SWM
BAH icon

Spire Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Spire Wealth Management’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 		$2K Hold
33
– – ﹤0.01% 2013
2026
Q1 		$2.61K Buy
33
+14
+74% +$1.18K ﹤0.01% 1989
2025
Q4 		$1.61K Sell
19
-17
-47% -$1.52K ﹤0.01% 2136
2025
Q3 		$3.64K Sell
36
-1
-3% -$107 ﹤0.01% 2034
2025
Q2 		$3.9K Sell
37
-171
-82% -$19.2K ﹤0.01% 2019
2025
Q1 		$21.8K Buy
208
+17
+9% +$2.05K ﹤0.01% 1583
2024
Q4 		$24.6K Buy
191
+4
+2% +$621 ﹤0.01% 1551
2024
Q3 		$30.5K Sell
187
-277
-60% -$42.4K ﹤0.01% 1302
2024
Q2 		$71.4K Sell
464
-192
-29% -$28.8K ﹤0.01% 1000
2024
Q1 		$97.4K Buy
656
+100
+18% +$14.1K ﹤0.01% 997
2023
Q4 		$70.9K Buy
556
+40
+8% +$4.99K ﹤0.01% 1091
2023
Q3 		$56.4K Hold
516
– – ﹤0.01% 1133
2023
Q2 		$57.6K Buy
516
+5
+1% +$494 ﹤0.01% 1146
2023
Q1 		$47.4K Buy
511
+181
+55% +$17.2K ﹤0.01% 1225
2022
Q4 		$35K Sell
330
-6
-2% -$624 ﹤0.01% 1116
2022
Q3 		$31K Sell
336
-883
-72% -$83.7K ﹤0.01% 1127
2022
Q2 		$110K Buy
1,219
+510
+72% +$43.5K ﹤0.01% 999
2022
Q1 		$62K Buy
709
+29
+4% +$2.39K ﹤0.01% 1361
2021
Q4 		$58K Buy
680
+157
+30% +$13.2K ﹤0.01% 1641
2021
Q3 		$42K Buy
523
+102
+24% +$8.53K ﹤0.01% 1543
2021
Q2 		$36K Sell
421
-144
-25% -$12.2K ﹤0.01% 1620
2021
Q1 		$45K Buy
+565
New +$47.4K ﹤0.01% 1769

Other funds holding BAH

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Spire Wealth Management's BAH Position: Q2 2026 in Review

Spire Wealth Management held its Booz Allen Hamilton (BAH) position steady in Q2 2026 at 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Spire Wealth Management first reported a position in BAH in Q1 2021 and has held it in 22 quarters since. The position peaked at $110K in Q2 2022. 56 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Spire Wealth Management held 33 shares of Booz Allen Hamilton worth $2K as of Q2 2026.
  • Spire Wealth Management left its Booz Allen Hamilton share count unchanged in Q2 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2013 holding.
  • Spire Wealth Management first reported a position in Booz Allen Hamilton in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Booz Allen Hamilton position peaked at $110K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.