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Jeppson Wealth Management’s Alibaba BABA Stock Holding History

Jeppson Wealth 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 		$439K Buy
4,570
+503
+12% +$63K 0.13% 155
2026
Q1 		$510K Sell
4,067
-896
-18% -$135K 0.16% 120
2025
Q4 		$727K Sell
4,963
-6
-0.1% -$977 0.23% 95
2025
Q3 		$888K Sell
4,969
-117
-2% -$15.3K 0.28% 85
2025
Q2 		$577K Sell
5,086
-50
-1% -$5.92K 0.2% 112
2025
Q1 		$679K Buy
5,136
+130
+3% +$15K 0.25% 91
2024
Q4 		$424K Buy
5,006
+1
+0% +$94 0.15% 129
2024
Q3 		$531K Sell
5,005
-517
-9% -$42.3K 0.19% 116
2024
Q2 		$398K Buy
5,522
+33
+0.6% +$2.53K 0.15% 130
2024
Q1 		$397K Buy
5,489
+1,519
+38% +$111K 0.15% 138
2023
Q4 		$308K Sell
3,970
-3,065
-44% -$244K 0.13% 152
2023
Q3 		$610K Buy
7,035
+525
+8% +$48.1K 0.28% 91
2023
Q2 		$543K Buy
6,510
+2,073
+47% +$181K 0.24% 104
2023
Q1 		$453K Buy
4,437
+348
+9% +$34.9K 0.2% 115
2022
Q4 		$360K Sell
4,089
-3,008
-42% -$237K 0.15% 128
2022
Q3 		$568K Buy
7,097
+262
+4% +$25K 0.26% 90
2022
Q2 		$777K Buy
6,835
+1,010
+17% +$99K 0.33% 70
2022
Q1 		$633K Sell
5,825
-2,018
-26% -$232K 0.3% 79
2021
Q4 		$932K Sell
7,843
-453
-5% -$66K 0.45% 55
2021
Q3 		$1.23M Buy
8,296
+1,355
+20% +$247K 0.64% 35
2021
Q2 		$1.57M Sell
6,941
-115
-2% -$25.6K 0.86% 25
2021
Q1 		$1.6M Buy
7,056
+735
+12% +$181K 0.95% 20
2020
Q4 		$1.47M Buy
6,321
+1,570
+33% +$436K 0.98% 20
2020
Q3 		$1.4M Buy
+4,751
New +$1.25M 1.09% 17

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

Jeppson Wealth Management's BABA Position: Q2 2026 in Review

Jeppson Wealth Management increased its Alibaba (BABA) stake by 12% in Q2 2026, buying an estimated $63K and bringing the position to 4,570 shares worth $439K. The position accounts for 0.13% of the portfolio, ranked #155.

Jeppson Wealth Management first reported a position in BABA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.6M in Q1 2021. 1,223 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Jeppson Wealth Management held 4,570 shares of Alibaba worth $439K as of Q2 2026.
  • Jeppson Wealth Management bought 503 Alibaba shares in Q2 2026, an estimated $63K.
  • Alibaba made up 0.13% of Jeppson Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Jeppson Wealth Management first reported a position in Alibaba in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Alibaba position peaked at $1.6M in Q1 2021.
  • 1,223 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.