LCM
WBA

LCM Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

LCM Capital 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
2024
Q4 		– Sell
-10,689
Closed -$95.8K – 101
2024
Q3 		$95.8K Sell
10,689
-106
-1% -$1.09K 0.06% 94
2024
Q2 		$131K Buy
+10,795
New +$183K 0.08% 88
2022
Q2 		– Sell
-4,869
Closed -$218K – 96
2022
Q1 		$218K Buy
4,869
+184
+4% +$9.05K 0.18% 85
2021
Q4 		$244K Buy
4,685
+153
+3% +$7.41K 0.19% 77
2021
Q3 		$213K Sell
4,532
-70
-2% -$3.38K 0.18% 81
2021
Q2 		$242K Sell
4,602
-2
-0% -$108 0.2% 72
2021
Q1 		$253K Sell
4,604
-1,514
-25% -$74.8K 0.23% 68
2020
Q4 		$245K Buy
+6,118
New +$237K 0.23% 64

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LCM Capital Management's WBA Position: Q4 2024 in Review

LCM Capital Management sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 10,689 shares — an estimated $95.8K sold.

LCM Capital Management first reported a position in WBA in Q4 2020 and held it in 8 quarters. The position peaked at $253K in Q1 2021. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • LCM Capital Management reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • LCM Capital Management sold 10,689 Walgreens Boots Alliance shares in Q4 2024, an estimated $95.8K.
  • LCM Capital Management first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 8 quarters.
  • LCM Capital Management's Walgreens Boots Alliance position peaked at $253K in Q1 2021.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on LCM Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.