Lido Advisors
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Lido Advisors’s Booz Allen Hamilton BAH Stock Holding History

Lido 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 		– Sell
-3,325
Closed -$428K – 1524
2024
Q4 		$428K Sell
3,325
-576
-15% -$89.5K ﹤0.01% 1059
2024
Q3 		$635K Sell
3,901
-40
-1% -$6.13K ﹤0.01% 874
2024
Q2 		$607K Buy
3,941
+313
+9% +$46.9K ﹤0.01% 864
2024
Q1 		$538K Sell
3,628
-134
-4% -$18.9K ﹤0.01% 877
2023
Q4 		$481K Sell
3,762
-1,056
-22% -$132K ﹤0.01% 872
2023
Q3 		$526K Sell
4,818
-294
-6% -$33.8K ﹤0.01% 731
2023
Q2 		$571K Sell
5,112
-1,318
-20% -$130K ﹤0.01% 689
2023
Q1 		$596K Buy
6,430
+294
+5% +$27.9K 0.01% 620
2022
Q4 		$641K Sell
6,136
-480
-7% -$49.9K 0.01% 513
2022
Q3 		$611K Sell
6,616
-5,800
-47% -$550K 0.01% 497
2022
Q2 		$1.12M Sell
12,416
-7,948
-39% -$678K 0.01% 320
2022
Q1 		$1.79M Sell
20,364
-5,410
-21% -$445K 0.02% 278
2021
Q4 		$2.19M Buy
25,774
+896
+4% +$75.6K 0.02% 257
2021
Q3 		$1.97M Buy
24,878
+698
+3% +$58.3K 0.03% 271
2021
Q2 		$2.06M Sell
24,180
-1,441
-6% -$122K 0.03% 256
2021
Q1 		$2.06M Buy
25,621
+11,083
+76% +$930K 0.04% 223
2020
Q4 		$1.27M Buy
14,538
+951
+7% +$80.9K 0.03% 276
2020
Q3 		$1.13M Sell
13,587
-228
-2% -$18.7K 0.03% 242
2020
Q2 		$1.07M Buy
13,815
+163
+1% +$12.3K 0.03% 234
2020
Q1 		$937K Buy
13,652
+754
+6% +$55.6K 0.04% 236
2019
Q4 		$917K Buy
12,898
+2,270
+21% +$162K 0.04% 278
2019
Q3 		$755K Buy
10,628
+1,133
+12% +$80.2K 0.04% 264
2019
Q2 		$628K Buy
9,495
+1,059
+13% +$65.1K 0.04% 262
2019
Q1 		$490K Buy
+8,436
New +$438K 0.03% 291

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

Lido Advisors's BAH Position: Q1 2025 in Review

Lido Advisors sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 3,325 shares — an estimated $428K sold.

Lido Advisors first reported a position in BAH in Q1 2019 and held it in 24 quarters. The position peaked at $2.19M in Q4 2021. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Lido Advisors reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 3,325 Booz Allen Hamilton shares in Q1 2025, an estimated $428K.
  • Lido Advisors first reported a position in Booz Allen Hamilton in Q1 2019 and held it in 24 quarters.
  • Lido Advisors's Booz Allen Hamilton position peaked at $2.19M in Q4 2021.
  • 728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.