Institute for Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Institute for 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 Q2	$7.83K	Buy	+129	New	+$9.85K	﹤0.01%	1368

Other funds holding BAH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

Institute for Wealth Management's BAH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Booz Allen Hamilton (BAH) in Q2 2026: 129 shares worth $7.83K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings.

265 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

Institute for Wealth Management held 129 shares of Booz Allen Hamilton worth $7.83K as of Q2 2026.
Booz Allen Hamilton was a new Institute for Wealth Management position in Q2 2026.
Booz Allen Hamilton made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1368 holding.
265 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.