Concord Wealth Partners’s Booz Allen Hamilton BAH Stock Holding History

Concord Wealth Partners’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	-58	Closed	-$4.89K	–	254
2025 Q4	$4.89K	Hold	58	–	–	﹤0.01%	626
2025 Q3	$5.8K	Hold	58	–	–	﹤0.01%	598
2025 Q2	$6.04K	Hold	58	–	–	﹤0.01%	608
2025 Q1	$6.07K	Sell	58 -58	-50%	-$6.99K	﹤0.01%	562
2024 Q4	$14.9K	Buy	+116	New	+$18K	﹤0.01%	490
2023 Q4	–	Sell	-13	Closed	-$1.42K	–	828
2023 Q3	$1.42K	Hold	13	–	–	﹤0.01%	914
2023 Q2	$1.45K	Hold	13	–	–	﹤0.01%	905
2023 Q1	$1.21K	Hold	13	–	–	﹤0.01%	875
2022 Q4	$1.36K	Buy	+13	New	+$1.35K	﹤0.01%	1014
2022 Q3	–	Sell	-13	Closed	-$1K	–	240
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1101
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	1171
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	1196
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	805
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	945
2021 Q1	$1K	Buy	+13	New	+$1.09K	﹤0.01%	883

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

Concord Wealth Partners's BAH Position: Q1 2026 in Review

Concord Wealth Partners sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 58 shares — an estimated $4.89K sold.

Concord Wealth Partners first reported a position in BAH in Q1 2021 and held it in 15 quarters. The position peaked at $14.9K in Q4 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Concord Wealth Partners reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 58 Booz Allen Hamilton shares in Q1 2026, an estimated $4.89K.
Concord Wealth Partners first reported a position in Booz Allen Hamilton in Q1 2021 and held it in 15 quarters.
Concord Wealth Partners's Booz Allen Hamilton position peaked at $14.9K in Q4 2024.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.