SF
BABA icon

Summit Financial’s Alibaba BABA Stock Holding History

Summit 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 		$1.82M Sell
14,503
-1,607
-10% -$242K 0.02% 604
2025
Q4 		$2.36M Sell
16,110
-19
-0.1% -$3.09K 0.03% 449
2025
Q3 		$2.88M Buy
16,129
+11,518
+250% +$1.51M 0.04% 385
2025
Q2 		$532K Sell
4,611
-1,331
-22% -$158K 0.01% 563
2025
Q1 		$786K Sell
5,942
-333
-5% -$38.4K 0.02% 418
2024
Q4 		$532K Buy
6,275
+413
+7% +$39K 0.02% 441
2024
Q3 		$622K Buy
5,862
+1,550
+36% +$127K 0.02% 339
2024
Q2 		$316K Buy
+4,312
New +$331K 0.01% 408
2024
Q1 		– Sell
-2,589
Closed -$203K – 388
2023
Q4 		$203K Buy
+2,589
New +$206K 0.01% 343
2023
Q2 		– Sell
-2,191
Closed -$224K – 323
2023
Q1 		$224K Sell
2,191
-215
-9% -$21.5K 0.02% 233
2022
Q4 		$212K Sell
2,406
-601
-20% -$47.4K 0.02% 234
2022
Q3 		$241K Buy
3,007
+493
+20% +$47K 0.02% 223
2022
Q2 		$286K Buy
2,514
+94
+4% +$9.22K 0.03% 204
2022
Q1 		$263K Buy
2,420
+309
+15% +$35.6K 0.02% 223
2021
Q4 		$251K Buy
+2,111
New +$307K 0.02% 222

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

Summit Financial's BABA Position: Q1 2026 in Review

Summit Financial reduced its Alibaba (BABA) stake by 10% in Q1 2026, selling an estimated $242K and leaving 14,503 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #604.

Summit Financial first reported a position in BABA in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.88M in Q3 2025. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Summit Financial held 14,503 shares of Alibaba worth $1.82M as of Q1 2026.
  • Summit Financial sold 1,607 Alibaba shares in Q1 2026, an estimated $242K.
  • Alibaba made up 0.02% of Summit Financial's portfolio in Q1 2026, its #604 holding.
  • Summit Financial first reported a position in Alibaba in Q4 2021 and has held it in 15 quarters since.
  • Summit Financial's Alibaba position peaked at $2.88M in Q3 2025.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.