Capital & Planning LLC’s Leidos LDOS Stock Holding History

Capital & Planning LLC’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
2025 Q1	–	Sell	-25	Closed	-$3.6K	–	111
2024 Q4	$3.6K	Buy	+25	New	+$4.16K	﹤0.01%	136

Other funds holding LDOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital & Planning LLC's LDOS Position: Q1 2025 in Review

Capital & Planning LLC sold out of Leidos (LDOS) in Q1 2025, closing a stake of 25 shares — an estimated $3.6K sold.

Capital & Planning LLC first reported a position in LDOS in Q4 2024 and held it in 1 quarter. The position peaked at $3.6K in Q4 2024. 802 funds tracked by Wall St. Rank hold LDOS as of Q1 2025.

Capital & Planning LLC reported no remaining Leidos position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 25 Leidos shares in Q1 2025, an estimated $3.6K.
Capital & Planning LLC first reported a position in Leidos in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Leidos position peaked at $3.6K in Q4 2024.
802 funds tracked by Wall St. Rank held Leidos as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.