WIA
BAH icon

Westbourne Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Westbourne Investment Advisors’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 		$4.33M Buy
71,442
+4,599
+7% +$351K 1.2% 26
2026
Q1 		$5.22M Buy
66,843
+1,978
+3% +$167K 1.52% 23
2025
Q4 		$5.47M Buy
64,865
+6,708
+12% +$600K 1.51% 23
2025
Q3 		$5.81M Buy
58,157
+6,352
+12% +$679K 1.62% 22
2025
Q2 		$5.39M Buy
51,805
+823
+2% +$92.2K 1.64% 23
2025
Q1 		$5.33M Buy
50,982
+1,903
+4% +$229K 1.89% 22
2024
Q4 		$6.32M Buy
49,079
+2,506
+5% +$389K 2.16% 17
2024
Q3 		$7.58M Buy
46,573
+133
+0.3% +$20.4K 2.65% 10
2024
Q2 		$7.15M Sell
46,440
-849
-2% -$127K 2.59% 11
2024
Q1 		$7.02M Sell
47,289
-1,476
-3% -$208K 2.58% 11
2023
Q4 		$6.24M Sell
48,765
-504
-1% -$62.8K 2.5% 11
2023
Q3 		$5.38M Sell
49,269
-2,245
-4% -$258K 2.47% 12
2023
Q2 		$5.75M Buy
51,514
+1,075
+2% +$106K 2.57% 10
2023
Q1 		$4.67M Buy
50,439
+655
+1% +$62.1K 2.26% 16
2022
Q4 		$5.2M Sell
49,784
-119
-0.2% -$12.4K 2.63% 12
2022
Q3 		$4.61M Buy
+49,903
New +$4.73M 2.44% 17
2022
Q2 		– Sell
-51,731
Closed -$4.54M – 88
2022
Q1 		$4.54M Buy
51,731
+3,921
+8% +$323K 1.88% 21
2021
Q4 		$4.05M Buy
47,810
+1,786
+4% +$151K 1.59% 22
2021
Q3 		$3.65M Buy
46,024
+9,256
+25% +$774K 1.66% 22
2021
Q2 		$3.13M Buy
36,768
+10,049
+38% +$850K 1.42% 22
2021
Q1 		$2.15M Buy
+26,719
New +$2.24M 1.07% 26
2018
Q4 		– Sell
-1,300
Closed -$65K – 97
2018
Q3 		$65K Buy
+1,300
New +$63.4K 0.05% 141

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

Westbourne Investment Advisors's BAH Position: Q2 2026 in Review

Westbourne Investment Advisors increased its Booz Allen Hamilton (BAH) stake by 6.9% in Q2 2026, buying an estimated $351K and bringing the position to 71,442 shares worth $4.33M. The position accounts for 1.2% of the portfolio, ranked #26.

Westbourne Investment Advisors first reported a position in BAH in Q3 2018 and has held it in 22 quarters since. The position peaked at $7.58M in Q3 2024. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Westbourne Investment Advisors held 71,442 shares of Booz Allen Hamilton worth $4.33M as of Q2 2026.
  • Westbourne Investment Advisors bought 4,599 Booz Allen Hamilton shares in Q2 2026, an estimated $351K.
  • Booz Allen Hamilton made up 1.2% of Westbourne Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Westbourne Investment Advisors first reported a position in Booz Allen Hamilton in Q3 2018 and has held it in 22 quarters since.
  • Westbourne Investment Advisors's Booz Allen Hamilton position peaked at $7.58M in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.