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OLIO Financial Planning’s Booz Allen Hamilton BAH Stock Holding History

OLIO Financial Planning’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
Q2 		$495K Hold
8,160
– – 0.12% 38
2026
Q1 		$637K Buy
8,160
+1,419
+21% +$120K 0.18% 30
2025
Q4 		$569K Sell
6,741
-312
-4% -$27.9K 0.16% 36
2025
Q3 		$705K Hold
7,053
– – 0.21% 29
2025
Q2 		$734K Sell
7,053
-4,281
-38% -$479K 0.23% 28
2025
Q1 		$1.19M Hold
11,334
– – 0.41% 21
2024
Q4 		$1.46M Sell
11,334
-2,642
-19% -$410K 0.51% 22
2024
Q3 		$1.78M Hold
13,976
– – 0.75% 20
2024
Q2 		$1.78M Hold
13,976
– – 0.75% 20
2024
Q1 		$1.78M Hold
13,976
– – 0.75% 20
2023
Q4 		$1.78M Sell
13,976
-41
-0.3% -$5.11K 0.74% 20
2023
Q3 		$1.53M Buy
14,017
+100
+0.7% +$11.5K 0.72% 22
2023
Q2 		$1.55M Sell
13,917
-2,739
-16% -$271K 0.74% 20
2023
Q1 		$1.54M Sell
16,656
-1,746
-9% -$166K 0.8% 19
2022
Q4 		$1.92M Buy
18,402
+5,370
+41% +$558K 1.05% 17
2022
Q3 		$1.2M Sell
13,032
-3,079
-19% -$292K 0.71% 21
2022
Q2 		$1.46M Sell
16,111
-2,763
-15% -$236K 0.82% 21
2022
Q1 		$1.66M Buy
18,874
+2,031
+12% +$167K 0.95% 17
2021
Q4 		$1.43M Buy
+16,843
New +$1.42M 0.85% 15

Other funds holding BAH

FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

OLIO Financial Planning's BAH Position: Q2 2026 in Review

OLIO Financial Planning held its Booz Allen Hamilton (BAH) position steady in Q2 2026 at 8,160 shares worth $495K. The position accounts for 0.12% of the portfolio, ranked #38.

OLIO Financial Planning first reported a position in BAH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2022. 62 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • OLIO Financial Planning held 8,160 shares of Booz Allen Hamilton worth $495K as of Q2 2026.
  • OLIO Financial Planning left its Booz Allen Hamilton share count unchanged in Q2 2026.
  • Booz Allen Hamilton made up 0.12% of OLIO Financial Planning's portfolio in Q2 2026, its #38 holding.
  • OLIO Financial Planning first reported a position in Booz Allen Hamilton in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Booz Allen Hamilton position peaked at $1.92M in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.