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Medallion Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Medallion Wealth 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
2026
Q1 		$5.85K Hold
75
– – ﹤0.01% 842
2025
Q4 		$6.33K Sell
75
-25
-25% -$2.24K ﹤0.01% 822
2025
Q3 		$9.99K Hold
100
– – ﹤0.01% 750
2025
Q2 		$10.7K Hold
100
– – ﹤0.01% 727
2025
Q1 		$10.7K Hold
100
– – ﹤0.01% 674
2024
Q4 		$12.9K Buy
+100
New +$15.5K 0.01% 628

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

Medallion Wealth Advisors's BAH Position: Q1 2026 in Review

Medallion Wealth Advisors held its Booz Allen Hamilton (BAH) position steady in Q1 2026 at 75 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Medallion Wealth Advisors first reported a position in BAH in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9K in Q4 2024. 554 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Medallion Wealth Advisors held 75 shares of Booz Allen Hamilton worth $5.85K as of Q1 2026.
  • Medallion Wealth Advisors left its Booz Allen Hamilton share count unchanged in Q1 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #842 holding.
  • Medallion Wealth Advisors first reported a position in Booz Allen Hamilton in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Booz Allen Hamilton position peaked at $12.9K in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.