Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Booz Allen Hamilton BAH Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		– Sell
-287,922
Closed -$24.3M – 1053
2025
Q4 		$24.3M Buy
287,922
+22,105
+8% +$1.98M 0.01% 617
2025
Q3 		$26.6M Sell
265,817
-6,554
-2% -$701K 0.02% 615
2025
Q2 		$28.4M Buy
272,371
+2,802
+1% +$314K 0.02% 595
2025
Q1 		$28.2M Buy
269,569
+2,387
+0.9% +$288K 0.02% 585
2024
Q4 		$34.4M Buy
267,182
+8,301
+3% +$1.29M 0.02% 547
2024
Q3 		$42.1M Sell
258,881
-23,691
-8% -$3.63M 0.03% 490
2024
Q2 		$43.5M Sell
282,572
-12,875
-4% -$1.93M 0.03% 457
2024
Q1 		$43.9M Buy
295,447
+18,815
+7% +$2.65M 0.03% 526
2023
Q4 		$35.4M Sell
276,632
-2,291
-0.8% -$286K 0.03% 578
2023
Q3 		$30.5M Sell
278,923
-8,223
-3% -$945K 0.03% 590
2023
Q2 		$32M Sell
287,146
-89,283
-24% -$8.83M 0.03% 594
2023
Q1 		$34.9M Buy
376,429
+24,426
+7% +$2.32M 0.03% 590
2022
Q4 		$36.8M Sell
352,003
-9,542
-3% -$992K 0.03% 577
2022
Q3 		$33.4M Sell
361,545
-3,570
-1% -$338K 0.03% 594
2022
Q2 		$33M Sell
365,115
-15,796
-4% -$1.35M 0.03% 624
2022
Q1 		$33.5M Sell
380,911
-6,028
-2% -$496K 0.02% 638
2021
Q4 		$32.8M Buy
386,939
+10,404
+3% +$877K 0.02% 640
2021
Q3 		$29.9M Sell
376,535
-20,849
-5% -$1.74M 0.02% 656
2021
Q2 		$33.8M Sell
397,384
-81,718
-17% -$6.91M 0.02% 644
2021
Q1 		$38.6M Sell
479,102
-50,040
-9% -$4.2M 0.02% 609
2020
Q4 		$46.1M Sell
529,142
-56,313
-10% -$4.79M 0.03% 562
2020
Q3 		$48.6M Sell
585,455
-109,050
-16% -$8.93M 0.03% 493
2020
Q2 		$54M Sell
694,505
-299,836
-30% -$22.7M 0.04% 471
2020
Q1 		$68.3M Buy
994,341
+397,522
+67% +$29.3M 0.06% 355
2019
Q4 		$42.5M Buy
+596,819
New +$42.5M 0.03% 532

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BAH Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 287,922 shares — an estimated $24.3M sold.

Sumitomo Mitsui Trust Group first reported a position in BAH in Q4 2019 and held it in 25 quarters. The position peaked at $68.3M in Q1 2020. 554 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 287,922 Booz Allen Hamilton shares in Q1 2026, an estimated $24.3M.
  • Sumitomo Mitsui Trust Group first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 25 quarters.
  • Sumitomo Mitsui Trust Group's Booz Allen Hamilton position peaked at $68.3M in Q1 2020.
  • 554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.