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Belpointe Asset Management’s Booz Allen Hamilton BAH Stock Holding History

Belpointe Asset 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 		$308K Buy
3,945
+77
+2% +$6.49K 0.01% 855
2025
Q4 		$326K Buy
3,868
+406
+12% +$36.3K 0.01% 800
2025
Q3 		$346K Sell
3,462
-430
-11% -$46K 0.01% 745
2025
Q2 		$405K Buy
3,892
+437
+13% +$48.9K 0.02% 653
2025
Q1 		$361K Buy
3,455
+51
+1% +$6.15K 0.02% 660
2024
Q4 		$541K Sell
3,404
-15
-0.4% -$2.33K 0.03% 490
2024
Q3 		$556K Sell
3,419
-202
-6% -$30.9K 0.03% 478
2024
Q2 		$557K Buy
3,621
+1,528
+73% +$229K 0.04% 433
2024
Q1 		$311K Sell
2,093
-45
-2% -$6.34K 0.02% 579
2023
Q4 		$274K Buy
2,138
+3
+0.1% +$374 0.02% 554
2023
Q3 		$233K Buy
2,135
+72
+3% +$8.28K 0.02% 557
2023
Q2 		$230K Sell
2,063
-2,873
-58% -$284K 0.02% 531
2023
Q1 		$458K Buy
4,936
+54
+1% +$5.12K 0.02% 593
2022
Q4 		$510K Buy
4,882
+2,019
+71% +$210K 0.03% 529
2022
Q3 		$264K Sell
2,863
-2,866
-50% -$272K 0.02% 730
2022
Q2 		$518K Buy
5,729
+317
+6% +$27.1K 0.03% 468
2022
Q1 		$475K Buy
5,412
+3,936
+267% +$324K 0.03% 554
2021
Q4 		$125K Buy
1,476
+28
+2% +$2.36K 0.01% 1099
2021
Q3 		$115K Buy
1,448
+134
+10% +$11.2K 0.01% 1096
2021
Q2 		$112K Buy
+1,314
New +$111K 0.01% 1080
2020
Q1 		– Sell
-1,648
Closed -$118K – 632
2019
Q4 		$118K Buy
+1,648
New +$117K 0.02% 720

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

Belpointe Asset Management's BAH Position: Q1 2026 in Review

Belpointe Asset Management increased its Booz Allen Hamilton (BAH) stake by 2% in Q1 2026, buying an estimated $6.49K and bringing the position to 3,945 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #855.

Belpointe Asset Management first reported a position in BAH in Q4 2019 and has held it in 21 quarters since. The position peaked at $557K in Q2 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Belpointe Asset Management held 3,945 shares of Booz Allen Hamilton worth $308K as of Q1 2026.
  • Belpointe Asset Management bought 77 Booz Allen Hamilton shares in Q1 2026, an estimated $6.49K.
  • Booz Allen Hamilton made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #855 holding.
  • Belpointe Asset Management first reported a position in Booz Allen Hamilton in Q4 2019 and has held it in 21 quarters since.
  • Belpointe Asset Management's Booz Allen Hamilton position peaked at $557K in Q2 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.