
Q3 		$13.3K Buy
133
+47
+55% +$4.46K ﹤0.01% 1243
2024
Q2 		$9.12K Buy
86
+1
+1% +$131 ﹤0.01% 1278
2024
Q1 		$13.2K Sell
85
-68
-44% -$9.65K ﹤0.01% 1181
2023
Q4 		$22.4K Sell
153
-124
-45% -$16.5K ﹤0.01% 1004
2023
Q3 		$40K Buy
277
+125
+82% +$20.8K 0.01% 855
2023
Q2 		$29.8K Sell
152
-59
-28% -$12.5K ﹤0.01% 913
2023
Q1 		$52K Buy
+211
New +$53.6K 0.01% 738
2020
Q2 		– Sell
-2,547
Closed -$406K – 322
2020
Q1 		$406K Sell
2,547
-8,022
-76% -$1.55M 0.02% 259
2019
Q4 		$2.18M Sell
10,569
-64
-0.6% -$12.4K 0.23% 103
2019
Q3 		$2.12M Buy
10,633
+7,554
+245% +$1.44M 0.24% 97
2019
Q2 		$564K Sell
3,079
-42
-1% -$7.18K 0.25% 117
2019
Q1 		$517K Buy
+3,121
New +$458K 0.26% 108
2018
Q4 		– Sell
-3,130
Closed -$455K – 218
2018
Q3 		$455K Sell
3,130
-5
-0.2% -$694 0.24% 115
2018
Q2 		$447K Sell
3,135
-47
-1% -$6.96K 0.27% 104
2018
Q1 		$476K Sell
3,182
-56
-2% -$7.75K 0.44% 72
2017
Q4 		$412K Sell
3,238
-80
-2% -$9.61K 0.4% 82
2017
Q3 		$358K Buy
+3,318
New +$340K 0.38% 93

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Sunbelt Securities's EL Position: Q1 2026 in Review

Sunbelt Securities increased its Estee Lauder (EL) stake by 1.3% in Q1 2026, buying an estimated $5.11K and bringing the position to 4,043 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #536.

Sunbelt Securities first reported a position in EL in Q3 2017 and has held it in 23 quarters since. The position peaked at $2.18M in Q4 2019. 836 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Sunbelt Securities held 4,043 shares of Estee Lauder worth $290K as of Q1 2026.
  • Sunbelt Securities bought 50 Estee Lauder shares in Q1 2026, an estimated $5.11K.
  • Estee Lauder made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #536 holding.
  • Sunbelt Securities first reported a position in Estee Lauder in Q3 2017 and has held it in 23 quarters since.
  • Sunbelt Securities's Estee Lauder position peaked at $2.18M in Q4 2019.
  • 836 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.