LPL Financial’s Walgreens Boots Alliance WBA Stock Holding History

LPL Financial’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 Q2	–	Sell	-400	Closed	-$868K	–	5151
2024 Q1	$868K	Sell	400 -23,200	-98%	-$515K	﹤0.01%	3315
2023 Q4	$616K	Sell	23,600 -16,400	-41%	-$367K	﹤0.01%	3498
2023 Q3	$890K	Buy	+40,000	New	+$1.06M	﹤0.01%	2992

Other funds holding WBA

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

LPL Financial's WBA Position: Q3 2025 in Review

LPL Financial sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 381,629 shares — an estimated $4.38M sold.

LPL Financial first reported a position in WBA in Q2 2013 and held it in 48 quarters. The position peaked at $49.9M in Q1 2016. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

LPL Financial reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 381,629 Walgreens Boots Alliance shares in Q3 2025, an estimated $4.38M.
LPL Financial first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 48 quarters.
LPL Financial's Walgreens Boots Alliance position peaked at $49.9M in Q1 2016.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.