LPL Financial
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LPL Financial’s Booz Allen Hamilton BAH Stock Holding History

LPL Financial’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
2026
Q1 		$4.25M Sell
54,510
-24,661
-31% -$2.08M ﹤0.01% 2777
2025
Q4 		$6.68M Sell
79,171
-20,017
-20% -$1.79M ﹤0.01% 2283
2025
Q3 		$9.91M Sell
99,188
-4,797
-5% -$513K ﹤0.01% 1867
2025
Q2 		$10.8M Sell
103,985
-4,566
-4% -$511K ﹤0.01% 1656
2025
Q1 		$11.4M Buy
108,551
+861
+0.8% +$104K ﹤0.01% 1513
2024
Q4 		$13.9M Buy
107,690
+15,756
+17% +$2.45M 0.01% 1311
2024
Q3 		$15M Buy
91,934
+8,683
+10% +$1.33M 0.01% 1201
2024
Q2 		$12.8M Buy
83,251
+10,693
+15% +$1.6M 0.01% 1210
2024
Q1 		$10.8M Buy
72,558
+12,521
+21% +$1.76M 0.01% 1286
2023
Q4 		$7.68M Buy
60,037
+5,628
+10% +$702K ﹤0.01% 1412
2023
Q3 		$5.95M Buy
54,409
+9,558
+21% +$1.1M ﹤0.01% 1496
2023
Q2 		$5.01M Buy
44,851
+939
+2% +$92.8K ﹤0.01% 1562
2023
Q1 		$4.07M Buy
43,912
+1,487
+4% +$141K ﹤0.01% 1641
2022
Q4 		$4.43M Buy
42,425
+2,972
+8% +$309K ﹤0.01% 1538
2022
Q3 		$3.64M Buy
39,453
+3,253
+9% +$308K ﹤0.01% 1592
2022
Q2 		$3.27M Sell
36,200
-5,195
-13% -$443K ﹤0.01% 1670
2022
Q1 		$3.64M Buy
41,395
+4,089
+11% +$336K ﹤0.01% 1635
2021
Q4 		$3.16M Buy
37,306
+2,561
+7% +$216K ﹤0.01% 1741
2021
Q3 		$2.76M Buy
34,745
+7,943
+30% +$664K ﹤0.01% 1813
2021
Q2 		$2.28M Buy
26,802
+7,049
+36% +$596K ﹤0.01% 1874
2021
Q1 		$1.59M Sell
19,753
-1,399
-7% -$117K ﹤0.01% 2012
2020
Q4 		$1.84M Sell
21,152
-1,888
-8% -$161K ﹤0.01% 1722
2020
Q3 		$1.91M Sell
23,040
-4,742
-17% -$388K ﹤0.01% 1485
2020
Q2 		$2.16M Sell
27,782
-667
-2% -$50.4K ﹤0.01% 1306
2020
Q1 		$1.95M Buy
28,449
+3,943
+16% +$291K ﹤0.01% 1206
2019
Q4 		$1.74M Buy
24,506
+3,408
+16% +$243K ﹤0.01% 1446
2019
Q3 		$1.5M Buy
21,098
+11,418
+118% +$808K ﹤0.01% 1453
2019
Q2 		$641K Buy
9,680
+3,764
+64% +$231K ﹤0.01% 2077
2019
Q1 		$344K Sell
5,916
-57
-1% -$2.96K ﹤0.01% 2528
2018
Q4 		$269K Buy
+5,973
New +$293K ﹤0.01% 2553

Other funds holding BAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's BAH Position: Q1 2026 in Review

LPL Financial reduced its Booz Allen Hamilton (BAH) stake by 31% in Q1 2026, selling an estimated $2.08M and leaving 54,510 shares worth $4.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

LPL Financial first reported a position in BAH in Q4 2018 and has held it in 30 quarters since. The position peaked at $15M in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • LPL Financial held 54,510 shares of Booz Allen Hamilton worth $4.25M as of Q1 2026.
  • LPL Financial sold 24,661 Booz Allen Hamilton shares in Q1 2026, an estimated $2.08M.
  • Booz Allen Hamilton made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2777 holding.
  • LPL Financial first reported a position in Booz Allen Hamilton in Q4 2018 and has held it in 30 quarters since.
  • LPL Financial's Booz Allen Hamilton position peaked at $15M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.