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Forum Financial Management’s Elbit Systems ESLT Stock Holding History

Forum Financial 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
Q1 		– Sell
-454
Closed -$262K – 551
2025
Q4 		$262K Hold
454
– – ﹤0.01% 820
2025
Q3 		$231K Buy
+454
New +$213K ﹤0.01% 884

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Forum Financial Management's ESLT Position: Q1 2026 in Review

Forum Financial Management sold out of Elbit Systems (ESLT) in Q1 2026, closing a stake of 454 shares — an estimated $262K sold.

Forum Financial Management first reported a position in ESLT in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q4 2025. 399 funds tracked by Wall St. Rank hold ESLT as of Q1 2026.

  • Forum Financial Management reported no remaining Elbit Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 454 Elbit Systems shares in Q1 2026, an estimated $262K.
  • Forum Financial Management first reported a position in Elbit Systems in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Elbit Systems position peaked at $262K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.