Xcel Wealth Management
LDOS icon

Xcel Wealth Management’s Leidos LDOS Stock Holding History

Xcel Wealth Management’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
Q3 		$525K Buy
4,309
+1,907
+79% +$238K 0.13% 105
2026
Q2 		$247K Buy
2,402
+13
+0.5% +$1.73K 0.06% 135
2026
Q1 		$372K Sell
2,389
-120
-5% -$21.5K 0.1% 115
2025
Q4 		$453K Hold
2,509
– – 0.12% 106
2025
Q3 		$474K Sell
2,509
-625
-20% -$109K 0.12% 98
2025
Q2 		$494K Hold
3,134
– – 0.14% 93
2025
Q1 		$423K Buy
+3,134
New +$438K 0.13% 99

Other funds holding LDOS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Xcel Wealth Management's LDOS Position: Q3 2026 in Review

Xcel Wealth Management increased its Leidos (LDOS) stake by 79% in Q3 2026, buying an estimated $238K and bringing the position to 4,309 shares worth $525K. The position accounts for 0.13% of the portfolio, ranked #105.

Xcel Wealth Management first reported a position in LDOS in Q1 2025 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold LDOS as of Q3 2026.

  • Xcel Wealth Management held 4,309 shares of Leidos worth $525K as of Q3 2026.
  • Xcel Wealth Management bought 1,907 Leidos shares in Q3 2026, an estimated $238K.
  • Leidos made up 0.13% of Xcel Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Xcel Wealth Management first reported a position in Leidos in Q1 2025 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held Leidos as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.