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Capital Wealth Planning’s Alibaba BABA Stock Holding History

Capital Wealth Planning’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
2021
Q3 		– Sell
-2,000
Closed -$46K – 115
2021
Q2 		$46K Buy
2,000
+1,000
+100% +$222K ﹤0.01% 129
2021
Q1 		$29K Buy
+1,000
New +$246K ﹤0.01% 131
2019
Q4 		– Sell
-2,000
Closed -$29K – 192
2019
Q3 		$29K Buy
+2,000
New +$344K ﹤0.01% 260

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Capital Wealth Planning's BABA Position: Q2 2026 in Review

Capital Wealth Planning increased its Alibaba (BABA) stake by 15% in Q2 2026, buying an estimated $4.52M and bringing the position to 278,398 shares worth $26.7M. The position accounts for 0.13% of the portfolio, ranked #58.

Capital Wealth Planning first reported a position in BABA in Q2 2019 and has held it in 18 quarters since. The position peaked at $30.4M in Q1 2026. 1,225 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Capital Wealth Planning held 278,398 shares of Alibaba worth $26.7M as of Q2 2026.
  • Capital Wealth Planning bought 36,042 Alibaba shares in Q2 2026, an estimated $4.52M.
  • Alibaba made up 0.13% of Capital Wealth Planning's portfolio in Q2 2026, its #58 holding.
  • Capital Wealth Planning first reported a position in Alibaba in Q2 2019 and has held it in 18 quarters since.
  • Capital Wealth Planning's Alibaba position peaked at $30.4M in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.