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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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Wealth Planning's BABA Position: Q1 2026 in Review

Capital Wealth Planning increased its Alibaba (BABA) stake by 28% in Q1 2026, buying an estimated $8M and bringing the position to 242,356 shares worth $30.4M. The position accounts for 0.17% of the portfolio, ranked #40.

Capital Wealth Planning first reported a position in BABA in Q2 2019 and has held it in 17 quarters since. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Capital Wealth Planning held 242,356 shares of Alibaba worth $30.4M as of Q1 2026.
  • Capital Wealth Planning bought 53,220 Alibaba shares in Q1 2026, an estimated $8M.
  • Alibaba made up 0.17% of Capital Wealth Planning's portfolio in Q1 2026, its #40 holding.
  • Capital Wealth Planning first reported a position in Alibaba in Q2 2019 and has held it in 17 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.