BABA β€” ALIBABA GROUP HLDG LTD

Ownership history in Whitaker-Myers Wealth Managers, LTD.  Β·  4 quarters on record

AI Ownership Summary

Whitaker-Myers Wealth Managers, LTD. reported ALIBABA GROUP HLDG LTD (BABA) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows BABA at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BABA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitaker-Myers Wealth Managers, LTD.'s position in ALIBABA GROUP HLDG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BABA was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitaker-Myers Wealth Managers, LTD. held BABA β€” position size vs. price
% of Fund (quarterly)    BABA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,881 +4,317 +45.1% 0.35% $1.7M 2026-04-09 $127.68
2025 Q4 ADDED 9,564 +4,696 +96.5% 0.29% $1.4M 2026-01-22 $177.18
2025 Q3 ADDED 4,868 +1,793 +58.3% 0.19% $870K 2025-10-16 $165.09
2024 Q4 INITIATED 3,075 β€” β€” 0.08% $261K 2025-01-15 $81.07

FAQ About Whitaker-Myers Wealth Managers, LTD. and BABA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitaker-Myers Wealth Managers, LTD. reported owning BABA?

Whitaker-Myers Wealth Managers, LTD. reported BABA across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BABA position in Whitaker-Myers Wealth Managers, LTD.'s portfolio?

The largest reported portfolio weight for BABA was 0.35% in 2026 Q1.

What is the latest reported BABA position on this page?

The most recent filing on this page is 2026 Q1, when Whitaker-Myers Wealth Managers, LTD. reported 13,881 shares, equal to 0.35% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BABA ownership page compare?

The chart compares Whitaker-Myers Wealth Managers, LTD.'s quarterly BABA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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