FFM
WBA

Forum Financial Management’s Walgreens Boots Alliance WBA Stock Holding History

Forum Financial 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
-16,875
Closed -$194K – 1058
2025
Q2 		$194K Hold
16,875
– – ﹤0.01% 912
2025
Q1 		$188K Sell
16,875
-2,850
-14% -$30.9K ﹤0.01% 829
2024
Q4 		$184K Buy
19,725
+8,206
+71% +$76.2K ﹤0.01% 858
2024
Q3 		$103K Buy
+11,519
New +$119K ﹤0.01% 753
2024
Q2 		– Sell
-9,340
Closed -$203K – 773
2024
Q1 		$203K Sell
9,340
-1,646
-15% -$36.6K ﹤0.01% 702
2023
Q4 		$287K Sell
10,986
-5,240
-32% -$117K 0.01% 474
2023
Q3 		$361K Sell
16,226
-3,385
-17% -$90K 0.01% 361
2023
Q2 		$559K Buy
19,611
+3,210
+20% +$105K 0.01% 271
2023
Q1 		$567K Buy
16,401
+2,826
+21% +$100K 0.02% 238
2022
Q4 		$507K Buy
13,575
+2,976
+28% +$112K 0.02% 251
2022
Q3 		$333K Sell
10,599
-8,381
-44% -$310K 0.02% 313
2022
Q2 		$719K Sell
18,980
-1,011
-5% -$43.5K 0.04% 162
2022
Q1 		$895K Buy
19,991
+146
+0.7% +$7.18K 0.04% 143
2021
Q4 		$1.03M Buy
+19,845
New +$961K 0.05% 123

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 $2.89M AUM 12.57% 1-Year Est. Return

Forum Financial Management's WBA Position: Q3 2025 in Review

Forum Financial Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 16,875 shares — an estimated $194K sold.

Forum Financial Management first reported a position in WBA in Q4 2021 and held it in 14 quarters. The position peaked at $1.03M in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Forum Financial Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 16,875 Walgreens Boots Alliance shares in Q3 2025, an estimated $194K.
  • Forum Financial Management first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Walgreens Boots Alliance position peaked at $1.03M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.