VAUGHAN DAVID INVESTMENTS LLC/IL BAH — BOOZ ALLEN HAMILTON HOLDING CORP

Ownership history in VAUGHAN DAVID INVESTMENTS LLC/IL  ·  29 quarters on record

AI Ownership Summary

VAUGHAN DAVID INVESTMENTS LLC/IL reported BOOZ ALLEN HAMILTON HOLDING CORP (BAH) in 29 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.58% in 2024 Q2. The latest visible filing shows BAH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VAUGHAN DAVID INVESTMENTS LLC/IL's position in BOOZ ALLEN HAMILTON HOLDING CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BAH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VAUGHAN DAVID INVESTMENTS LLC/IL held BAH — position size vs. price
% of Fund (quarterly)    BAH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 40.0% +16.7% ❌ 19,009 -12,684 -40.0% 0.02% $1K 2026-08-11 $77.98
2026 Q1 REDUCED 91.7% -19.9% ✅ 31,693 -348,937 -91.7% 0.05% $2K 2026-05-12 $74.30
2025 Q4 REDUCED — — — 380,630 -2,429 -0.6% 0.70% $32.1M 2026-02-12 $76.18
2025 Q3 ADDED — — — 383,059 +25 +0.0% 0.83% $38.3M 2025-10-29 $80.45
2025 Q2 ADDED — — — 383,034 +1,324 +0.3% 0.89% $39.9M 2025-07-31 $103.73
2025 Q1 REDUCED — — — 381,710 -18,655 -4.7% 0.93% $39.9M 2025-05-13 $118.91
2024 Q4 REDUCED — — — 400,365 -2,080 -0.5% 1.22% $51.5M 2025-02-04 $126.25
2024 Q3 REDUCED — — — 402,445 -2,467 -0.6% 1.51% $65.5M 2024-11-04 $174.13
2024 Q2 REDUCED — — — 404,912 -3,361 -0.8% 1.58% $62.3M 2024-08-07 $138.13
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VAUGHAN DAVID INVESTMENTS LLC/IL and BAH

These are the practical questions this page is built to answer before you even open the full history table.

How long has VAUGHAN DAVID INVESTMENTS LLC/IL reported owning BAH?

VAUGHAN DAVID INVESTMENTS LLC/IL reported BAH across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BAH position in VAUGHAN DAVID INVESTMENTS LLC/IL's portfolio?

The largest reported portfolio weight for BAH was 1.58% in 2024 Q2.

What is the latest reported BAH position on this page?

The most recent filing on this page is 2026 Q2, when VAUGHAN DAVID INVESTMENTS LLC/IL reported 19,009 shares, equal to 0.02% of portfolio, with an estimated market value of $1K.

What does the chart on this BAH ownership page compare?

The chart compares VAUGHAN DAVID INVESTMENTS LLC/IL's quarterly BAH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VAUGHAN DAVID INVESTMENTS LLC/IL time their BAH position?

Based on 13F filing dates vs. subsequent BAH price moves, VAUGHAN DAVID INVESTMENTS LLC/IL correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on BAH relative to SPY over the holding period was +120.9%.

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