FFM
BAH icon

Forum Financial Management’s Booz Allen Hamilton BAH Stock Holding History

Forum Financial 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
2024
Q4 		– Sell
-1,802
Closed -$293K – 930
2024
Q3 		$293K Buy
1,802
+4
+0.2% +$612 ﹤0.01% 530
2024
Q2 		$277K Buy
1,798
+3
+0.2% +$450 0.01% 515
2024
Q1 		$266K Hold
1,795
– – ﹤0.01% 553
2023
Q4 		$230K Buy
+1,795
New +$224K ﹤0.01% 579

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's BAH Position: Q4 2024 in Review

Forum Financial Management sold out of Booz Allen Hamilton (BAH) in Q4 2024, closing a stake of 1,802 shares — an estimated $293K sold.

Forum Financial Management first reported a position in BAH in Q4 2023 and held it in 4 quarters. The position peaked at $293K in Q3 2024. 743 funds tracked by Wall St. Rank hold BAH as of Q4 2024.

  • Forum Financial Management reported no remaining Booz Allen Hamilton position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 1,802 Booz Allen Hamilton shares in Q4 2024, an estimated $293K.
  • Forum Financial Management first reported a position in Booz Allen Hamilton in Q4 2023 and held it in 4 quarters.
  • Forum Financial Management's Booz Allen Hamilton position peaked at $293K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.