PYA Waltman Capital’s Saic SAIC Stock Holding History

PYA Waltman Capital’s Portfolio SAIC Stock Details SAIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Hold	2,318	–	–	0.06%	65
2025 Q4	$233K	Hold	2,318	–	–	0.06%	71
2025 Q3	$230K	Hold	2,318	–	–	0.06%	75
2025 Q2	$261K	Hold	2,318	–	–	0.08%	70
2025 Q1	$260K	Hold	2,318	–	–	0.08%	65
2024 Q4	$259K	Hold	2,318	–	–	0.08%	66
2024 Q3	$323K	Hold	2,318	–	–	0.11%	61
2024 Q2	$272K	Hold	2,318	–	–	0.1%	60
2024 Q1	$302K	Hold	2,318	–	–	0.11%	59
2023 Q4	$288K	Hold	2,318	–	–	0.12%	58
2023 Q3	$245K	Hold	2,318	–	–	0.1%	57
2023 Q2	$279K	Hold	2,318	–	–	0.12%	56
2023 Q1	$249K	Hold	2,318	–	–	0.12%	57
2022 Q4	$257K	Hold	2,318	–	–	0.14%	54
2022 Q3	$205K	Hold	2,318	–	–	0.12%	52
2022 Q2	$216K	Hold	2,318	–	–	0.12%	41
2022 Q1	$214K	Hold	2,318	–	–	0.11%	42
2021 Q4	$194K	Buy	+2,318	New	+$201K	0.1%	42
2021 Q3	–	Sell	-2,318	Closed	-$203K	–	40
2021 Q2	$203K	Buy	+2,318	New	+$207K	0.11%	37
2021 Q1	–	Sell	-2,318	Closed	-$219K	–	49
2020 Q4	$219K	Buy	+2,318	New	+$204K	0.13%	38
2020 Q1	–	Sell	-2,318	Closed	-$202K	–	37
2019 Q4	$202K	Buy	+2,318	New	+$194K	0.18%	30

Other funds holding SAIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PYA Waltman Capital's SAIC Position: Q1 2026 in Review

PYA Waltman Capital held its Saic (SAIC) position steady in Q1 2026 at 2,318 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #65.

PYA Waltman Capital first reported a position in SAIC in Q4 2019 and has held it in 21 quarters since. The position peaked at $323K in Q3 2024. 419 funds tracked by Wall St. Rank hold SAIC as of Q1 2026.

PYA Waltman Capital held 2,318 shares of Saic worth $220K as of Q1 2026.
PYA Waltman Capital left its Saic share count unchanged in Q1 2026.
Saic made up 0.06% of PYA Waltman Capital's portfolio in Q1 2026, its #65 holding.
PYA Waltman Capital first reported a position in Saic in Q4 2019 and has held it in 21 quarters since.
PYA Waltman Capital's Saic position peaked at $323K in Q3 2024.
419 funds tracked by Wall St. Rank held Saic as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.