Fogel Capital Management
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Fogel Capital Management’s Elbit Systems ESLT Stock Holding History

Fogel Capital Management’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
Q3 		$9.36M Buy
13,717
+85
+0.6% +$64.6K 3.56% 9
2026
Q2 		$10.3M Buy
13,632
+274
+2% +$228K 4.16% 7
2026
Q1 		$11.3M Buy
13,358
+551
+4% +$424K 5.19% 7
2025
Q4 		$7.4M Buy
12,807
+380
+3% +$191K 3.41% 9
2025
Q3 		$6.34M Buy
12,427
+690
+6% +$323K 2.93% 11
2025
Q2 		$5.28M Buy
11,737
+93
+0.8% +$37.7K 2.81% 13
2025
Q1 		$4.47M Sell
11,644
-270
-2% -$87.4K 2.4% 14
2024
Q4 		$3.07M Buy
11,914
+560
+5% +$131K 1.54% 19
2024
Q3 		$2.27M Sell
11,354
-260
-2% -$49.8K 1.17% 23
2024
Q2 		$2.05M Sell
11,614
-210
-2% -$41K 1.09% 23
2024
Q1 		$2.39M Buy
11,824
+61
+0.5% +$12.7K 1.41% 18
2023
Q4 		$2.41M Buy
+11,763
New +$2.38M 1.84% 15

Other funds holding ESLT

Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fogel Capital Management's ESLT Position: Q3 2026 in Review

Fogel Capital Management increased its Elbit Systems (ESLT) stake by 0.62% in Q3 2026, buying an estimated $64.6K and bringing the position to 13,717 shares worth $9.36M. The position accounts for 3.56% of the portfolio, ranked #9.

Fogel Capital Management first reported a position in ESLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q1 2026. 161 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

  • Fogel Capital Management held 13,717 shares of Elbit Systems worth $9.36M as of Q3 2026.
  • Fogel Capital Management bought 85 Elbit Systems shares in Q3 2026, an estimated $64.6K.
  • Elbit Systems made up 3.56% of Fogel Capital Management's portfolio in Q3 2026, its #9 holding.
  • Fogel Capital Management first reported a position in Elbit Systems in Q4 2023 and has held it in 12 quarters since.
  • Fogel Capital Management's Elbit Systems position peaked at $11.3M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

Based on Fogel Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.