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 		$66.7K Buy
+6,500
New +$977K ﹤0.01% 3591
2023
Q2 		– Sell
-200
Closed -$1K – 4172
2023
Q1 		$1K Hold
200
– – ﹤0.01% 3772
2022
Q4 		$1K Hold
200
– – ﹤0.01% 3693
2022
Q3 		$1K Hold
200
– – ﹤0.01% 3601
2022
Q2 		$4K Hold
200
– – ﹤0.01% 3047
2022
Q1 		$4K Buy
+200
New +$23K ﹤0.01% 2901

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

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. 1,346 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.
  • 1,346 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.