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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
Q2 		$364 Sell
6
-26
-81% -$1.99K ﹤0.01% 615
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whipplewood Advisors's BAH Position: Q2 2026 in Review

Whipplewood Advisors reduced its Booz Allen Hamilton (BAH) stake by 81% in Q2 2026, selling an estimated $1.99K and leaving 6 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Whipplewood Advisors first reported a position in BAH in Q4 2024 and has held it in 6 quarters since. The position peaked at $140K in Q4 2024. 561 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Whipplewood Advisors held 6 shares of Booz Allen Hamilton worth $364 as of Q2 2026.
  • Whipplewood Advisors sold 26 Booz Allen Hamilton shares in Q2 2026, an estimated $1.99K.
  • Booz Allen Hamilton made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #615 holding.
  • Whipplewood Advisors first reported a position in Booz Allen Hamilton in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Booz Allen Hamilton position peaked at $140K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

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