Cornerstone Planning Group
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Cornerstone Planning Group’s Booz Allen Hamilton BAH Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-138
Closed -$9.12K – 312
2026
Q2 		$9.12K Buy
138
+16
+13% +$1.22K ﹤0.01% 918
2026
Q1 		$9.3K Sell
122
-11
-8% -$927 ﹤0.01% 916
2025
Q4 		$12.1K Sell
133
-156
-54% -$14K ﹤0.01% 743
2025
Q3 		$23.9K Buy
289
+205
+244% +$21.9K ﹤0.01% 522
2025
Q2 		$9.41K Sell
84
-1
-1% -$112 ﹤0.01% 574
2025
Q1 		$9.9K Buy
85
+68
+400% +$8.2K ﹤0.01% 571
2024
Q4 		$2.3K Buy
17
+1
+6% +$155 ﹤0.01% 760
2024
Q3 		$2.95K Hold
16
– – ﹤0.01% 689
2024
Q2 		$2.32K Sell
16
-1
-6% -$150 ﹤0.01% 728
2024
Q1 		$2.5K Sell
17
-16
-48% -$2.25K ﹤0.01% 620
2023
Q4 		$4.22K Sell
33
-4
-11% -$499 ﹤0.01% 550
2023
Q3 		$4.04K Hold
37
– – ﹤0.01% 556
2023
Q2 		$4.13K Buy
+37
New +$3.66K ﹤0.01% 955
2022
Q4 		$4.81K Buy
+52
New +$5.4K ﹤0.01% 908

Other funds holding BAH

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cornerstone Planning Group's BAH Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Booz Allen Hamilton (BAH) in Q3 2026, closing a stake of 138 shares — an estimated $9.12K sold.

Cornerstone Planning Group first reported a position in BAH in Q4 2022 and held it in 14 quarters. The position peaked at $23.9K in Q3 2025. 97 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Booz Allen Hamilton position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 138 Booz Allen Hamilton shares in Q3 2026, an estimated $9.12K.
  • Cornerstone Planning Group first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Booz Allen Hamilton position peaked at $23.9K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.