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Wambolt & Associates’s Booz Allen Hamilton BAH Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-1,823
Closed -$235K – 171
2024
Q4 		$235K Buy
1,823
+368
+25% +$57.2K 0.08% 172
2024
Q3 		$238K Buy
+1,455
New +$223K 0.07% 181

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wambolt & Associates's BAH Position: Q1 2025 in Review

Wambolt & Associates sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 1,823 shares — an estimated $235K sold.

Wambolt & Associates first reported a position in BAH in Q3 2024 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Wambolt & Associates reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Wambolt & Associates sold 1,823 Booz Allen Hamilton shares in Q1 2025, an estimated $235K.
  • Wambolt & Associates first reported a position in Booz Allen Hamilton in Q3 2024 and held it in 2 quarters.
  • Wambolt & Associates's Booz Allen Hamilton position peaked at $238K in Q3 2024.
  • 727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Wambolt & Associates's 13F filing for Q1 2025, filed 12 May 2025.