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Laidlaw Wealth Management’s Alibaba BABA Stock Holding History

Laidlaw 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
Q1 		$1.21M Sell
9,646
-446
-4% -$67K 4.2% 7
2025
Q4 		$1.48M Buy
10,092
+583
+6% +$94.9K 4.58% 7
2025
Q3 		$1.7M Sell
9,509
-20
-0.2% -$2.62K 4.05% 5
2025
Q2 		$1.08M Sell
9,529
-200
-2% -$23.7K 3.11% 9
2025
Q1 		$1.29M Sell
9,729
-856
-8% -$98.7K 3.79% 8
2024
Q4 		$898K Sell
10,585
-279
-3% -$26.4K 0.39% 68
2024
Q3 		$1.15M Sell
10,864
-171
-2% -$14K 0.57% 55
2024
Q2 		$795K Buy
+11,035
New +$846K 0.44% 62
2022
Q2 		– Sell
-1,897
Closed -$206K – 374
2022
Q1 		$206K Sell
1,897
-11
-0.6% -$1.27K 0.03% 367
2021
Q4 		$227K Sell
1,908
-2,109
-53% -$307K 0.04% 364
2021
Q3 		$595K Sell
4,017
-2,287
-36% -$416K 0.15% 135
2021
Q2 		$1.43M Buy
6,304
+739
+13% +$164K 0.37% 75
2021
Q1 		$1.26M Buy
5,565
+907
+19% +$223K 0.43% 65
2020
Q4 		$1.08M Buy
4,658
+737
+19% +$205K 0.23% 117
2020
Q3 		$1.15M Buy
3,921
+99
+3% +$26.1K 0.51% 64
2020
Q2 		$824K Buy
3,822
+1,173
+44% +$244K 0.43% 71
2020
Q1 		$515K Buy
2,649
+408
+18% +$85.2K 0.34% 87
2019
Q4 		$475K Buy
+2,241
New +$420K 0.3% 97

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

Laidlaw Wealth Management's BABA Position: Q1 2026 in Review

Laidlaw Wealth Management reduced its Alibaba (BABA) stake by 4.4% in Q1 2026, selling an estimated $67K and leaving 9,646 shares worth $1.21M. The position accounts for 4.2% of the portfolio, ranked #7.

Laidlaw Wealth Management first reported a position in BABA in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.7M in Q3 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Laidlaw Wealth Management held 9,646 shares of Alibaba worth $1.21M as of Q1 2026.
  • Laidlaw Wealth Management sold 446 Alibaba shares in Q1 2026, an estimated $67K.
  • Alibaba made up 4.2% of Laidlaw Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Laidlaw Wealth Management first reported a position in Alibaba in Q4 2019 and has held it in 18 quarters since.
  • Laidlaw Wealth Management's Alibaba position peaked at $1.7M in Q3 2025.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.