Sowell Financial Services’s Booz Allen Hamilton BAH Stock Holding History

Sowell Financial 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
2025 Q3	–	Sell	-4,639	Closed	-$483K	–	1078
2025 Q2	$483K	Sell	4,639 -690	-13%	-$77.3K	0.02%	618
2025 Q1	$557K	Buy	+5,329	New	+$642K	0.03%	555
2021 Q2	–	Sell	-3,575	Closed	-$301K	–	719
2021 Q1	$301K	Buy	3,575 +2,080	+139%	+$175K	0.01%	845
2020 Q4	$130K	Buy	1,495 +107	+8%	+$9.1K	0.01%	1049
2020 Q3	$115K	Sell	1,388 -2,618	-65%	-$214K	0.01%	925
2020 Q2	$312K	Buy	4,006 +3,426	+591%	+$259K	0.02%	582
2020 Q1	$40K	Buy	580 +320	+123%	+$23.6K	﹤0.01%	1124
2019 Q4	$18K	Buy	260 +48	+23%	+$3.42K	﹤0.01%	1464
2019 Q3	$15K	Buy	+212	New	+$15K	﹤0.01%	1380

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's BAH Position: Q3 2025 in Review

Sowell Financial Services sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 4,639 shares — an estimated $483K sold.

Sowell Financial Services first reported a position in BAH in Q3 2019 and held it in 9 quarters. The position peaked at $557K in Q1 2025. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

Sowell Financial Services reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
Sowell Financial Services sold 4,639 Booz Allen Hamilton shares in Q3 2025, an estimated $483K.
Sowell Financial Services first reported a position in Booz Allen Hamilton in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's Booz Allen Hamilton position peaked at $557K in Q1 2025.
715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.