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B. Riley Wealth Advisors’s Leidos LDOS Stock Holding History

B. Riley Wealth Advisors’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,525
Closed -$2.24M – 978
2026
Q1 		$2.24M Sell
14,525
-10,613
-42% -$1.91M 0.14% 153
2025
Q4 		$4.53M Sell
25,138
-81
-0.3% -$15.3K 0.21% 106
2025
Q3 		$4.77M Buy
25,219
+77
+0.3% +$13.4K 0.22% 94
2025
Q2 		$3.97M Buy
+25,142
New +$3.72M 0.19% 118
2024
Q4 		$3.45M Buy
+23,941
New +$3.98M 0.11% 186
2020
Q3 		– Sell
-5,267
Closed -$494K – 966
2020
Q2 		$494K Buy
5,267
+1,497
+40% +$147K 0.03% 467
2020
Q1 		$346K Buy
3,770
+515
+16% +$52K 0.03% 496
2019
Q4 		$319K Buy
+3,255
New +$287K 0.03% 574
2015
Q1 		– Sell
-224
Closed -$10 – 1345
2014
Q4 		$10 Buy
+224
New +$8.77K ﹤0.01% 2874
2014
Q3 		– Sell
-224
Closed -$8.59K – 1332
2014
Q2 		$8.59K Buy
+224
New +$8.48K ﹤0.01% 1851

Other funds holding LDOS

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's LDOS Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Leidos (LDOS) in Q2 2026, closing a stake of 14,525 shares — an estimated $2.24M sold.

B. Riley Wealth Advisors first reported a position in LDOS in Q2 2014 and held it in 10 quarters. The position peaked at $4.77M in Q3 2025. 114 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Leidos position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,525 Leidos shares in Q2 2026, an estimated $2.24M.
  • B. Riley Wealth Advisors first reported a position in Leidos in Q2 2014 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Leidos position peaked at $4.77M in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.