Lipe & Dalton
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Lipe & Dalton’s Leidos LDOS Stock Holding History

Lipe & Dalton’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
Q3 		$3.25M Buy
+26,713
New +$3.34M 1.51% 26
2024
Q2 		– Sell
-47,599
Closed -$6.24M – 103
2024
Q1 		$6.24M Sell
47,599
-2,915
-6% -$347K 3.22% 6
2023
Q4 		$5.47M Sell
50,514
-300
-0.6% -$30.6K 2.97% 8
2023
Q3 		$4.68M Sell
50,814
-130
-0.3% -$12.2K 2.82% 10
2023
Q2 		$4.51M Sell
50,944
-600
-1% -$51.1K 2.57% 10
2023
Q1 		$4.74M Sell
51,544
-995
-2% -$96.3K 2.72% 11
2022
Q4 		$5.53M Sell
52,539
-130
-0.2% -$13.3K 3.18% 8
2022
Q3 		$4.61M Hold
52,669
– – 2.89% 10
2022
Q2 		$5.3M Hold
52,669
– – 3.1% 9
2022
Q1 		$5.69M Buy
52,669
+16,314
+45% +$1.57M 2.78% 12
2021
Q4 		$3.23M Buy
36,355
+145
+0.4% +$13.6K 1.53% 24
2021
Q3 		$3.48M Buy
36,210
+2,215
+7% +$220K 1.79% 21
2021
Q2 		$3.44M Buy
33,995
+740
+2% +$76K 1.79% 21
2021
Q1 		$3.2M Buy
33,255
+170
+0.5% +$17.2K 1.78% 23
2020
Q4 		$3.48M Sell
33,085
-340
-1% -$32.6K 2.14% 18
2020
Q3 		$2.98M Buy
33,425
+2,780
+9% +$251K 2.07% 20
2020
Q2 		$2.87M Buy
30,645
+435
+1% +$42.8K 2.08% 19
2020
Q1 		$2.77M Buy
+30,210
New +$3.05M 2.34% 19

Other funds holding LDOS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lipe & Dalton's LDOS Position: Q3 2026 in Review

Lipe & Dalton opened a new position in Leidos (LDOS) in Q3 2026: 26,713 shares worth $3.25M. The stake represents 1.51% of the portfolio and ranks #26 among its holdings. This is a return to the name: Lipe & Dalton previously reported a position in LDOS as recently as Q1 2024.

Lipe & Dalton first reported a position in LDOS in Q1 2020 and has held it in 18 quarters since. The position peaked at $6.24M in Q1 2024. 280 funds tracked by Wall St. Rank hold LDOS as of Q3 2026.

  • Lipe & Dalton held 26,713 shares of Leidos worth $3.25M as of Q3 2026.
  • Leidos was a new Lipe & Dalton position in Q3 2026.
  • Leidos made up 1.51% of Lipe & Dalton's portfolio in Q3 2026, its #26 holding.
  • Lipe & Dalton first reported a position in Leidos in Q1 2020 and has held it in 18 quarters since.
  • Lipe & Dalton's Leidos position peaked at $6.24M in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Leidos as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.