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Summit Wealth Group (Colorado)’s Leidos LDOS Stock Holding History

Summit Wealth Group (Colorado)’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 		$581K Sell
5,638
-183
-3% -$24.3K 0.05% 197
2026
Q1 		$905K Buy
+5,821
New +$1.05M 0.1% 115
2025
Q4 		– Sell
-14,217
Closed -$1.44M – 462
2025
Q3 		$1.44M Buy
+14,217
New +$2.47M 0.15% 119

Other funds holding LDOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LDOS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Leidos (LDOS) stake by 3.1% in Q2 2026, selling an estimated $24.3K and leaving 5,638 shares worth $581K. The position accounts for 0.05% of the portfolio, ranked #197.

Summit Wealth Group (Colorado) first reported a position in LDOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q3 2025. 768 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,638 shares of Leidos worth $581K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 183 Leidos shares in Q2 2026, an estimated $24.3K.
  • Leidos made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #197 holding.
  • Summit Wealth Group (Colorado) first reported a position in Leidos in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Leidos position peaked at $1.44M in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.