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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BAH holding history

Booz Allen Hamilton Holding Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAH overviewAll 13F holders of BAHFull Q2 2026 holdings

Shares (Q2 2026)
5,857
Value
$355.4K
% of portfolio
<0.1%
Quarters held
19
Since Q3 2021
Holdings of BAH by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,857$355.4K<0.1%+1,095+23.0%AddedHolders
Q1 20264,762$371.6K<0.1%+4,762NewHolders
Q4 20250$00.0%−3,993−100.0%Sold outHolders
Q3 20253,993$399.1K<0.1%−551−12.1%ReducedHolders
Q2 20254,544$473.1K<0.1%−467−9.3%ReducedHolders
Q1 20255,011$524.0K<0.1%−758−13.1%ReducedHolders
Q4 20245,769$742.5K<0.1%+219+3.9%AddedHolders
Q3 20245,550$903.4K<0.1%+531+10.6%AddedHolders
Q2 20245,019$772.5K<0.1%+277+5.8%AddedHolders
Q1 20244,742$703.9K<0.1%−10,013−67.9%ReducedHolders
Q4 202314,755$2.16M<0.1%−1,400−8.7%ReducedHolders
Q3 202316,155$1.77M<0.1%−385−2.3%ReducedHolders
Q2 202316,540$1.85M<0.1%+662+4.2%AddedHolders
Q1 202315,878$1.47M<0.1%−3,244−17.0%ReducedHolders
Q4 202219,122$2.00M<0.1%+1,356+7.6%AddedHolders
Q3 202217,766$1.64M<0.1%+1,508+9.3%AddedHolders
Q2 202216,258$1.47M<0.1%+1,968+13.8%AddedHolders
Q1 202214,290$1.25M<0.1%+3,650+34.3%AddedHolders
Q4 202110,640$902.0K<0.1%+4,479+72.7%AddedHolders
Q3 20216,161$489.0K<0.1%+6,161NewHolders