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Montag & Associates’s Leidos LDOS Stock Holding History

Montag & Associates’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
2025
Q2 		– Sell
-409
Closed -$55.2K – 987
2025
Q1 		$55.2K Sell
409
-420
-51% -$58.6K ﹤0.01% 596
2024
Q4 		$119K Hold
829
– – 0.01% 481
2024
Q3 		$135K Hold
829
– – 0.01% 466
2024
Q2 		$121K Hold
829
– – 0.01% 473
2024
Q1 		$109K Buy
+829
New +$98.8K 0.01% 480

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montag & Associates's LDOS Position: Q2 2025 in Review

Montag & Associates sold out of Leidos (LDOS) in Q2 2025, closing a stake of 409 shares — an estimated $55.2K sold.

Montag & Associates first reported a position in LDOS in Q1 2024 and held it in 5 quarters. The position peaked at $135K in Q3 2024. 827 funds tracked by Wall St. Rank hold LDOS as of Q2 2025.

  • Montag & Associates reported no remaining Leidos position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 409 Leidos shares in Q2 2025, an estimated $55.2K.
  • Montag & Associates first reported a position in Leidos in Q1 2024 and held it in 5 quarters.
  • Montag & Associates's Leidos position peaked at $135K in Q3 2024.
  • 827 funds tracked by Wall St. Rank held Leidos as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.