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Williams Jones Wealth Management’s Estee Lauder EL Stock Holding History

Williams Jones 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
Q2 		$251K Sell
3,182
-570
-15% -$46K ﹤0.01% 474
2026
Q1 		$269K Buy
3,752
+72
+2% +$7.36K ﹤0.01% 438
2025
Q4 		$385K Hold
3,680
– – ﹤0.01% 380
2025
Q3 		$324K Hold
3,680
– – ﹤0.01% 403
2025
Q2 		$297K Sell
3,680
-2,876
-44% -$185K ﹤0.01% 418
2025
Q1 		$433K Sell
6,556
-1,214
-16% -$87.8K 0.01% 353
2024
Q4 		$583K Sell
7,770
-3,004
-28% -$237K 0.01% 321
2024
Q3 		$1.07M Sell
10,774
-25,533
-70% -$2.42M 0.01% 255
2024
Q2 		$3.86M Sell
36,307
-5,194
-13% -$681K 0.05% 147
2024
Q1 		$6.4M Sell
41,501
-98,534
-70% -$14M 0.08% 120
2023
Q4 		$20.5M Sell
140,035
-211,943
-60% -$28.1M 0.29% 68
2023
Q3 		$50.9M Sell
351,978
-41,034
-10% -$6.84M 0.78% 35
2023
Q2 		$77.2M Sell
393,012
-64,463
-14% -$13.7M 1.16% 29
2023
Q1 		$113M Buy
457,475
+12
+0% +$3.05K 1.77% 16
2022
Q4 		$114M Sell
457,463
-8,783
-2% -$1.96M 1.9% 14
2022
Q3 		$101M Sell
466,246
-2,014
-0.4% -$514K 1.75% 17
2022
Q2 		$119M Buy
468,260
+4,960
+1% +$1.26M 1.93% 16
2022
Q1 		$126M Buy
463,300
+5,073
+1% +$1.53M 1.76% 18
2021
Q4 		$170M Buy
458,227
+4,275
+0.9% +$1.45M 2.12% 12
2021
Q3 		$136M Sell
453,952
-1,107
-0.2% -$362K 1.91% 18
2021
Q2 		$145M Buy
455,059
+7,515
+2% +$2.28M 2.02% 14
2021
Q1 		$130M Buy
447,544
+16,040
+4% +$4.39M 2.04% 14
2020
Q4 		$115M Buy
431,504
+7,462
+2% +$1.8M 1.87% 17
2020
Q3 		$92.5M Buy
424,042
+10,441
+3% +$2.15M 1.71% 20
2020
Q2 		$78M Buy
413,601
+2,143
+0.5% +$383K 1.6% 20
2020
Q1 		$65.6M Buy
411,458
+26,126
+7% +$5.04M 1.71% 18
2019
Q4 		$79.6M Buy
385,332
+25,544
+7% +$4.96M 1.52% 21
2019
Q3 		$71.6M Buy
+359,788
New +$68.8M 1.47% 23

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Williams Jones Wealth Management's EL Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Estee Lauder (EL) stake by 15% in Q2 2026, selling an estimated $46K and leaving 3,182 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Williams Jones Wealth Management first reported a position in EL in Q3 2019 and has held it in 28 quarters since. The position peaked at $170M in Q4 2021. 825 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Williams Jones Wealth Management held 3,182 shares of Estee Lauder worth $251K as of Q2 2026.
  • Williams Jones Wealth Management sold 570 Estee Lauder shares in Q2 2026, an estimated $46K.
  • Estee Lauder made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Williams Jones Wealth Management first reported a position in Estee Lauder in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Estee Lauder position peaked at $170M in Q4 2021.
  • 825 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.