Wilson Asset Management’s Booz Allen Hamilton BAH Stock Holding History

Wilson Asset Management’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 Q1	–	Sell	-104,610	Closed	-$13.5M	–	33
2024 Q4	$13.5M	Sell	104,610 -36,258	-26%	-$5.63M	3.49%	15
2024 Q3	$22.9M	Buy	140,868 +21,362	+18%	+$3.27M	5.56%	6
2024 Q2	$18.4M	Sell	119,506 -20,154	-14%	-$3.02M	4.82%	7
2024 Q1	$20.7M	Sell	139,660 -27,277	-16%	-$3.84M	5.35%	6
2023 Q4	$21.4M	Buy	166,937 +2,395	+1%	+$299K	5.95%	6
2023 Q3	$17.9M	Sell	164,542 -49,316	-23%	-$5.67M	5.13%	10
2023 Q2	$23.9M	Sell	213,858 -12,804	-6%	-$1.27M	6.51%	4
2023 Q1	$21M	Buy	226,662 +87,460	+63%	+$8.29M	5.83%	5
2022 Q4	$14.5M	Hold	139,202	–	–	4.42%	9
2022 Q3	$12.9M	Buy	139,202 +19,525	+16%	+$1.85M	4.33%	10
2022 Q2	$10.7M	Buy	+119,677	New	+$10.2M	3.18%	13

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilson Asset Management's BAH Position: Q1 2025 in Review

Wilson Asset Management sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 104,610 shares — an estimated $13.5M sold.

Wilson Asset Management first reported a position in BAH in Q2 2022 and held it in 11 quarters. The position peaked at $23.9M in Q2 2023. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

Wilson Asset Management reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
Wilson Asset Management sold 104,610 Booz Allen Hamilton shares in Q1 2025, an estimated $13.5M.
Wilson Asset Management first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 11 quarters.
Wilson Asset Management's Booz Allen Hamilton position peaked at $23.9M in Q2 2023.
727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Wilson Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.