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Bell Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Bell Investment 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 		$2.97K Sell
38
-22
-37% -$1.85K ﹤0.01% 1179
2025
Q4 		$5.06K Buy
60
+3
+5% +$268 ﹤0.01% 956
2025
Q3 		$5.7K Sell
57
-20
-26% -$2.14K ﹤0.01% 865
2025
Q2 		$8.02K Buy
77
+31
+67% +$3.47K ﹤0.01% 769
2025
Q1 		$4.81K Sell
46
-4
-8% -$482 ﹤0.01% 929
2024
Q4 		$6.43K Buy
50
+8
+19% +$1.24K ﹤0.01% 799
2024
Q3 		$6.84K Hold
42
– – ﹤0.01% 781
2024
Q2 		$6.46K Hold
42
– – ﹤0.01% 804
2024
Q1 		$6.24K Hold
42
– – ﹤0.01% 807
2023
Q4 		$5.37K Hold
42
– – ﹤0.01% 841
2023
Q3 		$4.59K Sell
42
-2
-5% -$230 ﹤0.01% 853
2023
Q2 		$4.91K Sell
44
-10
-19% -$988 ﹤0.01% 835
2023
Q1 		$5.01K Sell
54
-11
-17% -$1.04K ﹤0.01% 790
2022
Q4 		$6.79K Hold
65
– – ﹤0.01% 653
2022
Q3 		$6K Sell
65
-3
-4% -$284 ﹤0.01% 569
2022
Q2 		$6K Buy
+68
New +$5.8K ﹤0.01% 595
2021
Q4 		$5K Buy
64
+46
+256% +$3.88K ﹤0.01% 737
2021
Q3 		$1K Buy
+18
New +$1.5K ﹤0.01% 1272

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

Bell Investment Advisors's BAH Position: Q1 2026 in Review

Bell Investment Advisors reduced its Booz Allen Hamilton (BAH) stake by 37% in Q1 2026, selling an estimated $1.85K and leaving 38 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Bell Investment Advisors first reported a position in BAH in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.02K in Q2 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Bell Investment Advisors held 38 shares of Booz Allen Hamilton worth $2.97K as of Q1 2026.
  • Bell Investment Advisors sold 22 Booz Allen Hamilton shares in Q1 2026, an estimated $1.85K.
  • Booz Allen Hamilton made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1179 holding.
  • Bell Investment Advisors first reported a position in Booz Allen Hamilton in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Booz Allen Hamilton position peaked at $8.02K in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.