Tilia Fiduciary Partners’s Booz Allen Hamilton BAH Stock Holding History

Tilia Fiduciary Partners’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	$2.22M	Buy	28,420 +2,499	+10%	+$211K	1.22%	33
2025 Q4	$2.19M	Buy	25,921 +1,971	+8%	+$176K	1.21%	35
2025 Q3	$2.39M	Buy	23,950 +943	+4%	+$101K	1.38%	26
2025 Q2	$2.4M	Buy	23,007 +887	+4%	+$99.3K	1.46%	27
2025 Q1	$2.31M	Buy	22,120 +1,103	+5%	+$133K	1.54%	20
2024 Q4	$2.7M	Buy	21,017 +690	+3%	+$107K	1.85%	14
2024 Q3	$3.31M	Buy	20,327 +548	+3%	+$83.9K	2.29%	6
2024 Q2	$3.04M	Buy	19,779 +846	+4%	+$127K	2.38%	5
2024 Q1	$2.81M	Buy	18,933 +692	+4%	+$97.4K	2.28%	6
2023 Q4	$2.33M	Buy	18,241 +344	+2%	+$42.9K	2.17%	7
2023 Q3	$1.96M	Buy	17,897 +800	+5%	+$92K	2.04%	8
2023 Q2	$1.91M	Buy	17,097 +1,303	+8%	+$129K	1.7%	10
2023 Q1	$1.46M	Buy	15,794 +663	+4%	+$62.9K	1.4%	16
2022 Q4	$1.58M	Buy	15,131 +423	+3%	+$44K	1.52%	14
2022 Q3	$1.42M	Buy	14,708 +435	+3%	+$41.2K	1.43%	14
2022 Q2	$1.29M	Buy	14,273 +583	+4%	+$49.8K	1.23%	19
2022 Q1	$1.2M	Buy	13,690 +1,073	+9%	+$88.3K	1.02%	28
2021 Q4	$1.07M	Buy	+12,617	New	+$1.06M	0.86%	40

Other funds holding BAH

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tilia Fiduciary Partners's BAH Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Booz Allen Hamilton (BAH) stake by 9.6% in Q1 2026, buying an estimated $211K and bringing the position to 28,420 shares worth $2.22M. The position accounts for 1.22% of the portfolio, ranked #33.

Tilia Fiduciary Partners first reported a position in BAH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.31M in Q3 2024. 554 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Tilia Fiduciary Partners held 28,420 shares of Booz Allen Hamilton worth $2.22M as of Q1 2026.
Tilia Fiduciary Partners bought 2,499 Booz Allen Hamilton shares in Q1 2026, an estimated $211K.
Booz Allen Hamilton made up 1.22% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #33 holding.
Tilia Fiduciary Partners first reported a position in Booz Allen Hamilton in Q4 2021 and has held it in 18 quarters since.
Tilia Fiduciary Partners's Booz Allen Hamilton position peaked at $3.31M in Q3 2024.
554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.