Trajan Wealth’s Booz Allen Hamilton BAH Stock Holding History

Trajan Wealth’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	$341K	Buy	4,370 +1,017	+30%	+$85.7K	0.01%	121
2025 Q4	$283K	Sell	3,353 -164	-5%	-$14.7K	0.01%	131
2025 Q3	$352K	Buy	3,517 +603	+21%	+$64.5K	0.02%	127
2025 Q2	$303K	Sell	2,914 -256	-8%	-$28.7K	0.01%	122
2025 Q1	$332K	Buy	3,170 +1,491	+89%	+$180K	0.02%	124
2024 Q4	$216K	Buy	1,679 +92	+6%	+$14.3K	0.01%	160
2024 Q3	$258K	Buy	1,587 +31	+2%	+$4.75K	0.02%	140
2024 Q2	$239K	Sell	1,556 -106	-6%	-$15.9K	0.02%	141
2024 Q1	$247K	Buy	+1,662	New	+$234K	0.02%	148

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

Trajan Wealth's BAH Position: Q1 2026 in Review

Trajan Wealth increased its Booz Allen Hamilton (BAH) stake by 30% in Q1 2026, buying an estimated $85.7K and bringing the position to 4,370 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #121.

Trajan Wealth first reported a position in BAH in Q1 2024 and has held it in 9 quarters since. The position peaked at $352K in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Trajan Wealth held 4,370 shares of Booz Allen Hamilton worth $341K as of Q1 2026.
Trajan Wealth bought 1,017 Booz Allen Hamilton shares in Q1 2026, an estimated $85.7K.
Booz Allen Hamilton made up 0.01% of Trajan Wealth's portfolio in Q1 2026, its #121 holding.
Trajan Wealth first reported a position in Booz Allen Hamilton in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's Booz Allen Hamilton position peaked at $352K in Q3 2025.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.