Guardian Wealth Management (Illinois)’s Booz Allen Hamilton BAH Stock Holding History

Guardian Wealth Management (Illinois)’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	-10	Closed	-$1.12K	–	73
2025 Q1	$1.12K	Sell	10 -1	-9%	-$121	﹤0.01%	217
2024 Q4	$1.38K	Hold	11	–	–	﹤0.01%	220
2024 Q3	$1.79K	Hold	11	–	–	﹤0.01%	223
2024 Q2	$1.63K	Hold	11	–	–	﹤0.01%	223
2024 Q1	$1.57K	Hold	11	–	–	﹤0.01%	215
2023 Q4	$1.35K	Hold	11	–	–	﹤0.01%	226
2023 Q3	$1.15K	Buy	11 +1	+10%	+$115	﹤0.01%	210
2023 Q2	$1.16K	Hold	10	–	–	﹤0.01%	210
2023 Q1	$966	Hold	10	–	–	﹤0.01%	225
2022 Q4	$1.08K	Hold	10	–	–	﹤0.01%	228
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	214
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	203
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	210
2021 Q4	$1K	Buy	+10	New	+$843	﹤0.01%	209

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BAH Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 10 shares — an estimated $1.12K sold.

Guardian Wealth Management (Illinois) first reported a position in BAH in Q4 2021 and held it in 14 quarters. The position peaked at $1.79K in Q3 2024. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 10 Booz Allen Hamilton shares in Q2 2025, an estimated $1.12K.
Guardian Wealth Management (Illinois) first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Booz Allen Hamilton position peaked at $1.79K in Q3 2024.
700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.