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

Capital 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	–	Sell	-8,130	Closed	-$686K	–	753
2025 Q4	$686K	Sell	8,130 -7,381	-48%	-$661K	0.01%	412
2025 Q3	$1.55M	Buy	15,511 +703	+5%	+$75.2K	0.03%	273
2025 Q2	$1.54M	Sell	14,808 -303	-2%	-$33.9K	0.03%	270
2025 Q1	$1.58M	Buy	15,111 +2,165	+17%	+$261K	0.03%	249
2024 Q4	$1.67M	Buy	12,946 +973	+8%	+$151K	0.03%	234
2024 Q3	$1.95M	Buy	11,973 +2,001	+20%	+$306K	0.04%	212
2024 Q2	$1.53M	Buy	9,972 +1,461	+17%	+$219K	0.03%	232
2024 Q1	$1.26M	Buy	8,511 +3,363	+65%	+$474K	0.03%	256
2023 Q4	$659K	Buy	5,148 +2,025	+65%	+$252K	0.02%	332
2023 Q3	$341K	Buy	3,123 +864	+38%	+$99.3K	0.01%	426
2023 Q2	$252K	Buy	+2,259	New	+$223K	0.01%	464

Other funds holding BAH

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 8,130 shares — an estimated $686K sold.

Capital Investment Advisors first reported a position in BAH in Q2 2023 and held it in 11 quarters. The position peaked at $1.95M in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Capital Investment Advisors reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
Capital Investment Advisors sold 8,130 Booz Allen Hamilton shares in Q1 2026, an estimated $686K.
Capital Investment Advisors first reported a position in Booz Allen Hamilton in Q2 2023 and held it in 11 quarters.
Capital Investment Advisors's Booz Allen Hamilton position peaked at $1.95M in Q3 2024.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.