KLEIN PAVLIS & PEASLEY FINANCIAL, INC. LDOS β€” LEIDOS HOLDINGS INC

Ownership history in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.  Β·  3 quarters on record

AI Ownership Summary

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported LEIDOS HOLDINGS INC (LDOS) in 3 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.71% in 2025 Q2. The latest visible filing shows LDOS at 1.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LDOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s position in LEIDOS HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LDOS was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held LDOS β€” position size vs. price
% of Fund (quarterly)    LDOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 15,902 +12,669 +391.9% 1.37% $2.5M 2026-04-23 $147.60
2025 Q4 REDUCED 80.0% -13.6% βœ… 3,233 -12,967 -80.0% 0.34% $583K 2026-01-14 $190.35
2025 Q2 INITIATED β€” β€” β€” 16,200 β€” β€” 1.71% $2.6M 2025-07-17 $161.59

FAQ About KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and LDOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported owning LDOS?

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported LDOS across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported LDOS position in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for LDOS was 1.71% in 2025 Q2.

What is the latest reported LDOS position on this page?

The most recent filing on this page is 2026 Q1, when KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 15,902 shares, equal to 1.37% of portfolio, with an estimated market value of $2.5M.

What does the chart on this LDOS ownership page compare?

The chart compares KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s quarterly LDOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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