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 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 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

WBI Investments's BAH Position: Q1 2026 in Review

WBI Investments opened a new position in Booz Allen Hamilton (BAH) in Q1 2026: 4,760 shares worth $371K. The stake represents 0.1% of the portfolio and ranks #218 among its holdings. This is a return to the name: WBI Investments previously reported a position in BAH as recently as Q2 2023.

WBI Investments first reported a position in BAH in Q4 2016 and has held it in 12 quarters since. The position peaked at $15.4M in Q1 2018. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

WBI Investments held 4,760 shares of Booz Allen Hamilton worth $371K as of Q1 2026.
Booz Allen Hamilton was a new WBI Investments position in Q1 2026.
Booz Allen Hamilton made up 0.1% of WBI Investments's portfolio in Q1 2026, its #218 holding.
WBI Investments first reported a position in Booz Allen Hamilton in Q4 2016 and has held it in 12 quarters since.
WBI Investments's Booz Allen Hamilton position peaked at $15.4M in Q1 2018.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

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