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Beacon Investment Advisory Services’s Alibaba BABA Stock Holding History

Beacon Investment Advisory Services’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.9K Hold
27
– – ﹤0.01% 716
2026
Q2 		$2.59K Buy
+27
New +$3.38K ﹤0.01% 738
2021
Q3 		– Sell
-1,797
Closed -$408K – 298
2021
Q2 		$408K Sell
1,797
-10,668
-86% -$2.37M 0.02% 229
2021
Q1 		$2.83M Sell
12,465
-58,867
-83% -$14.5M 0.12% 122
2020
Q4 		$16.6M Buy
71,332
+1,721
+2% +$478K 0.77% 43
2020
Q3 		$20.5M Sell
69,611
-1,128
-2% -$297K 1.06% 30
2020
Q2 		$15.3M Sell
70,739
-3,283
-4% -$684K 0.87% 36
2020
Q1 		$14.4M Buy
74,022
+9,073
+14% +$1.89M 1.02% 32
2019
Q4 		$13.8M Buy
64,949
+1,832
+3% +$344K 0.73% 41
2019
Q3 		$10.6M Buy
63,117
+2,900
+5% +$498K 1.06% 27
2019
Q2 		$10.2M Buy
60,217
+5,738
+11% +$990K 1.08% 26
2019
Q1 		$9.94M Buy
54,479
+12,629
+30% +$2.12M 1.05% 28
2018
Q4 		$5.74M Buy
41,850
+657
+2% +$97.1K 0.63% 49
2018
Q3 		$6.79M Sell
41,193
-611
-1% -$108K 0.66% 50
2018
Q2 		$7.76M Buy
41,804
+7,263
+21% +$1.38M 0.78% 38
2018
Q1 		$6.34M Sell
34,541
-154
-0.4% -$29K 0.65% 49
2017
Q4 		$5.98M Sell
34,695
-9,661
-22% -$1.73M 0.63% 53
2017
Q3 		$7.66M Buy
+44,356
New +$7.19M 0.66% 44

Other funds holding BABA

CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
HCM
Helios Capital Management Singapore $91.9M AUM 0.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services's BABA Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Alibaba (BABA) position steady in Q3 2026 at 27 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Beacon Investment Advisory Services first reported a position in BABA in Q3 2017 and has held it in 18 quarters since. The position peaked at $20.5M in Q3 2020. 105 funds tracked by Wall St. Rank hold BABA as of Q3 2026.

  • Beacon Investment Advisory Services held 27 shares of Alibaba worth $2.9K as of Q3 2026.
  • Beacon Investment Advisory Services left its Alibaba share count unchanged in Q3 2026.
  • Alibaba made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #716 holding.
  • Beacon Investment Advisory Services first reported a position in Alibaba in Q3 2017 and has held it in 18 quarters since.
  • Beacon Investment Advisory Services's Alibaba position peaked at $20.5M in Q3 2020.
  • 105 funds tracked by Wall St. Rank held Alibaba as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.