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Legacy Wealth Asset Management’s Booz Allen Hamilton BAH Stock Holding History

Legacy Wealth Asset 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
Q4 		– Sell
-2,491
Closed -$249K – 366
2025
Q3 		$249K Buy
2,491
+88
+4% +$9.41K 0.06% 331
2025
Q2 		$250K Buy
2,403
+8
+0.3% +$896 0.06% 329
2025
Q1 		$250K Sell
2,395
-82
-3% -$9.88K 0.07% 319
2024
Q4 		$319K Sell
2,477
-174
-7% -$27K 0.09% 299
2024
Q3 		$431K Buy
2,651
+140
+6% +$21.4K 0.12% 269
2024
Q2 		$386K Buy
2,511
+117
+5% +$17.5K 0.11% 268
2024
Q1 		$355K Sell
2,394
-4
-0.2% -$563 0.1% 279
2023
Q4 		$307K Buy
2,398
+27
+1% +$3.37K 0.1% 285
2023
Q3 		$259K Buy
2,371
+19
+0.8% +$2.18K 0.1% 295
2023
Q2 		$262K Buy
2,352
+47
+2% +$4.65K 0.09% 301
2023
Q1 		$214K Sell
2,305
-11
-0.5% -$1.04K 0.08% 325
2022
Q4 		$242K Sell
2,316
-151
-6% -$15.7K 0.09% 306
2022
Q3 		$228K Sell
2,467
-32
-1% -$3.03K 0.1% 293
2022
Q2 		$226K Sell
2,499
-49
-2% -$4.18K 0.09% 275
2022
Q1 		$224K Sell
2,548
-1
-0% -$82 0.08% 281
2021
Q4 		$216K Sell
2,549
-74
-3% -$6.24K 0.07% 294
2021
Q3 		$208K Sell
2,623
-30
-1% -$2.51K 0.1% 280
2021
Q2 		$226K Sell
2,653
-26
-1% -$2.2K 0.1% 281
2021
Q1 		$216K Sell
2,679
-5
-0.2% -$420 0.1% 277
2020
Q4 		$234K Buy
+2,684
New +$228K 0.12% 260

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Asset Management's BAH Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 2,491 shares — an estimated $249K sold.

Legacy Wealth Asset Management first reported a position in BAH in Q4 2020 and held it in 20 quarters. The position peaked at $431K in Q3 2024. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Legacy Wealth Asset Management reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,491 Booz Allen Hamilton shares in Q4 2025, an estimated $249K.
  • Legacy Wealth Asset Management first reported a position in Booz Allen Hamilton in Q4 2020 and held it in 20 quarters.
  • Legacy Wealth Asset Management's Booz Allen Hamilton position peaked at $431K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.