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Mount Yale Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Mount Yale Investment 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 		$482K Sell
6,182
-1,583
-20% -$133K 0.01% 732
2025
Q4 		$655K Sell
7,765
-642
-8% -$57.5K 0.03% 394
2025
Q3 		$840K Sell
8,407
-13,446
-62% -$1.44M 0.06% 315
2025
Q2 		$2.28M Sell
21,853
-2,372
-10% -$266K 0.18% 117
2025
Q1 		$2.53M Buy
24,225
+3,582
+17% +$432K 0.22% 99
2024
Q4 		$2.66M Sell
20,643
-1,086
-5% -$169K 0.21% 96
2024
Q3 		$3.54M Buy
21,729
+1,303
+6% +$200K 0.34% 68
2024
Q2 		$3.14M Sell
20,426
-483
-2% -$72.4K 0.25% 82
2024
Q1 		$3.1M Sell
20,909
-811
-4% -$114K 0.24% 93
2023
Q4 		$2.78M Sell
21,720
-1,530
-7% -$191K 0.26% 91
2023
Q3 		$2.54M Sell
23,250
-127
-0.5% -$14.6K 0.28% 83
2023
Q2 		$2.61M Sell
23,377
-161
-0.7% -$15.9K 0.28% 83
2023
Q1 		$2.18M Sell
23,538
-2,943
-11% -$279K 0.25% 99
2022
Q4 		$2.77M Sell
26,481
-1,492
-5% -$155K 0.31% 81
2022
Q3 		$2.58M Sell
27,973
-351
-1% -$33.3K 0.34% 71
2022
Q2 		$2.56M Buy
28,324
+311
+1% +$26.5K 0.32% 71
2022
Q1 		$2.46M Buy
28,013
+3,644
+15% +$300K 0.27% 84
2021
Q4 		$2.07M Buy
24,369
+3,147
+15% +$265K 0.21% 111
2021
Q3 		$1.68M Buy
21,222
+6,303
+42% +$527K 0.19% 121
2021
Q2 		$1.27M Buy
14,919
+109
+0.7% +$9.21K 0.15% 139
2021
Q1 		$1.19M Buy
14,810
+397
+3% +$33.3K 0.16% 135
2020
Q4 		$1.26M Buy
14,413
+100
+0.7% +$8.5K 0.18% 129
2020
Q3 		$1.19M Sell
14,313
-9,067
-39% -$742K 0.17% 134
2020
Q2 		$1.82M Buy
23,380
+16,521
+241% +$1.25M 0.33% 77
2020
Q1 		$471K Buy
6,859
+755
+12% +$55.6K 0.11% 179
2019
Q4 		$476K Buy
6,104
+61
+1% +$4.34K 0.08% 211
2019
Q3 		$437K Buy
+6,043
New +$428K 0.08% 216

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

Mount Yale Investment Advisors's BAH Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Booz Allen Hamilton (BAH) stake by 20% in Q1 2026, selling an estimated $133K and leaving 6,182 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #732.

Mount Yale Investment Advisors first reported a position in BAH in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.54M in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Mount Yale Investment Advisors held 6,182 shares of Booz Allen Hamilton worth $482K as of Q1 2026.
  • Mount Yale Investment Advisors sold 1,583 Booz Allen Hamilton shares in Q1 2026, an estimated $133K.
  • Booz Allen Hamilton made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #732 holding.
  • Mount Yale Investment Advisors first reported a position in Booz Allen Hamilton in Q3 2019 and has held it in 27 quarters since.
  • Mount Yale Investment Advisors's Booz Allen Hamilton position peaked at $3.54M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.