Anchor Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Anchor Investment Management’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	-4,070	Closed	-$46.7K	–	1082
2025 Q2	$46.7K	Sell	4,070 -138	-3%	-$1.54K	﹤0.01%	591
2025 Q1	$47K	Sell	4,208 -4,881	-54%	-$53K	﹤0.01%	578
2024 Q4	$84.8K	Buy	9,089 +691	+8%	+$6.42K	0.01%	494
2024 Q3	$75.2K	Sell	8,398 -1,471	-15%	-$15.1K	0.01%	516
2024 Q2	$119K	Sell	9,869 -2,879	-23%	-$48.8K	0.01%	416
2024 Q1	$277K	Sell	12,748 -70,992	-85%	-$1.58M	0.03%	311
2023 Q4	$2.19M	Buy	83,740 +2,526	+3%	+$56.5K	0.25%	104
2023 Q3	$1.81M	Buy	81,214 +4,539	+6%	+$121K	0.24%	107
2023 Q2	$2.18M	Buy	76,675 +22,599	+42%	+$736K	0.28%	103
2023 Q1	$1.87M	Buy	54,076 +5,380	+11%	+$191K	0.25%	106
2022 Q4	$1.82M	Buy	48,696 +337	+0.7%	+$12.7K	0.26%	109
2022 Q3	$1.52M	Buy	48,359 +1,469	+3%	+$54.4K	0.24%	111
2022 Q2	$1.78M	Buy	46,890 +1,788	+4%	+$76.9K	0.26%	100
2022 Q1	$2.02M	Buy	45,102 +10,099	+29%	+$497K	0.25%	103
2021 Q4	$1.83M	Sell	35,003 -506	-1%	-$24.5K	0.23%	108
2021 Q3	$1.67M	Buy	35,509 +3,034	+9%	+$146K	0.23%	104
2021 Q2	$1.71M	Buy	32,475 +1,057	+3%	+$56.9K	0.24%	105
2021 Q1	$1.72M	Buy	31,418 +13,670	+77%	+$676K	0.26%	98
2020 Q4	$708K	Sell	17,748 -3,447	-16%	-$134K	0.13%	154
2020 Q3	$761K	Sell	21,195 -8,464	-29%	-$331K	0.15%	140
2020 Q2	$1.26M	Sell	29,659 -3,236	-10%	-$137K	0.28%	98
2020 Q1	$1.5M	Sell	32,895 -3,951	-11%	-$201K	0.39%	74
2019 Q4	$2.17M	Sell	36,846 -3,591	-9%	-$207K	0.46%	67
2019 Q3	$2.24M	Buy	40,437 +204	+0.5%	+$10.9K	0.51%	58
2019 Q2	$2.2M	Buy	40,233 +1,187	+3%	+$63.1K	0.52%	56
2019 Q1	$2.47M	Buy	39,046 +6,750	+21%	+$461K	0.62%	43
2018 Q4	$2.21M	Sell	32,296 -739	-2%	-$57.3K	0.63%	45
2018 Q3	$2.41M	Sell	33,035 -287	-0.9%	-$19.5K	0.55%	48
2018 Q2	$2M	Buy	33,322 +5,036	+18%	+$324K	0.49%	56
2018 Q1	$1.85M	Buy	28,286 +12,415	+78%	+$887K	0.48%	56
2017 Q4	$1.15M	Sell	15,871 -1,282	-7%	-$90.3K	0.31%	96
2017 Q3	$1.32M	Buy	17,153 +816	+5%	+$65.4K	0.39%	75
2017 Q2	$1.28M	Buy	16,337 +440	+3%	+$36.2K	0.42%	72
2017 Q1	$1.32M	Sell	15,897 -55	-0.3%	-$4.61K	0.45%	67
2016 Q4	$1.32M	Buy	15,952 +700	+5%	+$57.9K	0.49%	62
2016 Q3	$1.23M	Buy	15,252 +272	+2%	+$22.2K	0.48%	64
2016 Q2	$1.25M	Hold	14,980	–	–	0.49%	61
2016 Q1	$1.26M	Buy	+14,980	New	+$1.2M	0.52%	59

Other funds holding WBA

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Anchor Investment Management's WBA Position: Q3 2025 in Review

Anchor Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 4,070 shares — an estimated $46.7K sold.

Anchor Investment Management first reported a position in WBA in Q1 2016 and held it in 38 quarters. The position peaked at $2.47M in Q1 2019. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Anchor Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Anchor Investment Management sold 4,070 Walgreens Boots Alliance shares in Q3 2025, an estimated $46.7K.
Anchor Investment Management first reported a position in Walgreens Boots Alliance in Q1 2016 and held it in 38 quarters.
Anchor Investment Management's Walgreens Boots Alliance position peaked at $2.47M in Q1 2019.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Anchor Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.