TA
WBA

TCM Advisors’s Walgreens Boots Alliance WBA Stock Holding History

TCM Advisors’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
Q1 		– Hold
0
– – – 54
2024
Q4 		– Hold
0
– – – 61
2024
Q3 		– Hold
0
– – – 61
2024
Q2 		– Hold
0
– – – 58
2024
Q1 		– Hold
0
– – – 52
2023
Q4 		– Hold
0
– – – 45
2023
Q3 		– Hold
0
– – – 45
2023
Q2 		– Hold
0
– – – 46
2023
Q1 		– Hold
0
– – – 29
2022
Q4 		– Hold
0
– – – 27
2022
Q3 		– Hold
0
– – – 35
2022
Q2 		– Hold
0
– – – 34
2022
Q1 		– Sell
-24,900
Closed -$1.22M – 33
2021
Q4 		$1.28M Buy
+24,900
New +$1.21M 1.13% 26

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TCM Advisors's WBA Position: Q1 2025 in Review

TCM Advisors held its Walgreens Boots Alliance (WBA) position steady in Q1 2025 at 0 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #54.

TCM Advisors first reported a position in WBA in Q4 2021 and has held it in 1 quarter since. The position peaked at $1.28M in Q4 2021. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • TCM Advisors held 0 shares of Walgreens Boots Alliance worth $649K as of Q1 2025.
  • TCM Advisors left its Walgreens Boots Alliance share count unchanged in Q1 2025.
  • Walgreens Boots Alliance made up 0.06% of TCM Advisors's portfolio in Q1 2025, its #54 holding.
  • TCM Advisors first reported a position in Walgreens Boots Alliance in Q4 2021 and has held it in 1 quarter since.
  • TCM Advisors's Walgreens Boots Alliance position peaked at $1.28M in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on TCM Advisors's 13F filing for Q1 2025, filed 14 May 2025.