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JFS Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

JFS Wealth 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
Q2 		$6.61K Buy
109
+6
+6% +$458 ﹤0.01% 1171
2026
Q1 		$8.04K Sell
103
-35
-25% -$2.95K ﹤0.01% 1035
2025
Q4 		$11.6K Sell
138
-19
-12% -$1.7K ﹤0.01% 926
2025
Q3 		$15.7K Sell
157
-56
-26% -$5.99K ﹤0.01% 752
2025
Q2 		$22.2K Sell
213
-48
-18% -$5.38K ﹤0.01% 636
2025
Q1 		$27.3K Sell
261
-4
-2% -$482 ﹤0.01% 597
2024
Q4 		$34.1K Sell
265
-2
-0.7% -$311 ﹤0.01% 528
2024
Q3 		$43.5K Buy
267
+3
+1% +$459 ﹤0.01% 493
2024
Q2 		$40.6K Hold
264
– – ﹤0.01% 456
2024
Q1 		$39.2K Sell
264
-3
-1% -$422 ﹤0.01% 481
2023
Q4 		$34.2K Buy
267
+3
+1% +$374 ﹤0.01% 476
2023
Q3 		$28.8K Buy
264
+6
+2% +$690 ﹤0.01% 464
2023
Q2 		$28.8K Hold
258
– – ﹤0.01% 458
2023
Q1 		$23.9K Sell
258
-12
-4% -$1.14K ﹤0.01% 489
2022
Q4 		$28.2K Buy
270
+1
+0.4% +$104 ﹤0.01% 462
2022
Q3 		$25K Buy
269
+13
+5% +$1.23K ﹤0.01% 514
2022
Q2 		$23K Buy
256
+12
+5% +$1.02K ﹤0.01% 556
2022
Q1 		$21K Buy
244
+211
+639% +$17.4K ﹤0.01% 590
2021
Q4 		$3K Buy
+33
New +$2.78K ﹤0.01% 911

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFS Wealth Advisors's BAH Position: Q2 2026 in Review

JFS Wealth Advisors increased its Booz Allen Hamilton (BAH) stake by 5.8% in Q2 2026, buying an estimated $458 and bringing the position to 109 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

JFS Wealth Advisors first reported a position in BAH in Q4 2021 and has held it in 19 quarters since. The position peaked at $43.5K in Q3 2024. 554 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • JFS Wealth Advisors held 109 shares of Booz Allen Hamilton worth $6.61K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Booz Allen Hamilton shares in Q2 2026, an estimated $458.
  • Booz Allen Hamilton made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1171 holding.
  • JFS Wealth Advisors first reported a position in Booz Allen Hamilton in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Booz Allen Hamilton position peaked at $43.5K in Q3 2024.
  • 554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.