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Plan A Wealth’s Elbit Systems ESLT Stock Holding History

Plan A Wealth’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 		$246K Buy
360
+96
+36% +$72.9K 0.09% 164
2026
Q2 		$200K Sell
264
-83
-24% -$69K 0.09% 182
2026
Q1 		$295K Sell
347
-31
-8% -$23.9K 0.14% 120
2025
Q4 		$218K Buy
+378
New +$190K 0.11% 149

Other funds holding ESLT

HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Plan A Wealth's ESLT Position: Q3 2026 in Review

Plan A Wealth increased its Elbit Systems (ESLT) stake by 36% in Q3 2026, buying an estimated $72.9K and bringing the position to 360 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #164.

Plan A Wealth first reported a position in ESLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $295K in Q1 2026. 14 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

  • Plan A Wealth held 360 shares of Elbit Systems worth $246K as of Q3 2026.
  • Plan A Wealth bought 96 Elbit Systems shares in Q3 2026, an estimated $72.9K.
  • Elbit Systems made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #164 holding.
  • Plan A Wealth first reported a position in Elbit Systems in Q4 2025 and has held it in 4 quarters since.
  • Plan A Wealth's Elbit Systems position peaked at $295K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.