Position in BABA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,720,640
-$3,685,343 QoQ
Shares Held
278,398
+14.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#127
of 1,215 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Derivatives in BABA
reported options exposure · as of Jun 30, 2021CallValue
$46,000
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Capital Wealth Planning, LLC holds $87,733,534 across 2 Internet Retail names. BABA ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
255,991 | $61,012,894 | |
| 2 | BABA |
Alibaba Group Holding Ltd
This page
|
278,398 | $26,720,640 |
All Filings in BABA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,720,640 | 278,398 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $30,405,983 | 242,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,723,554 | 189,136 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,022,384 | 134,406 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $6,062,331 | 53,455 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,979,803 | 22,535 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $4,500,314 | 53,076 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $4,856,900 | 45,768 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,306,160 | 32,030 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $1,636,421 | 22,615 | Shares | Other | 2024-05-07 | |
| 2021-09-30 | $532,980 | 3,600 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $46,000 | 2,000 | Call | Sole | 2021-08-03 | |
| 2021-06-30 | $204,102 | 900 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $29,000 | 1,000 | Call | Sole | 2021-04-19 | |
| 2021-03-31 | $804,891 | 3,550 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,163,650 | 5,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $235,184 | 800 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $372,429 | 1,915 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||