AIA
WBA

AIMZ Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

AIMZ Investment Advisors’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41,921
Closed -$481K – 131
2025
Q2 		$481K Sell
41,921
-503
-1% -$5.6K 0.16% 90
2025
Q1 		$474K Sell
42,424
-383
-0.9% -$4.16K 0.17% 91
2024
Q4 		$399K Sell
42,807
-10,974
-20% -$102K 0.14% 96
2024
Q3 		$482K Sell
53,781
-3,941
-7% -$40.5K 0.16% 86
2024
Q2 		$698K Sell
57,722
-1,327
-2% -$22.5K 0.25% 73
2024
Q1 		$1.28M Sell
59,049
-1,833
-3% -$40.7K 0.48% 61
2023
Q4 		$1.59M Sell
60,882
-15,645
-20% -$350K 0.64% 52
2023
Q3 		$1.7M Sell
76,527
-903
-1% -$24K 0.76% 43
2023
Q2 		$2.21M Buy
77,430
+3,921
+5% +$128K 0.95% 38
2023
Q1 		$2.54M Sell
73,509
-981
-1% -$34.8K 1.14% 34
2022
Q4 		$2.78M Sell
74,490
-1,797
-2% -$67.6K 1.31% 27
2022
Q3 		$2.4M Sell
76,287
-312
-0.4% -$11.6K 1.21% 29
2022
Q2 		$2.9M Buy
76,599
+1,902
+3% +$81.8K 1.39% 24
2022
Q1 		$3.34M Sell
74,697
-2,387
-3% -$117K 1.37% 25
2021
Q4 		$4.02M Buy
77,084
+1,763
+2% +$85.4K 1.57% 16
2021
Q3 		$3.54M Sell
75,321
-568
-0.7% -$27.4K 1.6% 17
2021
Q2 		$3.99M Buy
75,889
+11
+0% +$592 1.79% 15
2021
Q1 		$4.17M Sell
75,878
-299
-0.4% -$14.8K 2.04% 13
2020
Q4 		$3.04M Buy
76,177
+1,850
+2% +$71.7K 1.59% 20
2020
Q3 		$2.67M Sell
74,327
-1,720
-2% -$67.2K 1.6% 20
2020
Q2 		$3.22M Buy
76,047
+7,782
+11% +$330K 2.09% 15
2020
Q1 		$3.12M Buy
68,265
+44,240
+184% +$2.25M 2.43% 10
2019
Q4 		$1.42M Sell
24,025
-296
-1% -$17.1K 0.92% 43
2019
Q3 		$1.34M Sell
24,321
-65
-0.3% -$3.48K 0.93% 41
2019
Q2 		$1.33M Buy
24,386
+4
+0% +$213 0.92% 41
2019
Q1 		$1.54M Buy
24,382
+4
+0% +$273 1.06% 34
2018
Q4 		$1.67M Sell
24,378
-198
-0.8% -$15.4K 1.29% 34
2018
Q3 		$1.79M Buy
24,576
+3
+0% +$204 1.15% 33
2018
Q2 		$1.48M Sell
24,573
-96
-0.4% -$6.18K 1.04% 36
2018
Q1 		$1.61M Buy
24,669
+2
+0% +$143 1.17% 32
2017
Q4 		$1.79M Sell
24,667
-247
-1% -$17.4K 1.35% 30
2017
Q3 		$1.92M Sell
24,914
-248
-1% -$19.9K 1.58% 19
2017
Q2 		$1.97M Buy
25,162
+2
+0% +$165 1.66% 18
2017
Q1 		$2.09M Sell
25,160
-297
-1% -$24.9K 1.76% 17
2016
Q4 		$2.11M Sell
25,457
-648
-2% -$53.6K 1.88% 16
2016
Q3 		$2.1M Sell
26,105
-98
-0.4% -$7.99K 1.88% 17
2016
Q2 		$2.18M Sell
26,203
-28,227
-52% -$2.28M 2% 13
2016
Q1 		$4.6M Buy
54,430
+27,646
+103% +$2.21M 2.02% 16
2015
Q4 		$2.28M Sell
26,784
-198
-0.7% -$16.8K 2.08% 15
2015
Q3 		$2.24M Sell
26,982
-748
-3% -$67.6K 2.06% 15
2015
Q2 		$2.34M Sell
27,730
-199
-0.7% -$17.2K 2.03% 16
2015
Q1 		$2.37M Sell
27,929
-698
-2% -$55.6K 2.02% 16
2014
Q4 		$2.18M Buy
+28,627
New +$1.91M 1.94% 16

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

AIMZ Investment Advisors's WBA Position: Q3 2025 in Review

AIMZ Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 41,921 shares — an estimated $481K sold.

AIMZ Investment Advisors first reported a position in WBA in Q4 2014 and held it in 43 quarters. The position peaked at $4.6M in Q1 2016. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • AIMZ Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • AIMZ Investment Advisors sold 41,921 Walgreens Boots Alliance shares in Q3 2025, an estimated $481K.
  • AIMZ Investment Advisors first reported a position in Walgreens Boots Alliance in Q4 2014 and held it in 43 quarters.
  • AIMZ Investment Advisors's Walgreens Boots Alliance position peaked at $4.6M in Q1 2016.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on AIMZ Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.