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Pinnacle Wealth Planning Services’s Booz Allen Hamilton BAH Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.73K Sell
35
-2
-5% -$169 ﹤0.01% 2389
2025
Q4 		$3.12K Buy
+37
New +$3.31K ﹤0.01% 2390
2021
Q1 		– Sell
-83
Closed -$7K – 496
2020
Q4 		$7K Buy
+83
New +$7.06K ﹤0.01% 1503

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

Pinnacle Wealth Planning Services's BAH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Booz Allen Hamilton (BAH) stake by 5.4% in Q1 2026, selling an estimated $169 and leaving 35 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Pinnacle Wealth Planning Services first reported a position in BAH in Q4 2020 and has held it in 3 quarters since. The position peaked at $7K in Q4 2020. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 35 shares of Booz Allen Hamilton worth $2.73K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 2 Booz Allen Hamilton shares in Q1 2026, an estimated $169.
  • Booz Allen Hamilton made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2389 holding.
  • Pinnacle Wealth Planning Services first reported a position in Booz Allen Hamilton in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Booz Allen Hamilton position peaked at $7K in Q4 2020.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.