Jeremy Grantham's BAH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 361,751 shares of Booz Allen Hamilton Holding Corporation (BAH) worth $36.16 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BAH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 403,087 shares. Largest reduction occurred in Q3 2016, reducing 594,373 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Booz Allen Hamilton Holding Corporation (BAH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Booz Allen Hamilton Holding Corporation (BAH) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +19,217 | Add 0.00% | 19,216 | $17.38 |
| Q3 2013 | -5,376 | Reduce 27.98% | 13,840 | $19.29 |
| Q4 2013 | +12,893 | Add 93.16% | 26,733 | $19.15 |
| Q1 2014 | -26,733 | Sold Out | 0 | $0.00 |
| Q3 2015 | +168,800 | New Buy | 168,800 | $26.21 |
| Q4 2015 | -19,900 | Reduce 11.79% | 148,900 | $30.85 |
| Q1 2016 | +403,087 | Add 270.71% | 551,987 | $30.28 |
| Q2 2016 | +114,120 | Add 20.67% | 666,107 | $29.64 |
| Q3 2016 | -594,373 | Reduce 89.23% | 71,734 | $31.62 |
| Q4 2016 | -39,039 | Reduce 54.42% | 32,695 | $36.06 |
| Q1 2017 | -32,695 | Sold Out | 0 | $0.00 |
| Q3 2018 | +54,800 | New Buy | 54,800 | $49.64 |
| Q4 2018 | +2,200 | Add 4.01% | 57,000 | $45.07 |
| Q1 2019 | +1,400 | Add 2.46% | 58,400 | $58.13 |
| Q2 2019 | -3,100 | Reduce 5.31% | 55,300 | $66.20 |
| Q3 2019 | -21,600 | Reduce 39.06% | 33,700 | $71.01 |
| Q4 2019 | -5,971 | Reduce 17.72% | 27,729 | $71.12 |
| Q1 2020 | -1,200 | Reduce 4.33% | 26,529 | $68.64 |
| Q2 2020 | -8,373 | Reduce 31.56% | 18,156 | $77.77 |
| Q3 2020 | -2,979 | Reduce 16.41% | 15,177 | $82.95 |
| Q4 2020 | -1,700 | Reduce 11.20% | 13,477 | $87.19 |
| Q1 2021 | +72,000 | Add 534.24% | 85,477 | $80.52 |
| Q2 2021 | -2,977 | Reduce 3.48% | 82,500 | $85.18 |
| Q3 2021 | -73,100 | Reduce 88.61% | 9,400 | $79.36 |
| Q4 2021 | -9,400 | Sold Out | 0 | $0.00 |
| Q3 2022 | +67,386 | New Buy | 67,386 | $92.35 |
| Q4 2022 | +934 | Add 1.39% | 68,320 | $104.52 |
| Q1 2023 | +39,940 | Add 58.46% | 108,260 | $92.69 |
| Q3 2023 | -108,260 | Sold Out | 0 | $0.00 |
| Q1 2024 | +8,928 | New Buy | 8,928 | $148.44 |
| Q2 2024 | +7,569 | Add 84.78% | 16,497 | $153.90 |
| Q3 2024 | +1,133 | Add 6.87% | 17,630 | $162.76 |
| Q4 2024 | -14,352 | Reduce 81.41% | 3,278 | $128.70 |
| Q1 2025 | -3,278 | Sold Out | 0 | $0.00 |
| Q2 2025 | +358,447 | New Buy | 358,447 | $104.13 |
| Q3 2025 | +3,304 | Add 0.92% | 361,751 | $99.95 |
Jeremy Grantham's Booz Allen Hamilton Holding Corporation Investment FAQs
Jeremy Grantham first purchased Booz Allen Hamilton Holding Corporation (BAH) in Q2 2013, acquiring 19,216 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Booz Allen Hamilton Holding Corporation (BAH) for 37 quarters since Q2 2013.
Jeremy Grantham's largest addition to Booz Allen Hamilton Holding Corporation (BAH) was in Q1 2016, adding 551,987 shares worth $16.71 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 361,751 shares of Booz Allen Hamilton Holding Corporation (BAH), valued at approximately $36.16 M.
As of the Q3 2025 filing, Booz Allen Hamilton Holding Corporation (BAH) represents approximately 0.10% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Booz Allen Hamilton Holding Corporation (BAH) was 666,107 shares, as reported at the end of Q2 2016.