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Private Wealth Management Group, LLC

Position in EL — Estee Lauder Companies Inc

CIK 2011342 PRINCETON, NJ

Position in EL

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$7,579
+$6,431 QoQ
Shares Held
96
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#692
of 823 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $752,883 across 12 Household & Personal Products names. EL ranks #5 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 EL
Estee Lauder Companies Inc
This page
96 $7,579

All Filings in EL

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,579 96
2026-03-31 $1,148 16
2025-12-31 $4,712 45
2025-09-30 $2,379 27
2025-06-30 $727 9
2025-03-31 $9,702 147
2024-12-31 $2,999 40
2024-09-30 $498 5
2024-06-30 $4,788 45
2024-03-31 $15,415 100
2023-12-31 $14,625 100