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Aptus Capital Advisors’s Booz Allen Hamilton BAH Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		– Sell
-3,195
Closed -$270K – 1684
2025
Q4 		$270K Sell
3,195
-185
-5% -$16.6K ﹤0.01% 926
2025
Q3 		$338K Sell
3,380
-187
-5% -$20K ﹤0.01% 813
2025
Q2 		$371K Sell
3,567
-438
-11% -$49.1K ﹤0.01% 760
2025
Q1 		$419K Buy
4,005
+503
+14% +$60.6K ﹤0.01% 689
2024
Q4 		$451K Sell
3,502
-344
-9% -$53.4K ﹤0.01% 663
2024
Q3 		$626K Buy
3,846
+16
+0.4% +$2.45K 0.01% 491
2024
Q2 		$589K Buy
3,830
+38
+1% +$5.7K 0.01% 471
2024
Q1 		$563K Buy
3,792
+20
+0.5% +$2.82K 0.01% 487
2023
Q4 		$482K Sell
3,772
-17,720
-82% -$2.21M 0.01% 382
2023
Q3 		$2.35M Sell
21,492
-18,264
-46% -$2.1M 0.06% 206
2023
Q2 		$4.44M Buy
39,756
+2,785
+8% +$275K 0.11% 151
2023
Q1 		$3.43M Buy
36,971
+3,738
+11% +$354K 0.09% 156
2022
Q4 		$3.47M Buy
33,233
+3,401
+11% +$354K 0.11% 157
2022
Q3 		$2.75M Buy
29,832
+26,347
+756% +$2.5M 0.07% 169
2022
Q2 		$315K Sell
3,485
-24
-0.7% -$2.05K 0.01% 318
2022
Q1 		$308K Buy
3,509
+538
+18% +$44.3K 0.01% 354
2021
Q4 		$252K Sell
2,971
-56,893
-95% -$4.8M 0.01% 335
2021
Q3 		$4.75M Buy
59,864
+11,197
+23% +$936K 0.12% 90
2021
Q2 		$4.14M Sell
48,667
-1,248
-3% -$106K 0.12% 90
2021
Q1 		$4.02M Buy
49,915
+6,830
+16% +$573K 0.14% 77
2020
Q4 		$3.76M Buy
43,085
+8,699
+25% +$740K 0.17% 79
2020
Q3 		$2.85M Buy
34,386
+498
+1% +$40.8K 0.15% 87
2020
Q2 		$2.64M Buy
+33,888
New +$2.56M 0.17% 88
2019
Q2 		– Sell
-13,020
Closed -$756K – 335
2019
Q1 		$756K Buy
13,020
+5,580
+75% +$290K 0.13% 120
2018
Q4 		$335K Buy
+7,440
New +$365K 0.09% 74

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aptus Capital Advisors's BAH Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 3,195 shares — an estimated $270K sold.

Aptus Capital Advisors first reported a position in BAH in Q4 2018 and held it in 25 quarters. The position peaked at $4.75M in Q3 2021. 556 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 3,195 Booz Allen Hamilton shares in Q1 2026, an estimated $270K.
  • Aptus Capital Advisors first reported a position in Booz Allen Hamilton in Q4 2018 and held it in 25 quarters.
  • Aptus Capital Advisors's Booz Allen Hamilton position peaked at $4.75M in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.