Milestone Asset Management’s Leidos LDOS Stock Holding History

Milestone Asset 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	–	Sell	-1,687	Closed	-$262K	–	280
2026 Q1	$262K	Hold	1,687	–	–	0.05%	210
2025 Q4	$304K	Sell	1,687 -1,078	-39%	-$204K	0.06%	183
2025 Q3	$522K	Hold	2,765	–	–	0.1%	142
2025 Q2	$436K	Sell	2,765 -260	-9%	-$38.4K	0.09%	153
2025 Q1	$408K	Buy	3,025 +261	+9%	+$36.4K	0.09%	158
2024 Q4	$398K	Hold	2,764	–	–	0.09%	180
2024 Q3	$451K	Hold	2,764	–	–	0.1%	147
2024 Q2	$403K	Buy	2,764 +65	+2%	+$9.09K	0.1%	144
2024 Q1	$354K	Buy	2,699 +44	+2%	+$5.25K	0.1%	128
2023 Q4	$287K	Buy	+2,655	New	+$271K	0.09%	59

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

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

Wealth Enhancement Advisory Services

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Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return