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Montag & Associates’s Booz Allen Hamilton BAH Stock Holding History

Montag & Associates’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
Q4 		– Sell
-125
Closed -$12.5K – 975
2025
Q3 		$12.5K Buy
125
+25
+25% +$2.67K ﹤0.01% 736
2025
Q2 		$10.4K Hold
100
– – ﹤0.01% 743
2025
Q1 		$10.5K Sell
100
-12
-11% -$1.45K ﹤0.01% 782
2024
Q4 		$14.4K Hold
112
– – ﹤0.01% 743
2024
Q3 		$18.2K Hold
112
– – ﹤0.01% 737
2024
Q2 		$17.2K Hold
112
– – ﹤0.01% 721
2024
Q1 		$16.6K Hold
112
– – ﹤0.01% 712
2023
Q4 		$14.3K Buy
112
+12
+12% +$1.5K ﹤0.01% 731
2023
Q3 		$10.9K Sell
100
-89
-47% -$10.2K ﹤0.01% 725
2023
Q2 		$21.1K Hold
189
– – ﹤0.01% 671
2023
Q1 		$17.5K Hold
189
– – ﹤0.01% 685
2022
Q4 		$19.8K Buy
189
+89
+89% +$9.25K ﹤0.01% 660
2022
Q3 		$9K Hold
100
– – ﹤0.01% 735
2022
Q2 		$9K Hold
100
– – ﹤0.01% 699
2022
Q1 		$9K Hold
100
– – ﹤0.01% 725
2021
Q4 		$8K Hold
100
– – ﹤0.01% 741
2021
Q3 		$8K Hold
100
– – ﹤0.01% 739
2021
Q2 		$9K Hold
100
– – ﹤0.01% 730
2021
Q1 		$8K Buy
+100
New +$8.39K ﹤0.01% 739

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's BAH Position: Q4 2025 in Review

Montag & Associates sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 125 shares — an estimated $12.5K sold.

Montag & Associates first reported a position in BAH in Q1 2021 and held it in 19 quarters. The position peaked at $21.1K in Q2 2023. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Montag & Associates reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 125 Booz Allen Hamilton shares in Q4 2025, an estimated $12.5K.
  • Montag & Associates first reported a position in Booz Allen Hamilton in Q1 2021 and held it in 19 quarters.
  • Montag & Associates's Booz Allen Hamilton position peaked at $21.1K in Q2 2023.
  • 629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.