LPL Financial’s Alibaba BABA Stock Holding History

LPL Financial’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	$7.36M	Buy	58,700 +42,200	+256%	+$6.34M	﹤0.01%	2270
2025 Q4	$2.42M	Buy	16,500 +8,900	+117%	+$1.45M	﹤0.01%	3216
2025 Q3	$1.36M	Sell	7,600 -1,900	-20%	-$249K	﹤0.01%	3695
2025 Q2	$1.08M	Sell	9,500 -8,100	-46%	-$959K	﹤0.01%	3683
2025 Q1	$2.33M	Buy	17,600 +4,300	+32%	+$496K	﹤0.01%	2809
2024 Q4	$1.13M	Buy	13,300 +2,200	+20%	+$208K	﹤0.01%	3397
2024 Q3	$1.18M	Buy	+11,100	New	+$908K	﹤0.01%	3237
2024 Q1	–	Sell	-3,400	Closed	-$264K	–	4923
2023 Q4	$264K	Buy	+3,400	New	+$271K	﹤0.01%	4196
2021 Q1	–	Sell	-1,200	Closed	-$279K	–	4083
2020 Q4	$279K	Hold	1,200	–	–	﹤0.01%	3261
2020 Q3	$353K	Sell	1,200 -2,000	-63%	-$527K	﹤0.01%	2777
2020 Q2	$690K	Buy	3,200 +1,200	+60%	+$250K	﹤0.01%	2119
2020 Q1	$389K	Buy	+2,000	New	+$417K	﹤0.01%	2280
2018 Q3	–	Sell	-8,800	Closed	-$1.63M	–	3235
2018 Q2	$1.63M	Sell	8,800 -1,400	-14%	-$267K	﹤0.01%	1266
2018 Q1	$1.87M	Buy	+10,200	New	+$1.92M	0.01%	1155

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

LPL Financial's BABA Position: Q1 2026 in Review

LPL Financial increased its Alibaba (BABA) stake by 16% in Q1 2026, buying an estimated $15.3M and bringing the position to 737,233 shares worth $92.5M. The position accounts for 0.02% of the portfolio, ranked #621.

LPL Financial first reported a position in BABA in Q3 2014 and has held it in 47 quarters since. The position peaked at $121M in Q3 2020. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

LPL Financial held 737,233 shares of Alibaba worth $92.5M as of Q1 2026.
LPL Financial bought 102,054 Alibaba shares in Q1 2026, an estimated $15.3M.
Alibaba made up 0.02% of LPL Financial's portfolio in Q1 2026, its #621 holding.
LPL Financial first reported a position in Alibaba in Q3 2014 and has held it in 47 quarters since.
LPL Financial's Alibaba position peaked at $121M in Q3 2020.
1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.