WR Wealth Planners’s Leidos LDOS Stock Holding History

WR 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
2024 Q4	$17.3K	Buy	120 +9	+8%	+$1.5K	0.01%	501
2024 Q3	$18.1K	Buy	111 +21	+23%	+$3.18K	0.01%	510
2024 Q2	$13.1K	Sell	90 -9	-9%	-$1.26K	﹤0.01%	534
2024 Q1	$13K	Buy	+99	New	+$11.8K	﹤0.01%	542
2023 Q4	–	Sell	-122	Closed	-$11.2K	–	556
2023 Q3	$11.2K	Hold	122	–	–	﹤0.01%	528
2023 Q2	$10.8K	Buy	122 +29	+31%	+$2.47K	﹤0.01%	537
2023 Q1	$8.56K	Buy	+93	New	+$9K	﹤0.01%	590

Other funds holding LDOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's LDOS Position: Q4 2024 in Review

WR Wealth Planners increased its Leidos (LDOS) stake by 8.1% in Q4 2024, buying an estimated $1.5K and bringing the position to 120 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #501.

WR Wealth Planners first reported a position in LDOS in Q1 2023 and has held it in 7 quarters since. The position peaked at $18.1K in Q3 2024. 825 funds tracked by Wall St. Rank hold LDOS as of Q4 2024.

WR Wealth Planners held 120 shares of Leidos worth $17.3K as of Q4 2024.
WR Wealth Planners bought 9 Leidos shares in Q4 2024, an estimated $1.5K.
Leidos made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #501 holding.
WR Wealth Planners first reported a position in Leidos in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Leidos position peaked at $18.1K in Q3 2024.
825 funds tracked by Wall St. Rank held Leidos as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.