The Estée Lauder Companies Inc.
CH ˙ SWX ˙ US5184391044
SecurityCH:EL / The Estée Lauder Companies Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership6,726 shares
Latest Disclosed Value $ 482,744
Cwm, Llc reports 4.39% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 6,726 shares of The Estée Lauder Companies Inc. (CH:EL) valued at $482,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,443 shares of The Estée Lauder Companies Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 6,726 283 4.39 483 0.0013
2026-01-26 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 6,443 325 5.31 1 0.0018
2025-10-15 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 6,118 -86 -1.39 1 0.0016
2025-07-25 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 6,204 -401 -6.07 1 0.0018
2025-05-01 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 6,605 1,200 22.20 0 0.0017
2025-02-04 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 5,405 475 9.63 0 0.0017
2024-10-08 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 4,930 1,099 28.69 0 0.0021
2024-07-10 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 3,831 -495 -11.44 0 0.0019
2024-04-05 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 4,326 781 22.03 1 0.0032
2024-02-01 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 3,545 -468 -11.66 1 0.0028
2023-10-11 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 4,013 1,509 60.26 1 0.0036
2023-08-03 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 2,504 -985 -28.23 0 0.0030
2023-05-01 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 3,489 266 8.25 1 0.0058
2023-02-01 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 3,223 20 0.62 1 -100.00 0.0059
2022-10-27 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 3,203 355 12.46 692 -4.55 0.0055
2022-07-28 2022-06-30 13F LAUDER ESTEE COS CL A 518439104 2,848 1,055 58.84 725 48.57 0.0056
2022-04-21 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 1,793 222 14.13 488 -16.15 0.0035
2022-01-31 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 1,571 327 26.29 582 46.97 0.0041
2021-09-15 2021-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2021-07-29 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 1,244 0 396 0.0032
2021-09-15 2021-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2021-04-27 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 1,173 -71 341 0.0030
2021-09-15 2020-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2021-01-27 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 925 -319 246 0.0023
2021-09-15 2020-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2020-10-19 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 1,165 -79 254 0.0028
2021-09-15 2020-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2020-07-22 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 888 -356 168 0.0020
2021-09-15 2020-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2020-04-28 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 922 -322 147 0.0022
2021-09-14 2019-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2020-01-27 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 2,141 897 442 0.0056
2021-09-14 2019-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2019-10-22 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 825 -419 164 0.0024
2021-09-14 2019-06-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 0 0.00 396 0.00 0.0032
2019-07-31 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 720 -524 132 0.0022
2021-09-02 2019-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 1,244 733 143.44 396 500.00 0.0032
2019-04-22 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 526 15 87 0.0017
2019-01-25 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 511 341 200.59 66 164.00 0.0016
2018-10-29 2018-09-30 13F LAUDER ESTEE COS CL A 518439104 170 -6 -3.41 25 0.00 0.0006
2018-07-31 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 176 12 7.32 25 0.00 0.0008
2018-04-26 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 164 29 21.48 25 47.06 0.0010
2018-01-16 2017-12-31 13F LAUDER ESTEE COS CL A 518439104 135 0 0.00 17 13.33 0.0008
2017-10-16 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 135 135 15 0.0007
2016-04-18 2016-03-31 13F LAUDER ESTEE COS CL A 518439104 0 -21 -100.00 0 -100.00
2016-02-01 2015-12-31 13F LAUDER ESTEE COS CL A 518439104 21 21 2 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.