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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
Q2 		$234K Sell
3,864
-81
-2% -$6.18K 0.01% 997
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Belpointe Asset Management's BAH Position: Q2 2026 in Review

Belpointe Asset Management reduced its Booz Allen Hamilton (BAH) stake by 2.1% in Q2 2026, selling an estimated $6.18K and leaving 3,864 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #997.

Belpointe Asset Management first reported a position in BAH in Q4 2019 and has held it in 22 quarters since. The position peaked at $557K in Q2 2024. 559 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Belpointe Asset Management held 3,864 shares of Booz Allen Hamilton worth $234K as of Q2 2026.
  • Belpointe Asset Management sold 81 Booz Allen Hamilton shares in Q2 2026, an estimated $6.18K.
  • Booz Allen Hamilton made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #997 holding.
  • Belpointe Asset Management first reported a position in Booz Allen Hamilton in Q4 2019 and has held it in 22 quarters since.
  • Belpointe Asset Management's Booz Allen Hamilton position peaked at $557K in Q2 2024.
  • 559 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.