F/M Investments’s Walgreens Boots Alliance WBA Stock Holding History

F/M Investments’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 Q1	–	Sell	-14,503	Closed	-$135K	–	416
2024 Q4	$135K	Sell	14,503 -25,248	-64%	-$234K	0.01%	397
2024 Q3	$356K	Sell	39,751 -19,874	-33%	-$204K	0.01%	302
2024 Q2	$721K	Buy	+59,625	New	+$1.01M	0.03%	269

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

F/M Investments's WBA Position: Q1 2025 in Review

F/M Investments sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 14,503 shares — an estimated $135K sold.

F/M Investments first reported a position in WBA in Q2 2024 and held it in 3 quarters. The position peaked at $721K in Q2 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

F/M Investments reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
F/M Investments sold 14,503 Walgreens Boots Alliance shares in Q1 2025, an estimated $135K.
F/M Investments first reported a position in Walgreens Boots Alliance in Q2 2024 and held it in 3 quarters.
F/M Investments's Walgreens Boots Alliance position peaked at $721K in Q2 2024.
852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on F/M Investments's 13F filing for Q1 2025, filed 14 May 2025.