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

West Oak 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 Q3	$275	Sell	275 -275	-50%	-$29.4K	0.01%	179
2025 Q2	$573	Hold	550	–	–	0.02%	164
2025 Q1	$575	Sell	550 -400	-42%	-$48.2K	0.02%	169
2024 Q4	$1.22M	Hold	950	–	–	0.04%	134
2024 Q3	$1.55K	Hold	950	–	–	0.03%	124
2024 Q2	$146K	Buy	950 +400	+73%	+$60K	0.06%	138
2024 Q1	$82K	Hold	550	–	–	0.03%	161
2023 Q4	$71K	Hold	550	–	–	0.03%	166
2023 Q3	$60K	Hold	550	–	–	0.03%	168
2023 Q2	$61.4K	Hold	550	–	–	0.03%	168
2023 Q1	$51K	Hold	550	–	–	0.03%	174
2022 Q4	$57K	Hold	550	–	–	0.03%	158
2022 Q3	$51K	Hold	550	–	–	0.03%	169
2022 Q2	$50K	Sell	550 -100	-15%	-$8.54K	0.03%	174
2022 Q1	$57K	Hold	650	–	–	0.03%	175
2021 Q4	$55K	Hold	650	–	–	0.02%	183
2021 Q3	$52K	Sell	650 -225	-26%	-$18.8K	0.02%	184
2021 Q2	$75K	Hold	875	–	–	0.03%	167
2021 Q1	$70K	Hold	875	–	–	0.03%	169
2020 Q4	$76K	Hold	875	–	–	0.04%	163
2020 Q3	$73K	Sell	875 -200	-19%	-$16.4K	0.04%	149
2020 Q2	$84K	Sell	1,075 -285	-21%	-$21.6K	0.05%	143
2020 Q1	$93K	Hold	1,360	–	–	0.06%	133
2019 Q4	$97K	Hold	1,360	–	–	0.05%	146
2019 Q3	$97K	Sell	1,360 -200	-13%	-$14.2K	0.06%	144
2019 Q2	$103K	Buy	+1,560	New	+$95.9K	0.06%	140

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 Oak Capital's BAH Position: Q3 2025 in Review

West Oak Capital reduced its Booz Allen Hamilton (BAH) stake by 50% in Q3 2025, selling an estimated $29.4K and leaving 275 shares worth $275. The position accounts for 0.01% of the portfolio, ranked #179.

West Oak Capital first reported a position in BAH in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.22M in Q4 2024. 713 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

West Oak Capital held 275 shares of Booz Allen Hamilton worth $275 as of Q3 2025.
West Oak Capital sold 275 Booz Allen Hamilton shares in Q3 2025, an estimated $29.4K.
Booz Allen Hamilton made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #179 holding.
West Oak Capital first reported a position in Booz Allen Hamilton in Q2 2019 and has held it in 26 quarters since.
West Oak Capital's Booz Allen Hamilton position peaked at $1.22M in Q4 2024.
713 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.