PJWM
WBA

Philip James Wealth Mangement’s Walgreens Boots Alliance WBA Stock Holding History

Philip James Wealth Mangement’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
-14,050
Closed -$161K – 194
2025
Q2 		$161K Sell
14,050
-2,732
-16% -$30.4K 0.02% 168
2025
Q1 		$187K Sell
16,782
-565,281
-97% -$6.14M 0.02% 165
2024
Q4 		$5.43M Sell
582,063
-4,058
-0.7% -$37.7K 0.7% 33
2024
Q3 		$5.25M Buy
+586,121
New +$6.03M 0.64% 37

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

Philip James Wealth Mangement's WBA Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 14,050 shares — an estimated $161K sold.

Philip James Wealth Mangement first reported a position in WBA in Q3 2024 and held it in 4 quarters. The position peaked at $5.43M in Q4 2024. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Philip James Wealth Mangement reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 14,050 Walgreens Boots Alliance shares in Q3 2025, an estimated $161K.
  • Philip James Wealth Mangement first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 4 quarters.
  • Philip James Wealth Mangement's Walgreens Boots Alliance position peaked at $5.43M in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.