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Whipplewood Advisors’s Booz Allen Hamilton BAH Stock Holding History

Whipplewood 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 		$2.5K Buy
32
+21
+191% +$1.77K ﹤0.01% 735
2025
Q4 		$928 Buy
+11
New +$984 ﹤0.01% 419
2025
Q3 		– Sell
-194
Closed -$20.2K – 375
2025
Q2 		$20.2K Buy
194
+172
+782% +$19.3K 0.01% 458
2025
Q1 		$32.4K Sell
22
-1,068
-98% -$129K 0.02% 376
2024
Q4 		$140K Buy
+1,090
New +$169K 0.08% 196

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

Whipplewood Advisors's BAH Position: Q1 2026 in Review

Whipplewood Advisors increased its Booz Allen Hamilton (BAH) stake by 191% in Q1 2026, buying an estimated $1.77K and bringing the position to 32 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Whipplewood Advisors first reported a position in BAH in Q4 2024 and has held it in 5 quarters since. The position peaked at $140K in Q4 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Whipplewood Advisors held 32 shares of Booz Allen Hamilton worth $2.5K as of Q1 2026.
  • Whipplewood Advisors bought 21 Booz Allen Hamilton shares in Q1 2026, an estimated $1.77K.
  • Booz Allen Hamilton made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #735 holding.
  • Whipplewood Advisors first reported a position in Booz Allen Hamilton in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Booz Allen Hamilton position peaked at $140K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.