Jones Financial Companies
BAH icon

Jones Financial Companies’s Booz Allen Hamilton BAH Stock Holding History

Jones Financial Companies’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 		$2.31M Buy
29,447
+26,435
+878% +$2.23M ﹤0.01% 1361
2025
Q4 		$254K Sell
3,012
-27
-0.9% -$2.42K ﹤0.01% 1801
2025
Q3 		$301K Buy
3,039
+436
+17% +$46.6K ﹤0.01% 1619
2025
Q2 		$268K Buy
2,603
+781
+43% +$87.5K ﹤0.01% 1537
2025
Q1 		$192K Buy
1,822
+410
+29% +$49.4K ﹤0.01% 1507
2024
Q4 		$182K Buy
1,412
+499
+55% +$77.5K ﹤0.01% 1395
2024
Q3 		$148K Buy
913
+591
+184% +$90.5K ﹤0.01% 1256
2024
Q2 		$49.6K Buy
322
+125
+63% +$18.7K ﹤0.01% 1256
2024
Q1 		$29.3K Buy
197
+158
+405% +$22.2K ﹤0.01% 826
2023
Q4 		$4.99K Buy
+39
New +$4.86K ﹤0.01% 764
2022
Q3 		– Sell
-14
Closed -$1K – 546
2022
Q2 		$1K Buy
+14
New +$1.2K ﹤0.01% 614
2021
Q2 		– Sell
-46
Closed -$4K – 638
2021
Q1 		$4K Sell
46
-24
-34% -$2.01K ﹤0.01% 639
2020
Q4 		$6K Buy
+70
New +$5.95K ﹤0.01% 476
2013
Q4 		– Sell
-247
Closed -$5K – 245
2013
Q3 		$5K Buy
+247
New +$4.83K ﹤0.01% 578

Other funds holding BAH

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies's BAH Position: Q1 2026 in Review

Jones Financial Companies increased its Booz Allen Hamilton (BAH) stake by 878% in Q1 2026, buying an estimated $2.23M and bringing the position to 29,447 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Jones Financial Companies first reported a position in BAH in Q3 2013 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Jones Financial Companies held 29,447 shares of Booz Allen Hamilton worth $2.31M as of Q1 2026.
  • Jones Financial Companies bought 26,435 Booz Allen Hamilton shares in Q1 2026, an estimated $2.23M.
  • Booz Allen Hamilton made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1361 holding.
  • Jones Financial Companies first reported a position in Booz Allen Hamilton in Q3 2013 and has held it in 14 quarters since.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.