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Lugano Financial Advisors SA (LFA)’s Booz Allen Hamilton BAH Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-48
Closed -$4.05K – 226
2025
Q4 		$4.05K Hold
48
– – ﹤0.01% 233
2025
Q3 		$4.8K Hold
48
– – ﹤0.01% 227
2025
Q2 		$5K Buy
+48
New +$5.38K ﹤0.01% 232

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

Lugano Financial Advisors SA (LFA)'s BAH Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 48 shares — an estimated $4.05K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BAH in Q2 2025 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 48 Booz Allen Hamilton shares in Q1 2026, an estimated $4.05K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Booz Allen Hamilton in Q2 2025 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Booz Allen Hamilton position peaked at $5K in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.