Legacy Advisors’s Booz Allen Hamilton BAH Stock Holding History

Legacy 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
2025 Q1	$214K	Buy	2,044 +298	+17%	+$35.9K	0.02%	397
2024 Q4	$225K	Sell	1,746 -23	-1%	-$3.57K	0.02%	365
2024 Q3	$288K	Buy	1,769 +12	+0.7%	+$1.84K	0.03%	302
2024 Q2	$270K	Buy	1,757 +9	+0.5%	+$1.35K	0.03%	266
2024 Q1	$259K	Sell	1,748 -44	-2%	-$6.2K	0.03%	268
2023 Q4	$229K	Buy	+1,792	New	+$223K	0.03%	281
2023 Q3	–	Sell	-1,825	Closed	-$204K	–	282
2023 Q2	$204K	Buy	+1,825	New	+$180K	0.03%	260
2023 Q1	–	Sell	-2,095	Closed	-$219K	–	256
2022 Q4	$219K	Buy	+2,095	New	+$218K	0.04%	224

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Advisors's BAH Position: Q1 2025 in Review

Legacy Advisors increased its Booz Allen Hamilton (BAH) stake by 17% in Q1 2025, buying an estimated $35.9K and bringing the position to 2,044 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #397.

Legacy Advisors first reported a position in BAH in Q4 2022 and has held it in 8 quarters since. The position peaked at $288K in Q3 2024. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

Legacy Advisors held 2,044 shares of Booz Allen Hamilton worth $214K as of Q1 2025.
Legacy Advisors bought 298 Booz Allen Hamilton shares in Q1 2025, an estimated $35.9K.
Booz Allen Hamilton made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #397 holding.
Legacy Advisors first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 8 quarters since.
Legacy Advisors's Booz Allen Hamilton position peaked at $288K in Q3 2024.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.