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Private Wealth Management Group’s Booz Allen Hamilton BAH Stock Holding History

Private Wealth Management Group’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 		$5.58K Buy
92
+55
+149% +$4.2K ﹤0.01% 808
2026
Q1 		$2.89K Sell
37
-1
-3% -$84 ﹤0.01% 962
2025
Q4 		$3.21K Sell
38
-19
-33% -$1.7K ﹤0.01% 926
2025
Q3 		$5.7K Buy
57
+45
+375% +$4.81K ﹤0.01% 743
2025
Q2 		$1.25K Sell
12
-87
-88% -$9.74K ﹤0.01% 1207
2025
Q1 		$10.4K Buy
99
+28
+39% +$3.38K ﹤0.01% 457
2024
Q4 		$9.14K Buy
71
+44
+163% +$6.83K ﹤0.01% 506
2024
Q3 		$4.39K Sell
27
-36
-57% -$5.51K ﹤0.01% 781
2024
Q2 		$9.7K Buy
63
+36
+133% +$5.4K ﹤0.01% 448
2024
Q1 		$4.01K Hold
27
– – ﹤0.01% 697
2023
Q4 		$3.45K Buy
+27
New +$3.37K ﹤0.01% 750

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

Private Wealth Management Group's BAH Position: Q2 2026 in Review

Private Wealth Management Group increased its Booz Allen Hamilton (BAH) stake by 149% in Q2 2026, buying an estimated $4.2K and bringing the position to 92 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Private Wealth Management Group first reported a position in BAH in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4K in Q1 2025. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Private Wealth Management Group held 92 shares of Booz Allen Hamilton worth $5.58K as of Q2 2026.
  • Private Wealth Management Group bought 55 Booz Allen Hamilton shares in Q2 2026, an estimated $4.2K.
  • Booz Allen Hamilton made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #808 holding.
  • Private Wealth Management Group first reported a position in Booz Allen Hamilton in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Booz Allen Hamilton position peaked at $10.4K in Q1 2025.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.