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Mark Sheptoff Financial Planning’s Leidos LDOS Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$5.52K Hold
40
– – ﹤0.01% 430
2025
Q4 		$7.24K Hold
40
– – ﹤0.01% 382
2025
Q3 		$7.56K Buy
40
+6
+18% +$1.04K ﹤0.01% 369
2025
Q2 		$5.36K Buy
34
+20
+143% +$2.96K ﹤0.01% 393
2025
Q1 		$1.89K Buy
+14
New +$1.95K ﹤0.01% 408

Other funds holding LDOS

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's LDOS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Leidos (LDOS) position steady in Q1 2026 at 40 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Mark Sheptoff Financial Planning first reported a position in LDOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.56K in Q3 2025. 897 funds tracked by Wall St. Rank hold LDOS as of Q1 2026.

  • Mark Sheptoff Financial Planning held 40 shares of Leidos worth $5.52K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Leidos share count unchanged in Q1 2026.
  • Leidos made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #430 holding.
  • Mark Sheptoff Financial Planning first reported a position in Leidos in Q1 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Leidos position peaked at $7.56K in Q3 2025.
  • 897 funds tracked by Wall St. Rank held Leidos as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.