Carolina Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Carolina Wealth 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
2025 Q2	–	Sell	-241	Closed	-$25.2K	–	275
2025 Q1	$25.2K	Hold	241	–	–	0.01%	108
2024 Q4	$31K	Sell	241 -557	-70%	-$86.5K	0.02%	110
2024 Q3	$130K	Sell	798 -39,444	-98%	-$6.04M	0.07%	62
2024 Q2	$6.19M	Buy	40,242 +36,817	+1,075%	+$5.52M	3.04%	12
2024 Q1	$508K	Buy	3,425 +200	+6%	+$28.2K	0.28%	51
2023 Q4	$413K	Buy	3,225 +3	+0.1%	+$374	0.21%	62
2023 Q3	$352K	Hold	3,222	–	–	0.2%	68
2023 Q2	$360K	Buy	+3,222	New	+$318K	0.22%	56

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Carolina Wealth Advisors's BAH Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 241 shares — an estimated $25.2K sold.

Carolina Wealth Advisors first reported a position in BAH in Q2 2023 and held it in 8 quarters. The position peaked at $6.19M in Q2 2024. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

Carolina Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 241 Booz Allen Hamilton shares in Q2 2025, an estimated $25.2K.
Carolina Wealth Advisors first reported a position in Booz Allen Hamilton in Q2 2023 and held it in 8 quarters.
Carolina Wealth Advisors's Booz Allen Hamilton position peaked at $6.19M in Q2 2024.
700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.