Marshall & Sterling Wealth Advisors’s Leidos LDOS Stock Holding History

Marshall & Sterling 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	$17.8K	Sell	173 -2,728	-94%	-$362K	0.01%	213
2026 Q1	$451K	Sell	2,901 -116	-4%	-$20.8K	0.3%	63
2025 Q4	$544K	Sell	3,017 -4	-0.1%	-$758	0.36%	50
2025 Q3	$568K	Buy	3,021 +1,192	+65%	+$207K	0.36%	50
2025 Q2	$288K	Buy	1,829 +1,656	+957%	+$245K	0.2%	66
2025 Q1	$23.3K	Hold	173	–	–	0.02%	240
2024 Q4	$24.9K	Buy	+173	New	+$28.8K	0.02%	181

Other funds holding LDOS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RIG

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LDOS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Leidos (LDOS) stake by 94% in Q2 2026, selling an estimated $362K and leaving 173 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #213.

Marshall & Sterling Wealth Advisors first reported a position in LDOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $568K in Q3 2025. 132 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

Marshall & Sterling Wealth Advisors held 173 shares of Leidos worth $17.8K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 2,728 Leidos shares in Q2 2026, an estimated $362K.
Leidos made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #213 holding.
Marshall & Sterling Wealth Advisors first reported a position in Leidos in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Leidos position peaked at $568K in Q3 2025.
132 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.