BCWM
BAH icon

Bartlett & Co Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Bartlett & Co 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
2026
Q1 		$2.2M Sell
28,243
-45,954
-62% -$3.87M 0.03% 200
2025
Q4 		$6.26M Sell
74,197
-440,344
-86% -$39.4M 0.08% 127
2025
Q3 		$51.4M Sell
514,541
-14,275
-3% -$1.53M 0.68% 45
2025
Q2 		$55.1M Sell
528,816
-55,171
-9% -$6.18M 0.77% 39
2025
Q1 		$61.1M Buy
583,987
+44,398
+8% +$5.35M 0.9% 33
2024
Q4 		$69.4M Buy
539,589
+8,365
+2% +$1.3M 1.01% 30
2024
Q3 		$86.5M Sell
531,224
-12,240
-2% -$1.87M 1.24% 23
2024
Q2 		$83.6M Buy
543,464
+480
+0.1% +$72K 1.27% 21
2024
Q1 		$80.6M Sell
542,984
-8,694
-2% -$1.22M 1.24% 23
2023
Q4 		$70.1M Buy
551,678
+3,622
+0.7% +$452K 1.14% 25
2023
Q3 		$59.9M Sell
548,056
-44,572
-8% -$5.12M 1.08% 26
2023
Q2 		$66.1M Sell
592,628
-5,446
-0.9% -$538K 1.14% 25
2023
Q1 		$55.4M Sell
598,074
-6,132
-1% -$581K 1.07% 31
2022
Q4 		$63.2M Sell
604,206
-4,611
-0.8% -$479K 1.27% 23
2022
Q3 		$56.2M Sell
608,817
-2,601
-0.4% -$247K 1.21% 30
2022
Q2 		$55.2M Sell
611,418
-8,308
-1% -$709K 1.12% 31
2022
Q1 		$54.4M Buy
619,726
+7,886
+1% +$649K 0.95% 35
2021
Q4 		$51.9M Buy
611,840
+6,032
+1% +$509K 0.88% 39
2021
Q3 		$48.1M Buy
605,808
+23,883
+4% +$2M 0.92% 39
2021
Q2 		$49.6M Buy
581,925
+39,417
+7% +$3.33M 0.95% 39
2021
Q1 		$43.7M Buy
542,508
+89,976
+20% +$7.55M 0.88% 42
2020
Q4 		$39.5M Buy
+452,532
New +$38.5M 0.84% 40

Other funds holding BAH

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's BAH Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Booz Allen Hamilton (BAH) stake by 62% in Q1 2026, selling an estimated $3.87M and leaving 28,243 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #200.

Bartlett & Co Wealth Management first reported a position in BAH in Q4 2020 and has held it in 22 quarters since. The position peaked at $86.5M in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Bartlett & Co Wealth Management held 28,243 shares of Booz Allen Hamilton worth $2.2M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 45,954 Booz Allen Hamilton shares in Q1 2026, an estimated $3.87M.
  • Booz Allen Hamilton made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Bartlett & Co Wealth Management first reported a position in Booz Allen Hamilton in Q4 2020 and has held it in 22 quarters since.
  • Bartlett & Co Wealth Management's Booz Allen Hamilton position peaked at $86.5M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.