Ipsen Advisor Group’s Booz Allen Hamilton BAH Stock Holding History

Ipsen Advisor Group’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	$398K	Buy	5,095 +615	+14%	+$51.8K	0.28%	85
2025 Q4	$378K	Buy	4,480 +236	+6%	+$21.1K	0.27%	86
2025 Q3	$424K	Buy	4,244 +138	+3%	+$14.8K	0.31%	80
2025 Q2	$428K	Buy	4,106 +472	+13%	+$52.9K	0.33%	77
2025 Q1	$380K	Buy	3,634 +285	+9%	+$34.4K	0.33%	75
2024 Q4	$431K	Buy	+3,349	New	+$520K	0.37%	67
2022 Q4	$351K	Buy	+3,356	New	+$349K	0.4%	67

Other funds holding BAH

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ipsen Advisor Group's BAH Position: Q1 2026 in Review

Ipsen Advisor Group increased its Booz Allen Hamilton (BAH) stake by 14% in Q1 2026, buying an estimated $51.8K and bringing the position to 5,095 shares worth $398K. The position accounts for 0.28% of the portfolio, ranked #85.

Ipsen Advisor Group first reported a position in BAH in Q4 2022 and has held it in 7 quarters since. The position peaked at $431K in Q4 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Ipsen Advisor Group held 5,095 shares of Booz Allen Hamilton worth $398K as of Q1 2026.
Ipsen Advisor Group bought 615 Booz Allen Hamilton shares in Q1 2026, an estimated $51.8K.
Booz Allen Hamilton made up 0.28% of Ipsen Advisor Group's portfolio in Q1 2026, its #85 holding.
Ipsen Advisor Group first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Booz Allen Hamilton position peaked at $431K in Q4 2024.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.