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EP Wealth Advisors’s Leidos LDOS Stock Holding History

EP 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
-16,830
Closed -$2.62M – 1809
2026
Q1 		$2.62M Sell
16,830
-1,687
-9% -$303K 0.01% 421
2025
Q4 		$3.34M Buy
+18,517
New +$3.51M 0.02% 347
2025
Q2 		$3.3M Buy
20,949
+6,871
+49% +$1.02M 0.02% 323
2025
Q1 		$1.9M Buy
14,078
+104
+0.7% +$14.5K 0.02% 378
2024
Q4 		$2.01M Buy
13,974
+3,336
+31% +$555K 0.02% 359
2024
Q3 		$1.73M Buy
+10,638
New +$1.61M 0.01% 385

Other funds holding LDOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EP Wealth Advisors's LDOS Position: Q2 2026 in Review

EP Wealth Advisors sold out of Leidos (LDOS) in Q2 2026, closing a stake of 16,830 shares — an estimated $2.62M sold.

EP Wealth Advisors first reported a position in LDOS in Q3 2024 and held it in 6 quarters. The position peaked at $3.34M in Q4 2025. 770 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • EP Wealth Advisors reported no remaining Leidos position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 16,830 Leidos shares in Q2 2026, an estimated $2.62M.
  • EP Wealth Advisors first reported a position in Leidos in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Leidos position peaked at $3.34M in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.