LWMI
WBA

Legacy Wealth Management (Idaho)’s Walgreens Boots Alliance WBA Stock Holding History

Legacy Wealth Management (Idaho)’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
-275
Closed -$3.16K – 829
2025
Q2 		$3.16K Hold
275
– – ﹤0.01% 452
2025
Q1 		$3.07K Hold
275
– – ﹤0.01% 478
2024
Q4 		$2.78K Hold
275
– – ﹤0.01% 461
2024
Q3 		$2.48K Buy
+275
New +$2.83K ﹤0.01% 463

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 $4.1M AUM 0.16% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WBA Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 275 shares — an estimated $3.16K sold.

Legacy Wealth Management (Idaho) first reported a position in WBA in Q3 2024 and held it in 4 quarters. The position peaked at $3.16K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 275 Walgreens Boots Alliance shares in Q3 2025, an estimated $3.16K.
  • Legacy Wealth Management (Idaho) first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Walgreens Boots Alliance position peaked at $3.16K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.