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Mount Yale Investment Advisors’s Leidos LDOS Stock Holding History

Mount Yale Investment 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
Q1 		$527K Buy
+3,385
New +$608K 0.01% 701
2025
Q3 		– Sell
-3,461
Closed -$546K – 1188
2025
Q2 		$546K Buy
3,461
+166
+5% +$24.5K 0.04% 324
2025
Q1 		$445K Sell
3,295
-2,687
-45% -$375K 0.04% 350
2024
Q4 		$862K Buy
5,982
+546
+10% +$90.8K 0.07% 232
2024
Q3 		$886K Sell
5,436
-759
-12% -$115K 0.09% 219
2024
Q2 		$904K Sell
6,195
-1,768
-22% -$247K 0.07% 230
2024
Q1 		$1.04M Buy
7,963
+299
+4% +$35.6K 0.08% 213
2023
Q4 		$830K Sell
7,664
-237
-3% -$24.1K 0.08% 230
2023
Q3 		$728K Sell
7,901
-216
-3% -$20.3K 0.08% 244
2023
Q2 		$718K Buy
8,117
+523
+7% +$44.6K 0.08% 253
2023
Q1 		$699K Sell
7,594
-6,574
-46% -$636K 0.08% 248
2022
Q4 		$1.49M Sell
14,168
-985
-7% -$101K 0.17% 138
2022
Q3 		$1.32M Buy
15,153
+324
+2% +$31.7K 0.18% 127
2022
Q2 		$1.49M Buy
14,829
+985
+7% +$102K 0.19% 121
2022
Q1 		$1.5M Buy
13,844
+3,735
+37% +$360K 0.16% 139
2021
Q4 		$899K Sell
10,109
-139
-1% -$13K 0.09% 222
2021
Q3 		$985K Buy
10,248
+595
+6% +$59K 0.11% 196
2021
Q2 		$976K Buy
9,653
+17
+0.2% +$1.75K 0.12% 178
2021
Q1 		$928K Buy
9,636
+2,103
+28% +$213K 0.12% 179
2020
Q4 		$792K Buy
7,533
+122
+2% +$11.7K 0.11% 196
2020
Q3 		$661K Buy
+7,411
New +$670K 0.09% 212

Other funds holding LDOS

DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mount Yale Investment Advisors's LDOS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Leidos (LDOS) in Q1 2026: 3,385 shares worth $527K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LDOS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LDOS in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.5M in Q1 2022. 899 funds tracked by Wall St. Rank hold LDOS as of Q1 2026.

  • Mount Yale Investment Advisors held 3,385 shares of Leidos worth $527K as of Q1 2026.
  • Leidos was a new Mount Yale Investment Advisors position in Q1 2026.
  • Leidos made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #701 holding.
  • Mount Yale Investment Advisors first reported a position in Leidos in Q3 2020 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Leidos position peaked at $1.5M in Q1 2022.
  • 899 funds tracked by Wall St. Rank held Leidos as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.