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HFM Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

HFM Investment Advisors’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 		$546 Sell
7
-7
-50% -$590 ﹤0.01% 641
2025
Q4 		$1.18K Buy
14
+10
+250% +$895 ﹤0.01% 406
2025
Q3 		$400 Sell
4
-4
-50% -$428 ﹤0.01% 758
2025
Q2 		$833 Buy
8
+6
+300% +$672 ﹤0.01% 441
2025
Q1 		$210 Buy
+2
New +$241 ﹤0.01% 611

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

HFM Investment Advisors's BAH Position: Q1 2026 in Review

HFM Investment Advisors reduced its Booz Allen Hamilton (BAH) stake by 50% in Q1 2026, selling an estimated $590 and leaving 7 shares worth $546. The position accounts for ﹤0.01% of the portfolio, ranked #641.

HFM Investment Advisors first reported a position in BAH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.18K in Q4 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • HFM Investment Advisors held 7 shares of Booz Allen Hamilton worth $546 as of Q1 2026.
  • HFM Investment Advisors sold 7 Booz Allen Hamilton shares in Q1 2026, an estimated $590.
  • Booz Allen Hamilton made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #641 holding.
  • HFM Investment Advisors first reported a position in Booz Allen Hamilton in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Booz Allen Hamilton position peaked at $1.18K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.