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Cabot Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Cabot 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
2025
Q4 		– Sell
-17,734
Closed -$1.77M – 139
2025
Q3 		$1.77M Sell
17,734
-13,607
-43% -$1.45M 0.2% 88
2025
Q2 		$3.26M Sell
31,341
-1,281
-4% -$143K 0.39% 66
2025
Q1 		$3.41M Buy
32,622
+2,187
+7% +$264K 0.43% 60
2024
Q4 		$3.92M Buy
30,435
+8,181
+37% +$1.27M 0.5% 58
2024
Q3 		$3.62M Buy
22,254
+12,431
+127% +$1.9M 0.45% 59
2024
Q2 		$1.51M Sell
9,823
-15
-0.2% -$2.25K 0.2% 84
2024
Q1 		$1.46M Sell
9,838
-10,822
-52% -$1.52M 0.19% 89
2023
Q4 		$2.64M Sell
20,660
-350
-2% -$43.6K 0.37% 67
2023
Q3 		$2.3M Buy
21,010
+57
+0.3% +$6.55K 0.35% 68
2023
Q2 		$2.34M Sell
20,953
-400
-2% -$39.5K 0.35% 67
2023
Q1 		$1.98M Sell
21,353
-12,408
-37% -$1.18M 0.31% 74
2022
Q4 		$3.53M Sell
33,761
-5,450
-14% -$567K 0.6% 48
2022
Q3 		$3.62M Sell
39,211
-1,022
-3% -$96.9K 0.61% 49
2022
Q2 		$3.63M Buy
40,233
+5
+0% +$427 0.58% 50
2022
Q1 		$3.53M Buy
40,228
+189
+0.5% +$15.6K 0.48% 61
2021
Q4 		$3.4M Sell
40,039
-41
-0.1% -$3.46K 0.43% 62
2021
Q3 		$3.18M Sell
40,080
-814
-2% -$68K 0.43% 62
2021
Q2 		$3.48M Buy
40,894
+849
+2% +$71.8K 0.47% 61
2021
Q1 		$3.23M Buy
40,045
+2,856
+8% +$240K 0.46% 58
2020
Q4 		$3.24M Buy
37,189
+275
+0.7% +$23.4K 0.5% 57
2020
Q3 		$3.06M Buy
36,914
+253
+0.7% +$20.7K 0.56% 57
2020
Q2 		$2.85M Sell
36,661
-2,030
-5% -$153K 0.57% 54
2020
Q1 		$2.66M Sell
38,691
-1,033
-3% -$76.1K 0.63% 53
2019
Q4 		$2.83M Sell
39,724
-105
-0.3% -$7.48K 0.55% 58
2019
Q3 		$2.83M Sell
39,829
-357
-0.9% -$25.3K 0.6% 57
2019
Q2 		$2.66M Sell
40,186
-27,745
-41% -$1.71M 0.56% 59
2019
Q1 		$3.95M Sell
67,931
-722
-1% -$37.5K 0.87% 42
2018
Q4 		$3.09M Sell
68,653
-1,715
-2% -$84.2K 0.76% 49
2018
Q3 		$3.49M Buy
+70,368
New +$3.43M 0.75% 53

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cabot Wealth Management's BAH Position: Q4 2025 in Review

Cabot Wealth Management sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 17,734 shares — an estimated $1.77M sold.

Cabot Wealth Management first reported a position in BAH in Q3 2018 and held it in 29 quarters. The position peaked at $3.95M in Q1 2019. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Cabot Wealth Management reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Cabot Wealth Management sold 17,734 Booz Allen Hamilton shares in Q4 2025, an estimated $1.77M.
  • Cabot Wealth Management first reported a position in Booz Allen Hamilton in Q3 2018 and held it in 29 quarters.
  • Cabot Wealth Management's Booz Allen Hamilton position peaked at $3.95M in Q1 2019.
  • 628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Cabot Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.