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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Elbit Systems ESLT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60K Buy
79
+6
+8% +$4.99K 0.02% 299
2026
Q1 		$62.5K Buy
+73
New +$56.2K 0.02% 278

Other funds holding ESLT

YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ESLT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Elbit Systems (ESLT) stake by 8.2% in Q2 2026, buying an estimated $4.99K and bringing the position to 79 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #299.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ESLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $62.5K in Q1 2026. 180 funds tracked by Wall St. Rank hold ESLT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 79 shares of Elbit Systems worth $60K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 6 Elbit Systems shares in Q2 2026, an estimated $4.99K.
  • Elbit Systems made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #299 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Elbit Systems in Q1 2026 and has held it in 2 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Elbit Systems position peaked at $62.5K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.