Evermay Wealth Management
BAH icon

Evermay Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Evermay Wealth 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
Q3 		$1.39K Hold
20
– – ﹤0.01% 580
2026
Q2 		$1.21K Buy
+20
New +$1.53K ﹤0.01% 610
2017
Q3 		– Sell
-11,390
Closed -$371K – 101
2017
Q2 		$371K Buy
+11,390
New +$410K 0.16% 52

Other funds holding BAH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
D'Orazio & Associates
D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Waters Parkerson & Co
Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Evermay Wealth Management's BAH Position: Q3 2026 in Review

Evermay Wealth Management held its Booz Allen Hamilton (BAH) position steady in Q3 2026 at 20 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Evermay Wealth Management first reported a position in BAH in Q2 2017 and has held it in 3 quarters since. The position peaked at $371K in Q2 2017. 249 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Evermay Wealth Management held 20 shares of Booz Allen Hamilton worth $1.39K as of Q3 2026.
  • Evermay Wealth Management left its Booz Allen Hamilton share count unchanged in Q3 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #580 holding.
  • Evermay Wealth Management first reported a position in Booz Allen Hamilton in Q2 2017 and has held it in 3 quarters since.
  • Evermay Wealth Management's Booz Allen Hamilton position peaked at $371K in Q2 2017.
  • 249 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.