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Clifford Swan Investment Counsel’s Alibaba BABA Stock Holding History

Clifford Swan Investment Counsel’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 		$534K Hold
4,255
– – 0.02% 208
2025
Q4 		$624K Hold
4,255
– – 0.02% 206
2025
Q3 		$760K Hold
4,255
– – 0.03% 195
2025
Q2 		$483K Hold
4,255
– – 0.02% 222
2025
Q1 		$563K Buy
4,255
+3
+0.1% +$346 0.02% 207
2024
Q4 		$361K Hold
4,252
– – 0.01% 247
2024
Q3 		$451K Hold
4,252
– – 0.02% 232
2024
Q2 		$306K Sell
4,252
-3
-0.1% -$230 0.01% 260
2024
Q1 		$308K Sell
4,255
-250
-6% -$18.3K 0.01% 261
2023
Q4 		$349K Sell
4,505
-226
-5% -$18K 0.01% 246
2023
Q3 		$410K Sell
4,731
-134
-3% -$12.3K 0.02% 224
2023
Q2 		$405K Hold
4,865
– – 0.02% 234
2023
Q1 		$497K Buy
4,865
+238
+5% +$23.8K 0.02% 210
2022
Q4 		$408K Sell
4,627
-106
-2% -$8.36K 0.02% 222
2022
Q3 		$379K Sell
4,733
-19
-0.4% -$1.81K 0.02% 233
2022
Q2 		$540K Buy
4,752
+126
+3% +$12.4K 0.02% 214
2022
Q1 		$503K Sell
4,626
-248
-5% -$28.6K 0.02% 231
2021
Q4 		$579K Sell
4,874
-55
-1% -$8.01K 0.02% 228
2021
Q3 		$839K Sell
4,929
-669
-12% -$122K 0.03% 198
2021
Q2 		$1.12M Buy
5,598
+56
+1% +$12.4K 0.04% 175
2021
Q1 		$1.26M Hold
5,542
– – 0.05% 161
2020
Q4 		$1.29M Buy
5,542
+250
+5% +$69.4K 0.06% 156
2020
Q3 		$1.56M Buy
5,292
+105
+2% +$27.7K 0.07% 143
2020
Q2 		$1.12M Buy
5,187
+85
+2% +$17.7K 0.06% 163
2020
Q1 		$992K Hold
5,102
– – 0.06% 157
2019
Q4 		$1.08M Sell
5,102
-3
-0.1% -$563 0.05% 165
2019
Q3 		$854K Buy
5,105
+42
+0.8% +$7.22K 0.04% 171
2019
Q2 		$858K Buy
5,063
+100
+2% +$17.3K 0.05% 170
2019
Q1 		$905K Buy
4,963
+200
+4% +$33.6K 0.05% 166
2018
Q4 		$653K Buy
+4,763
New +$704K 0.04% 178

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

Clifford Swan Investment Counsel's BABA Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Alibaba (BABA) position steady in Q1 2026 at 4,255 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #208.

Clifford Swan Investment Counsel first reported a position in BABA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.56M in Q3 2020. 1,344 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Clifford Swan Investment Counsel held 4,255 shares of Alibaba worth $534K as of Q1 2026.
  • Clifford Swan Investment Counsel left its Alibaba share count unchanged in Q1 2026.
  • Alibaba made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #208 holding.
  • Clifford Swan Investment Counsel first reported a position in Alibaba in Q4 2018 and has held it in 30 quarters since.
  • Clifford Swan Investment Counsel's Alibaba position peaked at $1.56M in Q3 2020.
  • 1,344 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.