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

Kathmere 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
2025
Q3 		– Sell
-2,431
Closed -$253K – 529
2025
Q2 		$253K Buy
+2,431
New +$272K 0.02% 399
2025
Q1 		– Sell
-1,889
Closed -$243K – 437
2024
Q4 		$243K Buy
1,889
+47
+3% +$7.3K 0.02% 355
2024
Q3 		$300K Sell
1,842
-33
-2% -$5.05K 0.03% 289
2024
Q2 		$289K Sell
1,875
-50
-3% -$7.5K 0.03% 269
2024
Q1 		$286K Buy
1,925
+67
+4% +$9.43K 0.03% 237
2023
Q4 		$238K Buy
+1,858
New +$232K 0.03% 246
2023
Q1 		– Sell
-1,942
Closed -$203K – 231
2022
Q4 		$203K Buy
+1,942
New +$202K 0.04% 185

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return