InceptionR’s Booz Allen Hamilton BAH Stock Holding History

InceptionR’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	-2,170	Closed	-$227K	–	656
2025 Q1	$227K	Sell	2,170 -1,506	-41%	-$182K	0.07%	444
2024 Q4	$473K	Sell	3,676 -4,438	-55%	-$689K	0.11%	343
2024 Q3	$1.32M	Buy	+8,114	New	+$1.24M	0.32%	76
2024 Q2	–	Sell	-6,837	Closed	-$1.01M	–	594
2024 Q1	$1.01M	Buy	+6,837	New	+$963K	0.26%	138
2023 Q4	–	Sell	-1,943	Closed	-$212K	–	355
2023 Q3	$212K	Buy	+1,943	New	+$223K	0.12%	338
2023 Q2	–	Sell	-14,998	Closed	-$1.39M	–	421
2023 Q1	$1.39M	Buy	14,998 +11,173	+292%	+$1.06M	0.45%	54
2022 Q4	$400K	Buy	+3,825	New	+$398K	0.21%	210

Other funds holding BAH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return