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Vaughan David Investments’s Booz Allen Hamilton BAH Stock Holding History

Vaughan David Investments’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
Q2 		$1.15M Sell
19,009
-12,684
-40% -$968K 0.02% 150
2026
Q1 		$2.47M Sell
31,693
-348,937
-92% -$29.4M 0.05% 119
2025
Q4 		$32.1M Sell
380,630
-2,429
-0.6% -$217K 0.7% 75
2025
Q3 		$38.3M Buy
383,059
+25
+0% +$2.67K 0.83% 61
2025
Q2 		$39.9M Buy
383,034
+1,324
+0.3% +$148K 0.89% 57
2025
Q1 		$39.9M Sell
381,710
-18,655
-5% -$2.25M 0.93% 59
2024
Q4 		$51.5M Sell
400,365
-2,080
-0.5% -$323K 1.22% 21
2024
Q3 		$65.5M Sell
402,445
-2,467
-0.6% -$378K 1.51% 10
2024
Q2 		$62.3M Sell
404,912
-3,361
-0.8% -$504K 1.58% 10
2024
Q1 		$60.6M Sell
408,273
-3,461
-0.8% -$487K 1.51% 12
2023
Q4 		$52.7M Sell
411,734
-1,006
-0.2% -$125K 1.44% 9
2023
Q3 		$45.1M Buy
412,740
+866
+0.2% +$99.6K 1.37% 16
2023
Q2 		$46M Buy
411,874
+2,140
+0.5% +$212K 1.34% 17
2023
Q1 		$38M Sell
409,734
-1,030
-0.3% -$97.7K 1.15% 31
2022
Q4 		$42.9M Buy
410,764
+1,389
+0.3% +$144K 1.28% 20
2022
Q3 		$37.8M Buy
409,375
+2,455
+0.6% +$233K 1.27% 21
2022
Q2 		$36.8M Buy
406,920
+7,465
+2% +$637K 1.17% 27
2022
Q1 		$35.1M Buy
399,455
+8,588
+2% +$707K 1.03% 47
2021
Q4 		$33.1M Buy
390,867
+4,897
+1% +$413K 0.97% 51
2021
Q3 		$30.6M Buy
385,970
+105
+0% +$8.78K 0.98% 52
2021
Q2 		$32.9M Buy
385,865
+14,745
+4% +$1.25M 1.03% 43
2021
Q1 		$29.9M Buy
+371,120
New +$31.1M 0.95% 48

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vaughan David Investments's BAH Position: Q2 2026 in Review

Vaughan David Investments reduced its Booz Allen Hamilton (BAH) stake by 40% in Q2 2026, selling an estimated $968K and leaving 19,009 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #150.

Vaughan David Investments first reported a position in BAH in Q1 2021 and has held it in 22 quarters since. The position peaked at $65.5M in Q3 2024. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Vaughan David Investments held 19,009 shares of Booz Allen Hamilton worth $1.15M as of Q2 2026.
  • Vaughan David Investments sold 12,684 Booz Allen Hamilton shares in Q2 2026, an estimated $968K.
  • Booz Allen Hamilton made up 0.02% of Vaughan David Investments's portfolio in Q2 2026, its #150 holding.
  • Vaughan David Investments first reported a position in Booz Allen Hamilton in Q1 2021 and has held it in 22 quarters since.
  • Vaughan David Investments's Booz Allen Hamilton position peaked at $65.5M in Q3 2024.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.