AWM
BAH icon

Axxcess Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Axxcess Wealth Management’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
-1,902
Closed -$245K – 853
2024
Q4 		$245K Sell
1,902
-118
-6% -$18.3K 0.01% 738
2024
Q3 		$329K Sell
2,020
-5,234
-72% -$801K 0.01% 666
2024
Q2 		$1.12M Buy
7,254
+5,281
+268% +$792K 0.03% 352
2024
Q1 		$293K Sell
1,973
-683
-26% -$96.2K 0.01% 673
2023
Q4 		$340K Sell
2,656
-69
-3% -$8.6K 0.01% 613
2023
Q3 		$298K Buy
+2,725
New +$313K 0.01% 600

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's BAH Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 1,902 shares — an estimated $245K sold.

Axxcess Wealth Management first reported a position in BAH in Q3 2023 and held it in 6 quarters. The position peaked at $1.12M in Q2 2024. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,902 Booz Allen Hamilton shares in Q1 2025, an estimated $245K.
  • Axxcess Wealth Management first reported a position in Booz Allen Hamilton in Q3 2023 and held it in 6 quarters.
  • Axxcess Wealth Management's Booz Allen Hamilton position peaked at $1.12M in Q2 2024.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.