BAH — BOOZ ALLEN HAMILTON HLDG CORP CL A

Ownership history in Wealth Quarterback LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in BOOZ ALLEN HAMILTON HLDG CORP CL A (BAH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q3)
Avg. % of fund
0.04%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,807 +2,785 +12659.1% 0.11% $281K $98.55
2021 Q3 ADDED 22 +1 +4.8% 0.00% $2K $72.98
2021 Q2 INITIATED 21 — — 0.00% $2K $77.99
% of Fund (quarterly)    BAH price (monthly, adj. close)

Other funds also holding BAH

As of 2025 Q4 — sorted by position size

Black Creek Investment Management Inc. 3Y 7Y 10.48% D'Orazio & Associates, Inc. 3Y 7Y 7.76% Lane Generational LLC 3Y 3.12% EDMOND DE ROTHSCHILD HOLDING S.A. 3Y 7Y 1.96% Crawford Fund Management, LLC 1.72% CLOUGH CAPITAL PARTNERS L P 3Y 7Y 1.71% Westbourne Investment Advisors, Inc. 3Y 7Y 1.51% Rench Wealth Management, Inc. 3Y 7Y 1.44% WATERS PARKERSON & CO., LLC 3Y 7Y 1.41% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.21%
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