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 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	$2.31K	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	+$5.41K	﹤0.01%	908

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

Cornerstone Planning Group's BAH Position: Q1 2026 in Review

Cornerstone Planning Group reduced its Booz Allen Hamilton (BAH) stake by 8.3% in Q1 2026, selling an estimated $927 and leaving 122 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Cornerstone Planning Group first reported a position in BAH in Q4 2022 and has held it in 13 quarters since. The position peaked at $23.9K in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Cornerstone Planning Group held 122 shares of Booz Allen Hamilton worth $9.3K as of Q1 2026.
Cornerstone Planning Group sold 11 Booz Allen Hamilton shares in Q1 2026, an estimated $927.
Booz Allen Hamilton made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #916 holding.
Cornerstone Planning Group first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Booz Allen Hamilton position peaked at $23.9K in Q3 2025.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.