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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westbourne Investment Advisors's BAH Position: Q1 2026 in Review

Westbourne Investment Advisors increased its Booz Allen Hamilton (BAH) stake by 3% in Q1 2026, buying an estimated $167K and bringing the position to 66,843 shares worth $5.22M. The position accounts for 1.52% of the portfolio, ranked #23.

Westbourne Investment Advisors first reported a position in BAH in Q3 2018 and has held it in 21 quarters since. The position peaked at $7.58M in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Westbourne Investment Advisors held 66,843 shares of Booz Allen Hamilton worth $5.22M as of Q1 2026.
  • Westbourne Investment Advisors bought 1,978 Booz Allen Hamilton shares in Q1 2026, an estimated $167K.
  • Booz Allen Hamilton made up 1.52% of Westbourne Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • Westbourne Investment Advisors first reported a position in Booz Allen Hamilton in Q3 2018 and has held it in 21 quarters since.
  • Westbourne Investment Advisors's Booz Allen Hamilton position peaked at $7.58M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.