Spectrum Asset Management (California)’s Elbit Systems ESLT Stock Holding History

Spectrum Asset Management (California)’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	$740K	Sell	872 -564	-39%	-$434K	0.24%	60
2025 Q4	$830K	Hold	1,436	–	–	0.28%	57
2025 Q3	$732K	Sell	1,436 -319	-18%	-$149K	0.26%	60
2025 Q2	$790K	Hold	1,755	–	–	0.34%	55
2025 Q1	$673K	Sell	1,755 -2,055	-54%	-$665K	0.3%	53
2024 Q4	$985K	Hold	3,810	–	–	0.44%	50
2024 Q3	$762K	Buy	+3,810	New	+$730K	0.32%	56
2018 Q1	–	Sell	-8,470	Closed	-$1.13M	–	74
2017 Q4	$1.13M	Hold	8,470	–	–	0.86%	25
2017 Q3	$1.25M	Buy	8,470 +170	+2%	+$22.6K	1.07%	19
2017 Q2	$1.03M	Sell	8,300 -50	-0.6%	-$6.02K	0.95%	22
2017 Q1	$949K	Sell	8,350 -100	-1%	-$11.3K	0.87%	23
2016 Q4	$861K	Buy	+8,450	New	+$843K	0.83%	31

Other funds holding ESLT

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Spectrum Asset Management (California)'s ESLT Position: Q1 2026 in Review

Spectrum Asset Management (California) reduced its Elbit Systems (ESLT) stake by 39% in Q1 2026, selling an estimated $434K and leaving 872 shares worth $740K. The position accounts for 0.24% of the portfolio, ranked #60.

Spectrum Asset Management (California) first reported a position in ESLT in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2017. 395 funds tracked by Wall St. Rank hold ESLT as of Q1 2026.

Spectrum Asset Management (California) held 872 shares of Elbit Systems worth $740K as of Q1 2026.
Spectrum Asset Management (California) sold 564 Elbit Systems shares in Q1 2026, an estimated $434K.
Elbit Systems made up 0.24% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #60 holding.
Spectrum Asset Management (California) first reported a position in Elbit Systems in Q4 2016 and has held it in 12 quarters since.
Spectrum Asset Management (California)'s Elbit Systems position peaked at $1.25M in Q3 2017.
395 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.