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Wallace Advisory Group’s JD.com JD Stock Holding History

Wallace Advisory Group’s Portfolio JD Stock Details JD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$623K Buy
21,058
+133
+0.6% +$3.76K 0.67% 31
2025
Q4 		$601K Sell
20,925
-200
-0.9% -$6.25K 0.63% 35
2025
Q3 		$690K Sell
21,125
-7,207
-25% -$235K 0.55% 42
2025
Q2 		$1.17M Buy
28,332
+651
+2% +$22.2K 0.85% 32
2025
Q1 		$960K Buy
27,681
+249
+0.9% +$9.99K 0.66% 36
2024
Q4 		$1.1M Sell
27,432
-1,937
-7% -$75K 0.76% 30
2024
Q3 		$759K Hold
29,369
– – 0.56% 43
2024
Q2 		$759K Buy
29,369
+2,652
+10% +$77.8K 0.55% 43
2024
Q1 		$772K Buy
26,717
+840
+3% +$20.6K 0.58% 44
2023
Q4 		$754K Buy
25,877
+11,199
+76% +$303K 0.59% 39
2023
Q3 		$501K Buy
14,678
+7,992
+120% +$278K 0.36% 72
2023
Q2 		$293K Hold
6,686
– – 0.22% 115
2023
Q1 		$293K Buy
6,686
+83
+1% +$4.29K 0.22% 115
2022
Q4 		$371K Buy
+6,603
New +$332K 0.29% 97

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Wallace Advisory Group's JD Position: Q1 2026 in Review

Wallace Advisory Group increased its JD.com (JD) stake by 0.64% in Q1 2026, buying an estimated $3.76K and bringing the position to 21,058 shares worth $623K. The position accounts for 0.67% of the portfolio, ranked #31.

Wallace Advisory Group first reported a position in JD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q2 2025. 408 funds tracked by Wall St. Rank hold JD as of Q1 2026.

  • Wallace Advisory Group held 21,058 shares of JD.com worth $623K as of Q1 2026.
  • Wallace Advisory Group bought 133 JD.com shares in Q1 2026, an estimated $3.76K.
  • JD.com made up 0.67% of Wallace Advisory Group's portfolio in Q1 2026, its #31 holding.
  • Wallace Advisory Group first reported a position in JD.com in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's JD.com position peaked at $1.17M in Q2 2025.
  • 408 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.