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

HB 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
Q1 		$438K Sell
5,614
-574
-9% -$48.4K ﹤0.01% 1040
2025
Q4 		$522K Sell
6,188
-11,991
-66% -$1.07M ﹤0.01% 891
2025
Q3 		$1.82M Buy
18,179
+485
+3% +$51.8K 0.01% 428
2025
Q2 		$1.84M Sell
17,694
-352
-2% -$39.4K 0.01% 400
2025
Q1 		$1.89M Buy
18,046
+15,576
+631% +$1.88M 0.02% 393
2024
Q4 		$318K Buy
2,470
+118
+5% +$18.3K ﹤0.01% 790
2024
Q3 		$383K Buy
2,352
+258
+12% +$39.5K ﹤0.01% 674
2024
Q2 		$322K Buy
+2,094
New +$314K ﹤0.01% 690

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

HB Wealth Management's BAH Position: Q1 2026 in Review

HB Wealth Management reduced its Booz Allen Hamilton (BAH) stake by 9.3% in Q1 2026, selling an estimated $48.4K and leaving 5,614 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

HB Wealth Management first reported a position in BAH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q1 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • HB Wealth Management held 5,614 shares of Booz Allen Hamilton worth $438K as of Q1 2026.
  • HB Wealth Management sold 574 Booz Allen Hamilton shares in Q1 2026, an estimated $48.4K.
  • Booz Allen Hamilton made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1040 holding.
  • HB Wealth Management first reported a position in Booz Allen Hamilton in Q2 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Booz Allen Hamilton position peaked at $1.89M in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.