Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Walgreens Boots Alliance WBA Stock Holding History

Carson Wealth (CWM LLC)’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
-89,300
Closed -$1.02M – 5575
2025
Q2 		$1.02M Sell
89,300
-13,632
-13% -$152K ﹤0.01% 1233
2025
Q1 		$1.15M Buy
102,932
+55,831
+119% +$606K ﹤0.01% 1059
2024
Q4 		$439K Buy
47,101
+940
+2% +$8.73K ﹤0.01% 1433
2024
Q3 		$414K Buy
46,161
+17,980
+64% +$185K ﹤0.01% 1402
2024
Q2 		$341K Sell
28,181
-4,216
-13% -$71.5K ﹤0.01% 1336
2024
Q1 		$703K Buy
32,397
+1,138
+4% +$25.3K ﹤0.01% 998
2023
Q4 		$816K Sell
31,259
-2,134
-6% -$47.7K ﹤0.01% 891
2023
Q3 		$743K Buy
33,393
+11,602
+53% +$308K ﹤0.01% 849
2023
Q2 		$621K Sell
21,791
-3,103
-12% -$101K ﹤0.01% 871
2023
Q1 		$861K Sell
24,894
-1,058
-4% -$37.5K 0.01% 704
2022
Q4 		$970K Buy
25,952
+1,763
+7% +$66.3K 0.01% 627
2022
Q3 		$760K Buy
24,189
+306
+1% +$11.3K 0.01% 626
2022
Q2 		$905K Buy
23,883
+2,955
+14% +$127K 0.01% 584
2022
Q1 		$937K Buy
20,928
+1,896
+10% +$93.2K 0.01% 578
2021
Q4 		$993K Buy
+19,032
New +$922K 0.01% 577
2021
Q2 		$854K Hold
16,230
– – 0.01% 592
2021
Q1 		$854K Hold
16,230
– – 0.01% 592
2020
Q4 		$854K Hold
16,230
– – 0.01% 592
2020
Q3 		$854K Hold
16,230
– – 0.01% 592
2020
Q2 		$854K Hold
16,230
– – 0.01% 592
2020
Q1 		$854K Hold
16,230
– – 0.01% 592
2019
Q4 		$854K Hold
16,230
– – 0.01% 592
2019
Q3 		$854K Hold
16,230
– – 0.01% 592
2019
Q2 		$854K Hold
16,230
– – 0.01% 592
2019
Q1 		$854K Buy
16,230
+10,091
+164% +$689K 0.01% 592
2018
Q4 		$419K Sell
6,139
-1,155
-16% -$89.6K 0.01% 479
2018
Q3 		$532K Buy
7,294
+1,624
+29% +$110K 0.01% 379
2018
Q2 		$340K Sell
5,670
-99
-2% -$6.37K 0.01% 365
2018
Q1 		$378K Hold
5,769
– – 0.02% 307
2017
Q4 		$419K Buy
5,769
+101
+2% +$7.11K 0.02% 277
2017
Q3 		$438K Buy
5,668
+1,659
+41% +$133K 0.02% 261
2017
Q2 		$314K Buy
4,009
+9
+0.2% +$741 0.02% 271
2017
Q1 		$332K Sell
4,000
-113
-3% -$9.48K 0.02% 256
2016
Q4 		$340K Buy
4,113
+4,013
+4,013% +$332K 0.02% 231
2016
Q3 		$8K Buy
+100
New +$8.15K ﹤0.01% 756
2014
Q1 		– Sell
-1,140
Closed -$66K – 491
2013
Q4 		$66K Buy
1,140
+333
+41% +$19.4K 0.01% 236
2013
Q3 		$43K Buy
+807
New +$40.6K 0.01% 197

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $2.21B AUM 22.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WBA Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 89,300 shares — an estimated $1.02M sold.

Carson Wealth (CWM LLC) first reported a position in WBA in Q3 2013 and held it in 37 quarters. The position peaked at $1.15M in Q1 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 89,300 Walgreens Boots Alliance shares in Q3 2025, an estimated $1.02M.
  • Carson Wealth (CWM LLC) first reported a position in Walgreens Boots Alliance in Q3 2013 and held it in 37 quarters.
  • Carson Wealth (CWM LLC)'s Walgreens Boots Alliance position peaked at $1.15M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.