Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alibaba BABA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.42M Sell
11,304
-879
-7% -$132K ﹤0.01% 1358
2025
Q4 		$1.79M Buy
12,183
+2,049
+20% +$334K ﹤0.01% 1194
2025
Q3 		$1.81M Sell
10,134
-1,895
-16% -$248K 0.01% 1127
2025
Q2 		$1.36M Buy
12,029
+92
+0.8% +$10.9K ﹤0.01% 1109
2025
Q1 		$1.58M Sell
11,937
-674
-5% -$77.7K 0.01% 914
2024
Q4 		$1.07M Buy
12,611
+1,567
+14% +$148K ﹤0.01% 1044
2024
Q3 		$1.17M Sell
11,044
-2,348
-18% -$192K 0.01% 935
2024
Q2 		$964K Buy
13,392
+3,254
+32% +$250K ﹤0.01% 916
2024
Q1 		$734K Buy
10,138
+1,869
+23% +$137K ﹤0.01% 984
2023
Q4 		$641K Buy
8,269
+896
+12% +$71.4K ﹤0.01% 969
2023
Q3 		$640K Buy
7,373
+405
+6% +$37.1K ﹤0.01% 903
2023
Q2 		$581K Sell
6,968
-1,102
-14% -$96.5K ﹤0.01% 894
2023
Q1 		$825K Buy
8,070
+3,159
+64% +$316K 0.01% 711
2022
Q4 		$433K Sell
4,911
-906
-16% -$71.4K ﹤0.01% 856
2022
Q3 		$465K Sell
5,817
-908
-14% -$86.5K ﹤0.01% 767
2022
Q2 		$764K Buy
6,725
+289
+4% +$28.3K 0.01% 625
2022
Q1 		$700K Sell
6,436
-6,550
-50% -$755K 0.01% 642
2021
Q4 		$1.54M Buy
+12,986
New +$1.89M 0.01% 491
2021
Q2 		$3.95M Hold
17,409
– – 0.03% 313
2021
Q1 		$3.95M Hold
17,409
– – 0.03% 313
2020
Q4 		$3.95M Hold
17,409
– – 0.03% 313
2020
Q3 		$3.95M Hold
17,409
– – 0.03% 313
2020
Q2 		$3.95M Hold
17,409
– – 0.03% 313
2020
Q1 		$3.95M Hold
17,409
– – 0.03% 313
2019
Q4 		$3.95M Hold
17,409
– – 0.03% 313
2019
Q3 		$3.95M Hold
17,409
– – 0.03% 313
2019
Q2 		$3.95M Hold
17,409
– – 0.03% 313
2019
Q1 		$3.95M Sell
17,409
-7,650
-31% -$1.29M 0.03% 313
2018
Q4 		$3.44M Buy
25,059
+1,633
+7% +$241K 0.09% 201
2018
Q3 		$3.86M Buy
23,426
+6,441
+38% +$1.14M 0.1% 188
2018
Q2 		$3.15M Buy
16,985
+4,952
+41% +$944K 0.1% 170
2018
Q1 		$2.21M Buy
12,033
+2,713
+29% +$511K 0.09% 165
2017
Q4 		$1.61M Sell
9,320
-2,512
-21% -$450K 0.07% 196
2017
Q3 		$2.04M Buy
11,832
+2,121
+22% +$344K 0.1% 155
2017
Q2 		$1.37M Sell
9,711
-1,954
-17% -$241K 0.07% 178
2017
Q1 		$1.26M Buy
11,665
+304
+3% +$30.9K 0.07% 175
2016
Q4 		$998K Sell
11,361
-909
-7% -$87.5K 0.06% 181
2016
Q3 		$1.3M Sell
12,270
-397
-3% -$36.8K 0.09% 159
2016
Q2 		$1.01M Sell
12,667
-84
-0.7% -$6.57K 0.07% 175
2016
Q1 		$1.01M Sell
12,751
-638
-5% -$44.9K 0.09% 158
2015
Q4 		$1.09M Buy
13,389
+2,843
+27% +$223K 0.11% 148
2015
Q3 		$622K Buy
10,546
+7,602
+258% +$553K 0.06% 147
2015
Q2 		$242K Buy
+2,944
New +$253K 0.02% 170

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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 $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 $1.89T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BABA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Alibaba (BABA) stake by 7.2% in Q1 2026, selling an estimated $132K and leaving 11,304 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Carson Wealth (CWM LLC) first reported a position in BABA in Q2 2015 and has held it in 43 quarters since. The position peaked at $3.95M in Q2 2021. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,304 shares of Alibaba worth $1.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 879 Alibaba shares in Q1 2026, an estimated $132K.
  • Alibaba made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1358 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alibaba in Q2 2015 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Alibaba position peaked at $3.95M in Q2 2021.
  • 1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.