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Summit Trail Advisors’s Booz Allen Hamilton BAH Stock Holding History

Summit Trail Advisors’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 		$1.98M Buy
25,331
+72
+0.3% +$6.07K 0.03% 535
2025
Q4 		$2.13M Buy
25,259
+4,009
+19% +$359K 0.04% 371
2025
Q3 		$2.12M Buy
21,250
+18,303
+621% +$1.96M 0.03% 416
2025
Q2 		$307K Buy
+2,947
New +$330K 0.01% 909
2024
Q4 		– Sell
-2,471
Closed -$402K – 437
2024
Q3 		$402K Sell
2,471
-52
-2% -$7.96K 0.01% 455
2024
Q2 		$388K Sell
2,523
-361
-13% -$54.1K 0.01% 424
2024
Q1 		$428K Buy
2,884
+46
+2% +$6.48K 0.01% 372
2023
Q4 		$363K Buy
2,838
+13
+0.5% +$1.62K 0.01% 351
2023
Q3 		$309K Buy
2,825
+75
+3% +$8.62K 0.01% 369
2023
Q2 		$307K Sell
2,750
-188
-6% -$18.6K 0.01% 367
2023
Q1 		$272K Buy
2,938
+14
+0.5% +$1.33K 0.01% 337
2022
Q4 		$306K Buy
2,924
+23
+0.8% +$2.39K 0.01% 281
2022
Q3 		$268K Sell
2,901
-357
-11% -$33.8K 0.01% 281
2022
Q2 		$294K Buy
+3,258
New +$278K 0.02% 276
2018
Q1 		– Sell
-81
Closed -$3K – 541
2017
Q4 		$3K Buy
+81
New +$3.06K ﹤0.01% 1526

Other funds holding BAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Summit Trail Advisors's BAH Position: Q1 2026 in Review

Summit Trail Advisors increased its Booz Allen Hamilton (BAH) stake by 0.29% in Q1 2026, buying an estimated $6.07K and bringing the position to 25,331 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #535.

Summit Trail Advisors first reported a position in BAH in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.13M in Q4 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Summit Trail Advisors held 25,331 shares of Booz Allen Hamilton worth $1.98M as of Q1 2026.
  • Summit Trail Advisors bought 72 Booz Allen Hamilton shares in Q1 2026, an estimated $6.07K.
  • Booz Allen Hamilton made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #535 holding.
  • Summit Trail Advisors first reported a position in Booz Allen Hamilton in Q4 2017 and has held it in 15 quarters since.
  • Summit Trail Advisors's Booz Allen Hamilton position peaked at $2.13M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.