WBA β€” WALGREENS BOOTS ALLIANCE INC

Ownership history in LexAurum Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

LexAurum Advisors, LLC reported WALGREENS BOOTS ALLIANCE INC (WBA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.17% in 2024 Q1. The latest visible filing shows WBA at 0.09% 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 LexAurum Advisors, LLC'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
2025 Q2

WBA was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q1

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 2025 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 LexAurum Advisors, LLC held WBA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 50,952 β€” 0% 0.09% $585K 2025-07-17 β€”
2025 Q1 REDUCED 50,952 -1,600 -3.0% 0.11% $569K 2025-04-14 β€”
2024 Q4 ADDED 52,552 +485 +0.9% 0.10% $490K 2025-01-21 β€”
2024 Q3 REDUCED 52,067 -49 -0.1% 0.10% $467K 2024-10-17 β€”
2024 Q2 ADDED 52,116 +20,556 +65.1% 0.15% $630K 2024-07-15 β€”
2024 Q1 ADDED 31,560 +10,000 +46.4% 0.17% $685K 2024-04-10 β€”
2023 Q4 REDUCED 21,560 -160 -0.7% 0.15% $563K 2024-01-10 β€”
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WBA

As of 2025 Q4 β€” sorted by position size

BSN Capital Partners Ltd 3Y 0.01% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About LexAurum Advisors, LLC and WBA

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

How long has LexAurum Advisors, LLC reported owning WBA?

LexAurum Advisors, LLC reported WBA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported WBA position in LexAurum Advisors, LLC's portfolio?

The largest reported portfolio weight for WBA was 0.17% in 2024 Q1.

What is the latest reported WBA position on this page?

The most recent filing on this page is 2025 Q2, when LexAurum Advisors, LLC reported 50,952 shares, equal to 0.09% of portfolio, with an estimated market value of $585K.

What does the chart on this WBA ownership page compare?

The chart compares LexAurum Advisors, LLC'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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