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Legacy Wealth Management (Idaho)’s Booz Allen Hamilton BAH Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-35
Closed -$4.48K – 821
2024
Q4 		$4.48K Buy
+35
New +$5.44K ﹤0.01% 401

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BAH Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 35 shares — an estimated $4.48K sold.

Legacy Wealth Management (Idaho) first reported a position in BAH in Q4 2024 and held it in 1 quarter. The position peaked at $4.48K in Q4 2024. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 35 Booz Allen Hamilton shares in Q1 2025, an estimated $4.48K.
  • Legacy Wealth Management (Idaho) first reported a position in Booz Allen Hamilton in Q4 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Booz Allen Hamilton position peaked at $4.48K in Q4 2024.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.