AMG National Trust Bank’s Booz Allen Hamilton BAH Stock Holding History

AMG National Trust Bank’s Portfolio BAH Stock Details BAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,991	Closed	-$769K	–	443
2024 Q4	$769K	Buy	5,991 +9	+0.2%	+$1.4K	0.02%	314
2024 Q3	$974K	Sell	5,982 -139	-2%	-$21.3K	0.03%	295
2024 Q2	$942K	Sell	6,121 -2,370	-28%	-$355K	0.03%	306
2024 Q1	$1.26M	Sell	8,491 -3,932	-32%	-$554K	0.04%	256
2023 Q4	$1.59M	Sell	12,423 -115	-0.9%	-$14.3K	0.05%	209
2023 Q3	$1.37M	Buy	12,538 +9	+0.1%	+$1.03K	0.05%	223
2023 Q2	$1.4M	Sell	12,529 -235	-2%	-$23.2K	0.05%	217
2023 Q1	$1.18M	Buy	12,764 +7,319	+134%	+$694K	0.04%	253
2022 Q4	$569K	Buy	5,445 +65	+1%	+$6.76K	0.02%	318
2022 Q3	$497K	Buy	5,380 +34	+0.6%	+$3.22K	0.02%	333
2022 Q2	$483K	Buy	+5,346	New	+$456K	0.02%	332

Other funds holding BAH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AMG National Trust Bank's BAH Position: Q1 2025 in Review

AMG National Trust Bank sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 5,991 shares — an estimated $769K sold.

AMG National Trust Bank first reported a position in BAH in Q2 2022 and held it in 11 quarters. The position peaked at $1.59M in Q4 2023. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

AMG National Trust Bank reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
AMG National Trust Bank sold 5,991 Booz Allen Hamilton shares in Q1 2025, an estimated $769K.
AMG National Trust Bank first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 11 quarters.
AMG National Trust Bank's Booz Allen Hamilton position peaked at $1.59M in Q4 2023.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on AMG National Trust Bank's 13F filing for Q1 2025, filed 5 May 2025.