TFC Financial Management’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.4K Sell
159
-5
-3% -$511 ﹤0.01% 397
2025
Q4
$17.2K Hold
164
﹤0.01% 359
2025
Q3
$14.5K Buy
164
+5
+3% +$445 ﹤0.01% 379
2025
Q2
$12.8K Buy
159
+21
+15% +$1.35K ﹤0.01% 362
2025
Q1
$9.11K Sell
138
-18
-12% -$1.3K ﹤0.01% 365
2024
Q4
$11.7K Sell
156
-146
-48% -$11.5K ﹤0.01% 349
2024
Q3
$30.1K Buy
302
+8
+3% +$758 ﹤0.01% 295
2024
Q2
$31.3K Sell
294
-80
-21% -$10.5K 0.01% 277
2024
Q1
$57.7K Buy
374
+12
+3% +$1.7K 0.01% 221
2023
Q4
$52.9K Sell
362
-10
-3% -$1.33K 0.01% 225
2023
Q3
$53.8K Hold
372
0.01% 211
2023
Q2
$73.1K Sell
372
-62
-14% -$13.2K 0.02% 192
2023
Q1
$107K Buy
434
+35
+9% +$8.89K 0.03% 161
2022
Q4
$99K Hold
399
0.03% 158
2022
Q3
$86K Hold
399
0.03% 163
2022
Q2
$102K Hold
399
0.03% 150
2022
Q1
$109K Hold
399
0.03% 151
2021
Q4
$148K Hold
399
0.04% 128
2021
Q3
$120K Hold
399
0.04% 145
2021
Q2
$127K Sell
399
-60
-13% -$18.2K 0.04% 131
2021
Q1
$134K Hold
459
0.05% 119
2020
Q4
$122K Hold
459
0.05% 123
2020
Q3
$100K Buy
+459
New +$94.4K 0.05% 120

Other funds holding EL

TFC Financial Management's EL Position: Q1 2026 in Review

TFC Financial Management reduced its Estee Lauder (EL) stake by 3% in Q1 2026, selling an estimated $511 and leaving 159 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

TFC Financial Management first reported a position in EL in Q3 2020 and has held it in 23 quarters since. The position peaked at $148K in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • TFC Financial Management held 159 shares of Estee Lauder worth $11.4K as of Q1 2026.
  • TFC Financial Management sold 5 Estee Lauder shares in Q1 2026, an estimated $511.
  • Estee Lauder made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #397 holding.
  • TFC Financial Management first reported a position in Estee Lauder in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Estee Lauder position peaked at $148K in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.