Johnson Financial Group Inc (Wisconsin)’s Booz Allen Hamilton BAH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$19.1K	Sell	245 -37	-13%	-$3.12K	﹤0.01%	567
2025 Q4	$23.8K	Sell	282 -318	-53%	-$28.5K	﹤0.01%	572
2025 Q3	$60K	Buy	600 +124	+26%	+$13.3K	﹤0.01%	570
2025 Q2	$49.6K	Buy	476 +40	+9%	+$4.48K	﹤0.01%	461
2025 Q1	$45.6K	Buy	436 +20	+5%	+$2.41K	﹤0.01%	623
2024 Q4	$53.7K	Buy	416 +323	+347%	+$50.2K	﹤0.01%	483
2024 Q3	$15.1K	Buy	93 +85	+1,063%	+$13K	﹤0.01%	626
2024 Q2	$1.23K	Buy	+8	New	+$1.2K	﹤0.01%	713
2023 Q4	–	Sell	-59	Closed	-$6.45K	–	923
2023 Q3	$6.45K	Sell	59 -128	-68%	-$14.7K	﹤0.01%	553
2023 Q2	$20.9K	Buy	187 +100	+115%	+$9.88K	﹤0.01%	491
2023 Q1	$8.06K	Sell	87 -325	-79%	-$30.8K	﹤0.01%	529
2022 Q4	$43.1K	Buy	412 +304	+281%	+$31.6K	﹤0.01%	369
2022 Q3	$10K	Buy	+108	New	+$10.2K	﹤0.01%	491

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

Johnson Financial Group Inc (Wisconsin)'s BAH Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Booz Allen Hamilton (BAH) stake by 13% in Q1 2026, selling an estimated $3.12K and leaving 245 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Johnson Financial Group Inc (Wisconsin) first reported a position in BAH in Q3 2022 and has held it in 13 quarters since. The position peaked at $60K in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 245 shares of Booz Allen Hamilton worth $19.1K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) sold 37 Booz Allen Hamilton shares in Q1 2026, an estimated $3.12K.
Booz Allen Hamilton made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #567 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Booz Allen Hamilton in Q3 2022 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Booz Allen Hamilton position peaked at $60K in Q3 2025.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.