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WBI Investments’s Booz Allen Hamilton BAH Stock Holding History

WBI 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 		– Sell
-4,760
Closed -$371K – 295
2026
Q1 		$371K Buy
+4,760
New +$401K 0.1% 218
2023
Q3 		– Sell
-3,539
Closed -$395K – 187
2023
Q2 		$395K Buy
+3,539
New +$350K 0.07% 154
2023
Q1 		– Sell
-4,532
Closed -$474K – 185
2022
Q4 		$474K Buy
+4,532
New +$471K 0.1% 128
2021
Q1 		– Sell
-49,211
Closed -$4.29M – 182
2020
Q4 		$4.29M Buy
+49,211
New +$4.19M 0.65% 32
2020
Q1 		– Sell
-12,160
Closed -$865K – 100
2019
Q4 		$865K Sell
12,160
-2,862
-19% -$204K 0.09% 134
2019
Q3 		$1.07M Buy
15,022
+4,622
+44% +$327K 0.1% 125
2019
Q2 		$689K Sell
10,400
-8,799
-46% -$541K 0.06% 167
2019
Q1 		$1.12M Buy
+19,199
New +$997K 0.09% 164
2018
Q4 		– Sell
-32,122
Closed -$1.59M – 101
2018
Q3 		$1.59M Buy
+32,122
New +$1.57M 0.09% 176
2018
Q2 		– Sell
-398,066
Closed -$15.4M – 235
2018
Q1 		$15.4M Buy
398,066
+269,993
+211% +$10.4M 0.79% 35
2017
Q4 		$4.88M Buy
+128,073
New +$4.85M 0.23% 85
2017
Q1 		– Sell
-267,917
Closed -$9.66M – 286
2016
Q4 		$9.66M Buy
+267,917
New +$9.08M 0.42% 54

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

WBI Investments's BAH Position: Q2 2026 in Review

WBI Investments sold out of Booz Allen Hamilton (BAH) in Q2 2026, closing a stake of 4,760 shares — an estimated $371K sold.

WBI Investments first reported a position in BAH in Q4 2016 and held it in 12 quarters. The position peaked at $15.4M in Q1 2018. 559 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • WBI Investments reported no remaining Booz Allen Hamilton position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 4,760 Booz Allen Hamilton shares in Q2 2026, an estimated $371K.
  • WBI Investments first reported a position in Booz Allen Hamilton in Q4 2016 and held it in 12 quarters.
  • WBI Investments's Booz Allen Hamilton position peaked at $15.4M in Q1 2018.
  • 559 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

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