Creative Planning’s Booz Allen Hamilton BAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Sell |
14,553
-14,937
| -51% | -$1.26M | ﹤0.01% | 2356 |
|
|
2025
Q4 | $2.49M | Buy |
29,490
+8,193
| +38% | +$733K | ﹤0.01% | 1546 |
|
|
2025
Q3 | $2.13M | Buy |
21,297
+8,840
| +71% | +$945K | ﹤0.01% | 1493 |
|
|
2025
Q2 | $1.3M | Buy |
12,457
+1,964
| +19% | +$220K | ﹤0.01% | 1646 |
|
|
2025
Q1 | $1.1M | Buy |
10,493
+2,861
| +37% | +$345K | ﹤0.01% | 1647 |
|
|
2024
Q4 | $982K | Buy |
7,632
+147
| +2% | +$22.8K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $1.22M | Buy |
7,485
+758
| +11% | +$116K | ﹤0.01% | 1372 |
|
|
2024
Q2 | $1.04M | Buy |
6,727
+962
| +17% | +$144K | ﹤0.01% | 1380 |
|
|
2024
Q1 | $856K | Sell |
5,765
-263
| -4% | -$37K | ﹤0.01% | 1439 |
|
|
2023
Q4 | $771K | Buy |
6,028
+2,110
| +54% | +$263K | ﹤0.01% | 1398 |
|
|
2023
Q3 | $428K | Sell |
3,918
-209
| -5% | -$24K | ﹤0.01% | 1659 |
|
|
2023
Q2 | $461K | Sell |
4,127
-713
| -15% | -$70.5K | ﹤0.01% | 1602 |
|
|
2023
Q1 | $449K | Sell |
4,840
-1,036
| -18% | -$98.2K | ﹤0.01% | 1532 |
|
|
2022
Q4 | $614K | Sell |
5,876
-509
| -8% | -$52.9K | ﹤0.01% | 1317 |
|
|
2022
Q3 | $590K | Buy |
6,385
+1,361
| +27% | +$129K | ﹤0.01% | 1232 |
|
|
2022
Q2 | $454K | Buy |
5,024
+425
| +9% | +$36.3K | ﹤0.01% | 1374 |
|
|
2022
Q1 | $404K | Buy |
4,599
+104
| +2% | +$8.56K | ﹤0.01% | 1448 |
|
|
2021
Q4 | $381K | Buy |
4,495
+811
| +22% | +$68.4K | ﹤0.01% | 1473 |
|
|
2021
Q3 | $292K | Buy |
3,684
+500
| +16% | +$41.8K | ﹤0.01% | 1609 |
|
|
2021
Q2 | $271K | Buy |
3,184
+121
| +4% | +$10.2K | ﹤0.01% | 1618 |
|
|
2021
Q1 | $247K | Buy |
+3,063
| New | +$257K | ﹤0.01% | 1920 |
|
|
2020
Q3 | – | Sell |
-11,938
| Closed | -$929K | – | 2156 |
|
|
2020
Q2 | $929K | Sell |
11,938
-285
| -2% | -$21.6K | ﹤0.01% | 768 |
|
|
2020
Q1 | $839K | Sell |
12,223
-5,453
| -31% | -$402K | ﹤0.01% | 716 |
|
|
2019
Q4 | $1.26M | Sell |
17,676
-1,562
| -8% | -$111K | ﹤0.01% | 684 |
|
|
2019
Q3 | $1.37M | Buy |
19,238
+287
| +2% | +$20.3K | ﹤0.01% | 627 |
|
|
2019
Q2 | $1.25M | Buy |
+18,951
| New | +$1.17M | ﹤0.01% | 673 |
|
|
2017
Q3 | – | Sell |
-1,446
| Closed | -$47K | – | 2040 |
|
|
2017
Q2 | $47K | Buy |
1,446
+52
| +4% | +$1.87K | ﹤0.01% | 2553 |
|
|
2017
Q1 | $49K | Buy |
1,394
+24
| +2% | +$857 | ﹤0.01% | 2488 |
|
|
2016
Q4 | $49K | Sell |
1,370
-249
| -15% | -$8.44K | ﹤0.01% | 2403 |
|
|
2016
Q3 | $51K | Buy |
1,619
+256
| +19% | +$7.81K | ﹤0.01% | 2337 |
|
|
2016
Q2 | $40K | Hold |
1,363
| – | – | ﹤0.01% | 2294 |
|
|
2016
Q1 | $41K | Hold |
1,363
| – | – | ﹤0.01% | 2229 |
|
|
2015
Q4 | $42K | Buy |
1,363
+663
| +95% | +$19.2K | ﹤0.01% | 2253 |
|
|
2015
Q3 | $18K | Buy |
+700
| New | +$18.7K | ﹤0.01% | 2790 |
|
|
2015
Q2 | – | Sell |
-2,400
| Closed | -$69K | – | 1258 |
|
|
2015
Q1 | $69K | Buy |
2,400
+1,192
| +99% | +$34.7K | ﹤0.01% | 1780 |
|
|
2014
Q4 | $32K | Buy |
1,208
+935
| +342% | +$24.3K | ﹤0.01% | 2297 |
|
|
2014
Q3 | $6K | Buy |
273
+73
| +37% | +$1.61K | ﹤0.01% | 3179 |
|
|
2014
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3289 |
|
|
2014
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 3158 |
|
|
2013
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 2895 |
|
|
2013
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 2784 |
|
|
2013
Q2 | $3K | Buy |
+200
| New | +$3.17K | ﹤0.01% | 2691 |
|
Other funds holding BAH
VPM
VCM
Creative Planning's BAH Position: Q1 2026 in Review
Creative Planning reduced its Booz Allen Hamilton (BAH) stake by 51% in Q1 2026, selling an estimated $1.26M and leaving 14,553 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2356.
Creative Planning first reported a position in BAH in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.49M in Q4 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.
- Creative Planning held 14,553 shares of Booz Allen Hamilton worth $1.14M as of Q1 2026.
- Creative Planning sold 14,937 Booz Allen Hamilton shares in Q1 2026, an estimated $1.26M.
- Booz Allen Hamilton made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2356 holding.
- Creative Planning first reported a position in Booz Allen Hamilton in Q2 2013 and has held it in 42 quarters since.
- Creative Planning's Booz Allen Hamilton position peaked at $2.49M in Q4 2025.
- 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.