WBA β€” WALGREENS BOOTS ALLIANCE INC

Ownership history in Carmichael Hill & Associates, Inc.  Β·  19 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported WALGREENS BOOTS ALLIANCE INC (WBA) in 19 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows WBA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carmichael Hill & Associates, Inc.'s position in WALGREENS BOOTS ALLIANCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

WBA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Carmichael Hill & Associates, Inc. held WBA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 653 +10 +1.6% 0.00% $8K 2024-08-02 β€”
2024 Q1 REDUCED 643 -92 -12.5% 0.01% $14K 2024-04-24 β€”
2023 Q4 ADDED 735 +113 +18.2% 0.01% $19K 2024-01-23 β€”
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WBA

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.02%

FAQ About Carmichael Hill & Associates, Inc. and WBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carmichael Hill & Associates, Inc. reported owning WBA?

Carmichael Hill & Associates, Inc. reported WBA across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported WBA position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for WBA was 0.01% in 2023 Q4.

What is the latest reported WBA position on this page?

The most recent filing on this page is 2024 Q2, when Carmichael Hill & Associates, Inc. reported 653 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this WBA ownership page compare?

The chart compares Carmichael Hill & Associates, Inc.'s quarterly WBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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