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Forum Financial Management’s Alibaba BABA Stock Holding History

Forum Financial Management’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
Q2 		– Sell
-2,103
Closed -$264K – 355
2026
Q1 		$264K Sell
2,103
-131
-6% -$19.7K ﹤0.01% 272
2025
Q4 		$327K Buy
2,234
+65
+3% +$10.6K ﹤0.01% 702
2025
Q3 		$388K Hold
2,169
– – 0.01% 588
2025
Q2 		$246K Buy
2,169
+18
+0.8% +$2.13K ﹤0.01% 780
2025
Q1 		$284K Buy
+2,151
New +$248K ﹤0.01% 616
2024
Q4 		– Sell
-2,328
Closed -$247K – 928
2024
Q3 		$247K Buy
+2,328
New +$190K ﹤0.01% 617
2024
Q2 		– Sell
-5,823
Closed -$421K – 725
2024
Q1 		$421K Buy
5,823
+70
+1% +$5.13K 0.01% 385
2023
Q4 		$446K Buy
5,753
+515
+10% +$41K 0.01% 319
2023
Q3 		$454K Hold
5,238
– – 0.01% 307
2023
Q2 		$437K Sell
5,238
-10
-0.2% -$875 0.01% 318
2023
Q1 		$536K Sell
5,248
-1
-0% -$100 0.02% 246
2022
Q4 		$462K Sell
5,249
-131
-2% -$10.3K 0.02% 272
2022
Q3 		$430K Buy
5,380
+67
+1% +$6.38K 0.02% 251
2022
Q2 		$604K Sell
5,313
-255
-5% -$25K 0.03% 198
2022
Q1 		$605K Sell
5,568
-100
-2% -$11.5K 0.03% 207
2021
Q4 		$673K Buy
+5,668
New +$825K 0.03% 181

Other funds holding BABA

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 $239B AUM 42.32% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Forum Financial Management's BABA Position: Q2 2026 in Review

Forum Financial Management sold out of Alibaba (BABA) in Q2 2026, closing a stake of 2,103 shares — an estimated $264K sold.

Forum Financial Management first reported a position in BABA in Q4 2021 and held it in 16 quarters. The position peaked at $673K in Q4 2021. 1,224 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Forum Financial Management reported no remaining Alibaba position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,103 Alibaba shares in Q2 2026, an estimated $264K.
  • Forum Financial Management first reported a position in Alibaba in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Alibaba position peaked at $673K in Q4 2021.
  • 1,224 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.