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Avion Wealth’s Booz Allen Hamilton BAH Stock Holding History

Avion Wealth’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
Q2 		$4K Buy
76
+7
+10% +$534 ﹤0.01% 832
2026
Q1 		$5K Sell
69
-27
-28% -$2.28K ﹤0.01% 642
2025
Q4 		$8K Buy
96
+15
+19% +$1.34K ﹤0.01% 534
2025
Q3 		$8K Sell
81
-4
-5% -$428 ﹤0.01% 529
2025
Q2 		$8K Sell
85
-1
-1% -$112 ﹤0.01% 515
2025
Q1 		$11K Hold
86
– – ﹤0.01% 365
2024
Q4 		$11K Buy
86
+3
+4% +$466 ﹤0.01% 365
2024
Q3 		$13K Sell
83
-6
-7% -$919 ﹤0.01% 317
2024
Q2 		$13K Buy
89
+6
+7% +$900 ﹤0.01% 282
2024
Q1 		$13K Buy
83
+65
+361% +$9.15K ﹤0.01% 267
2023
Q4 		$2K Buy
18
+8
+80% +$997 ﹤0.01% 531
2023
Q3 		$1K Hold
10
– – ﹤0.01% 567
2023
Q2 		$1K Hold
10
– – ﹤0.01% 529
2023
Q1 		$1K Buy
+10
New +$948 ﹤0.01% 416
2020
Q2 		– Sell
-102
Closed -$7K – 275
2020
Q1 		$7K Buy
+102
New +$7.52K ﹤0.01% 179

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avion Wealth's BAH Position: Q2 2026 in Review

Avion Wealth increased its Booz Allen Hamilton (BAH) stake by 10% in Q2 2026, buying an estimated $534 and bringing the position to 76 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Avion Wealth first reported a position in BAH in Q1 2020 and has held it in 15 quarters since. The position peaked at $13K in Q3 2024. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Avion Wealth held 76 shares of Booz Allen Hamilton worth $4K as of Q2 2026.
  • Avion Wealth bought 7 Booz Allen Hamilton shares in Q2 2026, an estimated $534.
  • Booz Allen Hamilton made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #832 holding.
  • Avion Wealth first reported a position in Booz Allen Hamilton in Q1 2020 and has held it in 15 quarters since.
  • Avion Wealth's Booz Allen Hamilton position peaked at $13K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.