CI
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CX Institutional’s Booz Allen Hamilton BAH Stock Holding History

CX Institutional’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
Q2 		$3.2M Buy
52,717
+8,183
+18% +$625K 0.09% 199
2026
Q1 		$3.48M Buy
44,534
+43,997
+8,193% +$3.71M 0.11% 199
2025
Q4 		$45K Buy
537
+62
+13% +$5.55K ﹤0.01% 987
2025
Q3 		$47K Buy
475
+19
+4% +$2.03K ﹤0.01% 947
2025
Q2 		$47K Buy
456
+145
+47% +$16.2K ﹤0.01% 860
2025
Q1 		$33K Buy
+311
New +$37.5K ﹤0.01% 892
2023
Q1 		– Sell
-5,854
Closed -$612K – 480
2022
Q4 		$612K Buy
5,854
+889
+18% +$92.4K 0.04% 343
2022
Q3 		$459K Buy
4,965
+1,975
+66% +$187K 0.03% 346
2022
Q2 		$270K Buy
2,990
+12
+0.4% +$1.02K 0.02% 390
2022
Q1 		$262K Buy
+2,978
New +$245K 0.02% 328
2021
Q3 		– Sell
-7
Closed -$1K – 962
2021
Q2 		$1K Buy
+7
New +$592 ﹤0.01% 926
2020
Q3 		– Sell
-32
Closed -$2K – 875
2020
Q2 		$2K Buy
+32
New +$2.42K ﹤0.01% 739
2019
Q3 		– Sell
-12
Closed -$1K – 798
2019
Q2 		$1K Buy
+12
New +$738 ﹤0.01% 813

Other funds holding BAH

P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional's BAH Position: Q2 2026 in Review

CX Institutional increased its Booz Allen Hamilton (BAH) stake by 18% in Q2 2026, buying an estimated $625K and bringing the position to 52,717 shares worth $3.2M. The position accounts for 0.09% of the portfolio, ranked #199.

CX Institutional first reported a position in BAH in Q2 2019 and has held it in 13 quarters since. The position peaked at $3.48M in Q1 2026. 51 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • CX Institutional held 52,717 shares of Booz Allen Hamilton worth $3.2M as of Q2 2026.
  • CX Institutional bought 8,183 Booz Allen Hamilton shares in Q2 2026, an estimated $625K.
  • Booz Allen Hamilton made up 0.09% of CX Institutional's portfolio in Q2 2026, its #199 holding.
  • CX Institutional first reported a position in Booz Allen Hamilton in Q2 2019 and has held it in 13 quarters since.
  • CX Institutional's Booz Allen Hamilton position peaked at $3.48M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.