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CBIZ Investment Advisory Services’s Booz Allen Hamilton BAH Stock Holding History

CBIZ Investment Advisory Services’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 		$3.59K Sell
46
-17
-27% -$1.43K ﹤0.01% 266
2025
Q4 		$5.32K Buy
63
+17
+37% +$1.52K ﹤0.01% 492
2025
Q3 		$4.6K Buy
46
+44
+2,200% +$4.7K ﹤0.01% 457
2025
Q2 		$208 Buy
+2
New +$224 ﹤0.01% 686

Other funds holding BAH

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CBIZ Investment Advisory Services's BAH Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Booz Allen Hamilton (BAH) stake by 27% in Q1 2026, selling an estimated $1.43K and leaving 46 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

CBIZ Investment Advisory Services first reported a position in BAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.32K in Q4 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • CBIZ Investment Advisory Services held 46 shares of Booz Allen Hamilton worth $3.59K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 17 Booz Allen Hamilton shares in Q1 2026, an estimated $1.43K.
  • Booz Allen Hamilton made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #266 holding.
  • CBIZ Investment Advisory Services first reported a position in Booz Allen Hamilton in Q2 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's Booz Allen Hamilton position peaked at $5.32K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.