Phillips Wealth Planners’s Leidos LDOS Stock Holding History

Phillips Wealth Planners’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	–	Sell	-1,217	Closed	-$234K	–	220
2025 Q4	$234K	Sell	1,217 -55	-4%	-$10.4K	0.19%	174
2025 Q3	$252K	Sell	1,272 -13	-1%	-$2.26K	0.21%	172
2025 Q2	$208K	Buy	+1,285	New	+$190K	0.19%	183
2024 Q4	–	Sell	-1,402	Closed	-$236K	–	186
2024 Q3	$236K	Sell	1,402 -36	-3%	-$5.45K	0.23%	165
2024 Q2	$214K	Buy	+1,438	New	+$201K	0.23%	168

Other funds holding LDOS

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Phillips Wealth Planners's LDOS Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Leidos (LDOS) in Q1 2026, closing a stake of 1,217 shares — an estimated $234K sold.

Phillips Wealth Planners first reported a position in LDOS in Q2 2024 and held it in 5 quarters. The position peaked at $252K in Q3 2025. 897 funds tracked by Wall St. Rank hold LDOS as of Q1 2026.

Phillips Wealth Planners reported no remaining Leidos position as of Q1 2026 after selling out during the quarter.
Phillips Wealth Planners sold 1,217 Leidos shares in Q1 2026, an estimated $234K.
Phillips Wealth Planners first reported a position in Leidos in Q2 2024 and held it in 5 quarters.
Phillips Wealth Planners's Leidos position peaked at $252K in Q3 2025.
897 funds tracked by Wall St. Rank held Leidos as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.