Leidos (LDOS) Stock Concentration Calculator
Calculator · free · no signup · LDOSQuantify Leidos concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
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Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Leidos
Leidos (LDOS) is a public Aerospace/Defense company, headquartered in Reston, VA.
Last close: $117.74 per share (as of 2026-10-03).
Equity grants at Leidos typically include restricted stock units (RSUs).
Leidos Holdings, Inc. is an American defense, aviation, information technology, and biomedical research company headquartered in Reston, Virginia, that provides scientific, engineering, systems integration, and technical services. Founded as Science Applications International Corporation (SAIC), Leidos merged with Lockheed Martin's IT sector, Information Systems & Global Solutions, in August 2016 to create the defense industry’s largest IT services provider. The Leidos-Lockheed Martin merger is one of the biggest transactions thus far in the consolidation of the defense sector. Leidos contracts extensively with the Department of Defense, the Department of Homeland Security, and the Intelligence Community, as well as other U.S. government agencies and select commercial markets.
Source: Wikipedia (CC BY-SA 4.0)
Science Applications International Corporation renamed itself Leidos in 2013 and absorbed Lockheed Martin's Information Systems and Global Solutions division in 2016, and it provides technology services to defense, intelligence, and civil agencies. Government services revenue depends on contract vehicles and recompetes rather than on products, so backlog and win rate are the operating metrics. Security clearances held by staff are a genuine barrier to entry. Airport screening systems and health services diversify beyond pure defense IT. Headquarters are in Reston, Virginia.
Sources: sec.gov · en.wikipedia.org
Equity comp at Leidos
- Under Leidos' 2017 Omnibus Incentive Plan, unvested RSUs held by employees do not vest automatically on a change in control. If the acquiring company assumes or replaces the awards, vesting only accelerates if the employee is then involuntarily terminated (without cause) within a set window after the deal closes (a double-trigger). If the acquirer does not assume the awards, vesting accelerates immediately. Non-employee board directors are treated differently: their equity vests immediately upon a change in control regardless of termination (single-trigger).
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Sources: sec.gov
Researched 2026-08-24.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Leidos.
If a meaningful share of your net worth sits in LDOS, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with LDOS's option-implied volatility.
Example: 5,000 LDOS shares at $117.74 is a $588,700 position. A 30% drawdown costs $176,610; a 50% drawdown costs $294,350; a 70% drawdown costs $412,090. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using LDOS's option-implied volatility and your cost basis.
All Leidos tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Leidos equity questions
- How much LDOS stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your LDOS position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Leidos grant ISOs, NSOs, or RSUs?
- Equity compensation at Leidos typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Leidos RSUs use double-trigger vesting?
- Yes. Leidos restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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OptionsAhoy plans your Leidos equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.