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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avion Wealth's BAH Position: Q1 2026 in Review

Avion Wealth reduced its Booz Allen Hamilton (BAH) stake by 28% in Q1 2026, selling an estimated $2.28K and leaving 69 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Avion Wealth first reported a position in BAH in Q1 2020 and has held it in 14 quarters since. The position peaked at $13K in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Avion Wealth held 69 shares of Booz Allen Hamilton worth $5K as of Q1 2026.
Avion Wealth sold 27 Booz Allen Hamilton shares in Q1 2026, an estimated $2.28K.
Booz Allen Hamilton made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #642 holding.
Avion Wealth first reported a position in Booz Allen Hamilton in Q1 2020 and has held it in 14 quarters since.
Avion Wealth's Booz Allen Hamilton position peaked at $13K in Q3 2024.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.