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Marks Group Wealth Management’s Leidos LDOS Stock Holding History

Marks Group Wealth Management’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 		$2.99M Sell
29,076
-11,573
-28% -$1.54M 0.26% 102
2026
Q1 		$6.32M Sell
40,649
-8,008
-16% -$1.44M 0.61% 56
2025
Q4 		$8.78M Sell
48,657
-7,969
-14% -$1.51M 0.84% 26
2025
Q3 		$10.7M Sell
56,626
-4,358
-7% -$759K 0.99% 18
2025
Q2 		$9.62M Sell
60,984
-3,006
-5% -$444K 0.89% 30
2025
Q1 		$8.63M Buy
63,990
+8,184
+15% +$1.14M 0.83% 41
2024
Q4 		$8.04M Sell
55,806
-2,309
-4% -$384K 0.79% 53
2024
Q3 		$9.47M Buy
58,115
+415
+0.7% +$62.8K 0.9% 30
2024
Q2 		$8.42M Sell
57,700
-5,151
-8% -$720K 0.89% 30
2024
Q1 		$8.24M Sell
62,851
-681
-1% -$81.2K 0.86% 39
2023
Q4 		$6.88M Sell
63,532
-354
-0.6% -$36.1K 0.78% 56
2023
Q3 		$5.89M Buy
63,886
+844
+1% +$79.4K 0.73% 60
2023
Q2 		$5.58M Buy
63,042
+2,685
+4% +$229K 0.66% 67
2023
Q1 		$5.56M Buy
60,357
+1,294
+2% +$125K 0.71% 63
2022
Q4 		$6.21M Buy
59,063
+384
+0.7% +$39.3K 0.85% 49
2022
Q3 		$5.13M Buy
58,679
+1,978
+3% +$193K 0.78% 54
2022
Q2 		$5.71M Sell
56,701
-13,276
-19% -$1.38M 0.82% 40
2022
Q1 		$7.56M Buy
69,977
+8,812
+14% +$849K 0.95% 16
2021
Q4 		$5.43M Buy
61,165
+6,560
+12% +$614K 0.66% 63
2021
Q3 		$5.24M Buy
54,605
+624
+1% +$61.9K 0.71% 61
2021
Q2 		$5.46M Buy
53,981
+3,557
+7% +$365K 0.75% 61
2021
Q1 		$4.85M Buy
+50,424
New +$5.1M 0.72% 66

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

Marks Group Wealth Management's LDOS Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Leidos (LDOS) stake by 28% in Q2 2026, selling an estimated $1.54M and leaving 29,076 shares worth $2.99M. The position accounts for 0.26% of the portfolio, ranked #102.

Marks Group Wealth Management first reported a position in LDOS in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q3 2025. 767 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Marks Group Wealth Management held 29,076 shares of Leidos worth $2.99M as of Q2 2026.
  • Marks Group Wealth Management sold 11,573 Leidos shares in Q2 2026, an estimated $1.54M.
  • Leidos made up 0.26% of Marks Group Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Marks Group Wealth Management first reported a position in Leidos in Q1 2021 and has held it in 22 quarters since.
  • Marks Group Wealth Management's Leidos position peaked at $10.7M in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.