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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
Q2 		$3.4K Buy
56
+21
+60% +$1.6K ﹤0.01% 2370
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's BAH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Booz Allen Hamilton (BAH) stake by 60% in Q2 2026, buying an estimated $1.6K and bringing the position to 56 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Pinnacle Wealth Planning Services first reported a position in BAH in Q4 2020 and has held it in 4 quarters since. The position peaked at $7K in Q4 2020. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 56 shares of Booz Allen Hamilton worth $3.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 21 Booz Allen Hamilton shares in Q2 2026, an estimated $1.6K.
  • Booz Allen Hamilton made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2370 holding.
  • Pinnacle Wealth Planning Services first reported a position in Booz Allen Hamilton in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Booz Allen Hamilton position peaked at $7K in Q4 2020.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.