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Summit Securities Group’s Booz Allen Hamilton BAH Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-614
Closed -$63.9K – 1035
2025
Q2 		$63.9K Buy
+614
New +$68.8K 0.01% 466
2025
Q1 		– Sell
-100
Closed -$12.9K – 801
2024
Q4 		$12.9K Buy
+100
New +$15.5K ﹤0.01% 420
2023
Q2 		– Sell
-1
Closed – – 879
2023
Q1 		$0 Sell
1
-2,872
-100% -$272K ﹤0.01% 820
2022
Q4 		$300K Buy
+2,873
New +$299K 0.01% 391

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's BAH Position: Q3 2025 in Review

Summit Securities Group sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 614 shares — an estimated $63.9K sold.

Summit Securities Group first reported a position in BAH in Q4 2022 and held it in 4 quarters. The position peaked at $300K in Q4 2022. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Summit Securities Group reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 614 Booz Allen Hamilton shares in Q3 2025, an estimated $63.9K.
  • Summit Securities Group first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 4 quarters.
  • Summit Securities Group's Booz Allen Hamilton position peaked at $300K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.