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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
Q2 		$8.37K Buy
81
+41
+103% +$5.44K ﹤0.01% 384
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

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

Mark Sheptoff Financial Planning's LDOS Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Leidos (LDOS) stake by 103% in Q2 2026, buying an estimated $5.44K and bringing the position to 81 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Mark Sheptoff Financial Planning first reported a position in LDOS in Q1 2025 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Mark Sheptoff Financial Planning held 81 shares of Leidos worth $8.37K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 41 Leidos shares in Q2 2026, an estimated $5.44K.
  • Leidos made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #384 holding.
  • Mark Sheptoff Financial Planning first reported a position in Leidos in Q1 2025 and has held it in 6 quarters since.
  • 770 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.