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Marcum Wealth’s Alibaba BABA Stock Holding History

Marcum Wealth’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
2025
Q1 		$363K Buy
2,745
+86
+3% +$9.92K 0.03% 252
2024
Q4 		$225K Buy
2,659
+53
+2% +$5.01K 0.02% 339
2024
Q3 		$277K Buy
+2,606
New +$213K 0.03% 304
2024
Q1 		– Sell
-2,764
Closed -$214K – 399
2023
Q4 		$214K Sell
2,764
-49
-2% -$3.9K 0.02% 325
2023
Q3 		$244K Buy
+2,813
New +$257K 0.03% 282

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Marcum Wealth's BABA Position: Q1 2025 in Review

Marcum Wealth increased its Alibaba (BABA) stake by 3.2% in Q1 2025, buying an estimated $9.92K and bringing the position to 2,745 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #252.

Marcum Wealth first reported a position in BABA in Q3 2023 and has held it in 5 quarters since. 1,399 funds tracked by Wall St. Rank hold BABA as of Q1 2025.

  • Marcum Wealth held 2,745 shares of Alibaba worth $363K as of Q1 2025.
  • Marcum Wealth bought 86 Alibaba shares in Q1 2025, an estimated $9.92K.
  • Alibaba made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #252 holding.
  • Marcum Wealth first reported a position in Alibaba in Q3 2023 and has held it in 5 quarters since.
  • 1,399 funds tracked by Wall St. Rank held Alibaba as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.