Jacobi Capital Management’s Booz Allen Hamilton BAH Stock Holding History

Jacobi Capital 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	$203K	Buy	2,607 +10	+0.4%	+$843	0.01%	619
2025 Q4	$219K	Buy	+2,597	New	+$232K	0.01%	589
2025 Q3	–	Sell	-2,063	Closed	-$215K	–	593
2025 Q2	$215K	Buy	+2,063	New	+$231K	0.01%	564
2021 Q4	–	Sell	-315	Closed	-$25K	–	494
2021 Q3	$25K	Buy	315 +130	+70%	+$10.9K	﹤0.01%	802
2021 Q2	$16K	Buy	185 +48	+35%	+$4.06K	﹤0.01%	890
2021 Q1	$11K	Buy	137 +102	+291%	+$8.56K	﹤0.01%	942
2020 Q4	$3K	Buy	+35	New	+$2.98K	﹤0.01%	1089

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

Jacobi Capital Management's BAH Position: Q1 2026 in Review

Jacobi Capital Management increased its Booz Allen Hamilton (BAH) stake by 0.39% in Q1 2026, buying an estimated $843 and bringing the position to 2,607 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #619.

Jacobi Capital Management first reported a position in BAH in Q4 2020 and has held it in 7 quarters since. The position peaked at $219K in Q4 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Jacobi Capital Management held 2,607 shares of Booz Allen Hamilton worth $203K as of Q1 2026.
Jacobi Capital Management bought 10 Booz Allen Hamilton shares in Q1 2026, an estimated $843.
Booz Allen Hamilton made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #619 holding.
Jacobi Capital Management first reported a position in Booz Allen Hamilton in Q4 2020 and has held it in 7 quarters since.
Jacobi Capital Management's Booz Allen Hamilton position peaked at $219K in Q4 2025.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.