D.L. Carlson Investment Group’s Alibaba BABA Stock Holding History

D.L. Carlson Investment Group’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	–	Sell	-44,730	Closed	-$6.56M	–	139
2025 Q4	$6.56M	Buy	44,730 +479	+1%	+$78K	1.11%	18
2025 Q3	$7.91M	Buy	44,251 +310	+0.7%	+$40.6K	1.33%	15
2025 Q2	$4.98M	Sell	43,941 -765	-2%	-$90.6K	0.91%	29
2025 Q1	$5.91M	Sell	44,706 -2,667	-6%	-$308K	1.14%	20
2024 Q4	$4.02M	Buy	47,373 +152	+0.3%	+$14.4K	0.72%	42
2024 Q3	$5.01M	Buy	47,221 +129	+0.3%	+$10.6K	0.91%	27
2024 Q2	$3.39M	Buy	47,092 +6,272	+15%	+$481K	0.65%	49
2024 Q1	$2.95M	Buy	+40,820	New	+$2.99M	0.58%	61
2023 Q2	–	Sell	-31,452	Closed	-$3.21M	–	137
2023 Q1	$3.21M	Buy	+31,452	New	+$3.15M	0.73%	46

Other funds holding BABA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.L. Carlson Investment Group's BABA Position: Q1 2026 in Review

D.L. Carlson Investment Group sold out of Alibaba (BABA) in Q1 2026, closing a stake of 44,730 shares — an estimated $6.56M sold.

D.L. Carlson Investment Group first reported a position in BABA in Q1 2023 and held it in 9 quarters. The position peaked at $7.91M in Q3 2025. 1,348 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

D.L. Carlson Investment Group reported no remaining Alibaba position as of Q1 2026 after selling out during the quarter.
D.L. Carlson Investment Group sold 44,730 Alibaba shares in Q1 2026, an estimated $6.56M.
D.L. Carlson Investment Group first reported a position in Alibaba in Q1 2023 and held it in 9 quarters.
D.L. Carlson Investment Group's Alibaba position peaked at $7.91M in Q3 2025.
1,348 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.