LI
WBA

LRI Investments’s Walgreens Boots Alliance WBA Stock Holding History

LRI Investments’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
-1,635
Closed -$18.8K – 1367
2025
Q2 		$18.8K Hold
1,635
– – ﹤0.01% 726
2025
Q1 		$18.3K Sell
1,635
-5,636
-78% -$61.2K ﹤0.01% 692
2024
Q4 		$67.8K Hold
7,271
– – 0.01% 483
2024
Q3 		$64.1K Buy
7,271
+605
+9% +$6.22K 0.01% 481
2024
Q2 		$80.6K Hold
6,666
– – 0.01% 418
2024
Q1 		$145K Buy
+6,666
New +$148K 0.04% 157

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

LRI Investments's WBA Position: Q3 2025 in Review

LRI Investments sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1,635 shares — an estimated $18.8K sold.

LRI Investments first reported a position in WBA in Q1 2024 and held it in 6 quarters. The position peaked at $145K in Q1 2024. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • LRI Investments reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 1,635 Walgreens Boots Alliance shares in Q3 2025, an estimated $18.8K.
  • LRI Investments first reported a position in Walgreens Boots Alliance in Q1 2024 and held it in 6 quarters.
  • LRI Investments's Walgreens Boots Alliance position peaked at $145K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.