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TPWM
Twelve Points Wealth Management’s
Booz Allen Hamilton
BAH
Stock Holding History
Twelve Points Wealth Management’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
$387K
Buy
4,954
+862
+21%
+$72.7K
0.09%
145
2025
Q4
$394K
Sell
4,092
-4,729
-54%
-$423K
0.09%
140
2025
Q3
$882K
Sell
8,821
-907
-9%
-$97K
0.22%
105
2025
Q2
$1.01M
Buy
9,728
+584
+6%
+$65.4K
0.27%
93
2025
Q1
$956K
Buy
9,144
+1,324
+17%
+$160K
0.26%
95
2024
Q4
$1.01M
Buy
7,820
+862
+12%
+$134K
0.29%
85
2024
Q3
$1.13M
Buy
6,958
+427
+7%
+$65.4K
0.36%
67
2024
Q2
$1.01M
Buy
6,531
+298
+5%
+$44.7K
0.35%
72
2024
Q1
$925K
Buy
6,233
+20
+0.3%
+$2.82K
0.34%
71
2023
Q4
$795K
Buy
6,213
+169
+3%
+$21.1K
0.38%
75
2023
Q3
$660K
Buy
6,044
+284
+5%
+$32.6K
0.33%
84
2023
Q2
$643K
Buy
5,760
+377
+7%
+$37.3K
0.34%
82
2023
Q1
$499K
Buy
5,383
+546
+11%
+$51.8K
0.29%
101
2022
Q4
$506K
Buy
4,837
+39
+0.8%
+$4.05K
0.34%
90
2022
Q3
$443K
Buy
4,798
+466
+11%
+$44.2K
0.34%
97
2022
Q2
$391K
Buy
4,332
+916
+27%
+$78.2K
0.3%
116
2022
Q1
$300K
Buy
3,416
+876
+34%
+$72.1K
0.22%
139
2021
Q4
$215K
Buy
+2,540
New
+$214K
0.17%
157
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$865B AUM
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1-Year Est. Return
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$145B AUM
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1-Year Est. Return
VCM
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$4.04T AUM
Primecap Management
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$127B AUM
44.11%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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