EPIM
BAH icon

Evelyn Partners Investment Management’s Booz Allen Hamilton BAH Stock Holding History

Evelyn Partners Investment Management’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 		$5.15K Sell
66
-114
-63% -$9.61K ﹤0.01% 378
2025
Q4 		$15.2K Buy
+180
New +$16.1K ﹤0.01% 347

Other funds holding BAH

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evelyn Partners Investment Management's BAH Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Booz Allen Hamilton (BAH) stake by 63% in Q1 2026, selling an estimated $9.61K and leaving 66 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Evelyn Partners Investment Management first reported a position in BAH in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.2K in Q4 2025. 554 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Evelyn Partners Investment Management held 66 shares of Booz Allen Hamilton worth $5.15K as of Q1 2026.
  • Evelyn Partners Investment Management sold 114 Booz Allen Hamilton shares in Q1 2026, an estimated $9.61K.
  • Booz Allen Hamilton made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #378 holding.
  • Evelyn Partners Investment Management first reported a position in Booz Allen Hamilton in Q4 2025 and has held it in 2 quarters since.
  • Evelyn Partners Investment Management's Booz Allen Hamilton position peaked at $15.2K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.