Lake Hills Wealth Management’s Alibaba BABA Stock Holding History

Lake Hills 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	–	Sell	-1,914	Closed	-$281K	–	64
2025 Q4	$281K	Sell	1,914 -1,481	-44%	-$241K	0.15%	49
2025 Q3	$607K	Sell	3,395 -1,691	-33%	-$222K	0.32%	24
2025 Q2	$577K	Buy	5,086 +2,086	+70%	+$247K	0.33%	28
2025 Q1	$397K	Sell	3,000 -2,295	-43%	-$265K	0.27%	32
2024 Q4	$449K	Sell	5,295 -126	-2%	-$11.9K	0.31%	42
2024 Q3	$575K	Sell	5,421 -411	-7%	-$33.6K	0.39%	37
2024 Q2	$420K	Sell	5,832 -18	-0.3%	-$1.38K	0.3%	36
2024 Q1	$423K	Buy	5,850 +2,719	+87%	+$199K	0.38%	35
2023 Q4	$243K	Buy	+3,131	New	+$249K	0.24%	33

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B 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 $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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 $761B AUM 31.28% 1-Year Est. Return

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