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Wallace Advisory Group’s Booz Allen Hamilton BAH Stock Holding History

Wallace Advisory Group’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
2025
Q4 		– Sell
-3,449
Closed -$359K – 130
2025
Q3 		$359K Sell
3,449
-444
-11% -$47.5K 0.29% 107
2025
Q2 		$407K Buy
3,893
+78
+2% +$8.74K 0.3% 107
2025
Q1 		$491K Buy
3,815
+449
+13% +$54.1K 0.34% 86
2024
Q4 		$548K Buy
3,366
+1,744
+108% +$271K 0.38% 72
2024
Q3 		$250K Hold
1,622
– – 0.18% 145
2024
Q2 		$250K Sell
1,622
-111
-6% -$16.6K 0.18% 147
2024
Q1 		$222K Sell
1,733
-420
-20% -$59.1K 0.17% 151
2023
Q4 		$235K Sell
2,153
-76
-3% -$9.47K 0.18% 136
2023
Q3 		$249K Buy
+2,229
New +$256K 0.18% 138
2023
Q1 		– Sell
-1,994
Closed -$208K – 176
2022
Q4 		$208K Buy
+1,994
New +$207K 0.16% 143

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wallace Advisory Group's BAH Position: Q4 2025 in Review

Wallace Advisory Group sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 3,449 shares — an estimated $359K sold.

Wallace Advisory Group first reported a position in BAH in Q4 2022 and held it in 10 quarters. The position peaked at $548K in Q4 2024. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Wallace Advisory Group reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 3,449 Booz Allen Hamilton shares in Q4 2025, an estimated $359K.
  • Wallace Advisory Group first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 10 quarters.
  • Wallace Advisory Group's Booz Allen Hamilton position peaked at $548K in Q4 2024.
  • 628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.