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JPL Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

JPL Wealth 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 		$2.26K Buy
+29
New +$2.44K ﹤0.01% 938
2025
Q4 		– Sell
-29
Closed -$2.9K – 211
2025
Q3 		$2.9K Buy
+29
New +$3.1K ﹤0.01% 777

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

JPL Wealth Management's BAH Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Booz Allen Hamilton (BAH) in Q1 2026: 29 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BAH as recently as Q3 2025.

JPL Wealth Management first reported a position in BAH in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.9K in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • JPL Wealth Management held 29 shares of Booz Allen Hamilton worth $2.26K as of Q1 2026.
  • Booz Allen Hamilton was a new JPL Wealth Management position in Q1 2026.
  • Booz Allen Hamilton made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #938 holding.
  • JPL Wealth Management first reported a position in Booz Allen Hamilton in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Booz Allen Hamilton position peaked at $2.9K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.