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Cumberland Partners’s Booz Allen Hamilton BAH Stock Holding History

Cumberland 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
2025
Q2 		– Sell
-14,515
Closed -$1.52M – 174
2025
Q1 		$1.52M Sell
14,515
-84,815
-85% -$10.2M 0.12% 113
2024
Q4 		$12.8M Buy
99,330
+47,655
+92% +$7.4M 0.89% 33
2024
Q3 		$8.41M Buy
51,675
+14,620
+39% +$2.24M 0.58% 38
2024
Q2 		$5.7M Hold
37,055
– – 0.41% 52
2024
Q1 		$5.5M Sell
37,055
-3,425
-8% -$482K 0.4% 51
2023
Q4 		$5.13M Buy
40,480
+4,560
+13% +$568K 0.47% 46
2023
Q3 		$3.92M Buy
35,920
+22,475
+167% +$2.58M 0.38% 58
2023
Q2 		$1.5M Sell
13,445
-26,325
-66% -$2.6M 0.14% 102
2023
Q1 		$3.69M Sell
39,770
-25,715
-39% -$2.44M 0.36% 57
2022
Q4 		$6.84M Sell
65,485
-4,575
-7% -$476K 0.72% 29
2022
Q3 		$6.47M Buy
70,060
+22,035
+46% +$2.09M 0.69% 38
2022
Q2 		$4.34M Buy
48,025
+11,700
+32% +$999K 0.41% 54
2022
Q1 		$3.19M Buy
36,325
+1,700
+5% +$140K 0.24% 78
2021
Q4 		$2.94M Buy
34,625
+1,950
+6% +$164K 0.21% 85
2021
Q3 		$2.59M Sell
32,675
-24,954
-43% -$2.09M 0.21% 86
2021
Q2 		$4.91M Sell
57,629
-19,391
-25% -$1.64M 0.39% 72
2021
Q1 		$6.2M Buy
77,020
+320
+0.4% +$26.9K 0.51% 57
2020
Q4 		$6.69M Sell
76,700
-653
-0.8% -$55.5K 0.6% 49
2020
Q3 		$6.42M Buy
77,353
+4,124
+6% +$338K 0.67% 44
2020
Q2 		$5.7M Buy
73,229
+22,632
+45% +$1.71M 0.59% 52
2020
Q1 		$3.47M Buy
+50,597
New +$3.73M 0.42% 62

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cumberland Partners's BAH Position: Q2 2025 in Review

Cumberland Partners sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 14,515 shares — an estimated $1.52M sold.

Cumberland Partners first reported a position in BAH in Q1 2020 and held it in 21 quarters. The position peaked at $12.8M in Q4 2024. 701 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • Cumberland Partners reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
  • Cumberland Partners sold 14,515 Booz Allen Hamilton shares in Q2 2025, an estimated $1.52M.
  • Cumberland Partners first reported a position in Booz Allen Hamilton in Q1 2020 and held it in 21 quarters.
  • Cumberland Partners's Booz Allen Hamilton position peaked at $12.8M in Q4 2024.
  • 701 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Cumberland Partners's 13F filing for Q2 2025, filed 12 Aug 2025.