IHWM
WBA

Iron Horse Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Iron Horse Wealth 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
Q1 		– Sell
-2,100
Closed -$19.6K – 645
2024
Q4 		$19.6K Hold
2,100
– – 0.01% 184
2024
Q3 		$18.8K Hold
2,100
– – 0.01% 185
2024
Q2 		$25.4K Buy
2,100
+1,300
+163% +$22K 0.01% 145
2024
Q1 		$17.4K Hold
800
– – 0.01% 145
2023
Q4 		$20.9K Hold
800
– – 0.01% 120
2023
Q3 		$17.8K Hold
800
– – 0.01% 124
2023
Q2 		$22.8K Buy
800
+200
+33% +$6.52K 0.01% 101
2023
Q1 		$20.7K Hold
600
– – 0.01% 103
2022
Q4 		$22K Buy
600
+100
+20% +$3.76K 0.01% 99
2022
Q3 		$16K Sell
500
-235
-32% -$8.71K 0.02% 74
2022
Q2 		$28K Buy
735
+100
+16% +$4.3K 0.02% 86
2022
Q1 		$28K Buy
635
+228
+56% +$11.2K 0.02% 95
2021
Q4 		$21K Buy
+407
New +$19.7K 0.01% 100

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
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
Norges Bank Oslo, Norway $935B AUM

Iron Horse Wealth Management's WBA Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 2,100 shares — an estimated $19.6K sold.

Iron Horse Wealth Management first reported a position in WBA in Q4 2021 and held it in 13 quarters. The position peaked at $28K in Q2 2022. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 2,100 Walgreens Boots Alliance shares in Q1 2025, an estimated $19.6K.
  • Iron Horse Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 13 quarters.
  • Iron Horse Wealth Management's Walgreens Boots Alliance position peaked at $28K in Q2 2022.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.