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Bogart Wealth LLC’s Booz Allen Hamilton BAH Stock Holding History

Bogart Wealth LLC’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 		$24.6K Buy
406
+13
+3% +$992 ﹤0.01% 739
2026
Q1 		$30.7K Sell
393
-12
-3% -$1.01K ﹤0.01% 615
2025
Q4 		$34.2K Buy
405
+200
+98% +$17.9K ﹤0.01% 564
2025
Q3 		$20.5K Sell
205
-4
-2% -$428 ﹤0.01% 654
2025
Q2 		$21.8K Buy
209
+14
+7% +$1.57K ﹤0.01% 610
2025
Q1 		$20.4K Hold
195
– – ﹤0.01% 580
2024
Q4 		$25.1K Buy
195
+155
+388% +$24.1K ﹤0.01% 536
2024
Q3 		$6.51K Hold
40
– – ﹤0.01% 779
2024
Q2 		$6.16K Sell
40
-16
-29% -$2.4K ﹤0.01% 748
2024
Q1 		$8.31K Buy
56
+16
+40% +$2.25K ﹤0.01% 678
2023
Q4 		$5.12K Hold
40
– – ﹤0.01% 743
2023
Q3 		$4.37K Hold
40
– – ﹤0.01% 746
2023
Q2 		$4.46K Hold
40
– – ﹤0.01% 739
2023
Q1 		$3.71K Buy
+40
New +$3.79K ﹤0.01% 784

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

Bogart Wealth LLC's BAH Position: Q2 2026 in Review

Bogart Wealth LLC increased its Booz Allen Hamilton (BAH) stake by 3.3% in Q2 2026, buying an estimated $992 and bringing the position to 406 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Bogart Wealth LLC first reported a position in BAH in Q1 2023 and has held it in 14 quarters since. The position peaked at $34.2K in Q4 2025. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Bogart Wealth LLC held 406 shares of Booz Allen Hamilton worth $24.6K as of Q2 2026.
  • Bogart Wealth LLC bought 13 Booz Allen Hamilton shares in Q2 2026, an estimated $992.
  • Booz Allen Hamilton made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #739 holding.
  • Bogart Wealth LLC first reported a position in Booz Allen Hamilton in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's Booz Allen Hamilton position peaked at $34.2K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.