ViaWealth’s Booz Allen Hamilton BAH Stock Holding History

ViaWealth’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	$303K	Buy	3,883 +63	+2%	+$5.31K	0.17%	134
2025 Q4	$322K	Sell	3,820 -1,863	-33%	-$167K	0.18%	121
2025 Q3	$568K	Buy	5,683 +272	+5%	+$29.1K	0.31%	92
2025 Q2	$563K	Sell	5,411 -146	-3%	-$16.4K	0.33%	92
2025 Q1	$581K	Sell	5,557 -671	-11%	-$80.9K	0.36%	87
2024 Q4	$802K	Sell	6,228 -541	-8%	-$84K	0.48%	63
2024 Q3	$1.1M	Sell	6,769 -915	-12%	-$140K	0.64%	43
2024 Q2	$1.18M	Sell	7,684 -81	-1%	-$12.1K	0.73%	37
2024 Q1	$1.15M	Hold	7,765	–	–	0.72%	37
2023 Q4	$993K	Sell	7,765 -20	-0.3%	-$2.49K	0.68%	37
2023 Q3	$851K	Sell	7,785 -21	-0.3%	-$2.41K	0.62%	47
2023 Q2	$871K	Hold	7,806	–	–	0.65%	41
2023 Q1	$724K	Hold	7,806	–	–	0.57%	58
2022 Q4	$755K	Buy	+7,806	New	+$811K	0.62%	53

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

ViaWealth's BAH Position: Q1 2026 in Review

ViaWealth increased its Booz Allen Hamilton (BAH) stake by 1.6% in Q1 2026, buying an estimated $5.31K and bringing the position to 3,883 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #134.

ViaWealth first reported a position in BAH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q2 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

ViaWealth held 3,883 shares of Booz Allen Hamilton worth $303K as of Q1 2026.
ViaWealth bought 63 Booz Allen Hamilton shares in Q1 2026, an estimated $5.31K.
Booz Allen Hamilton made up 0.17% of ViaWealth's portfolio in Q1 2026, its #134 holding.
ViaWealth first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Booz Allen Hamilton position peaked at $1.18M in Q2 2024.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.