West Branch Capital’s Booz Allen Hamilton BAH Stock Holding History

West Branch Capital’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	-285	Closed	-$28.5K	–	421
2025 Q3	$28.5K	Buy	285 +105	+58%	+$11.2K	0.01%	176
2025 Q2	$18.7K	Hold	180	–	–	0.01%	211
2025 Q1	$18.8K	Hold	180	–	–	0.01%	230
2024 Q4	$23.2K	Hold	180	–	–	0.01%	210
2024 Q3	$29.3K	Hold	180	–	–	0.01%	196
2024 Q2	$27.7K	Hold	180	–	–	0.01%	199
2024 Q1	$26.7K	Hold	180	–	–	0.01%	209
2023 Q4	$23K	Hold	180	–	–	0.01%	210
2023 Q3	$19.7K	Hold	180	–	–	0.01%	222
2023 Q2	$20.1K	Hold	180	–	–	0.01%	231
2023 Q1	$16.7K	Hold	180	–	–	0.01%	247
2022 Q4	$18.8K	Hold	180	–	–	0.01%	230
2022 Q3	$17K	Hold	180	–	–	0.01%	238
2022 Q2	$16K	Hold	180	–	–	0.01%	240
2022 Q1	$16K	Hold	180	–	–	0.01%	260
2021 Q4	$15K	Hold	180	–	–	0.01%	286
2021 Q3	$14K	Hold	180	–	–	0.01%	272
2021 Q2	$15K	Buy	+180	New	+$15.2K	0.01%	278

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's BAH Position: Q4 2025 in Review

West Branch Capital sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 285 shares — an estimated $28.5K sold.

West Branch Capital first reported a position in BAH in Q2 2021 and held it in 18 quarters. The position peaked at $29.3K in Q3 2024. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

West Branch Capital reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 285 Booz Allen Hamilton shares in Q4 2025, an estimated $28.5K.
West Branch Capital first reported a position in Booz Allen Hamilton in Q2 2021 and held it in 18 quarters.
West Branch Capital's Booz Allen Hamilton position peaked at $29.3K in Q3 2024.
628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.