WBA β€” WALGREENS BOOTS ALLIANCE INC

Ownership history in William B. Walkup & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported WALGREENS BOOTS ALLIANCE INC (WBA) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.54% in 2024 Q2. The latest visible filing shows WBA at 0.47% 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.

What this WBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William B. Walkup & 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
2026 Q1

WBA was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 William B. Walkup & Associates, Inc. held WBA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 71,181 β€” 0% 0.47% $795K 2026-04-20 β€”
2025 Q2 UNCHANGED 71,181 β€” 0% 0.48% $817K 2025-08-12 β€”
2025 Q1 ADDED 71,181 +658 +0.9% 0.48% $795K 2025-05-13 β€”
2024 Q4 ADDED 70,523 +3,060 +4.5% 0.42% $658K 2025-02-14 β€”
2024 Q3 REDUCED 67,463 -401 -0.6% 0.37% $604K 2024-11-15 β€”
2024 Q2 INITIATED 67,864 β€” β€” 0.54% $821K 2024-08-16 β€”

🏒 Other funds also holding WBA

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.02% Medallion Wealth Advisors, LLC 0.0%

FAQ About William B. Walkup & 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 William B. Walkup & Associates, Inc. reported owning WBA?

William B. Walkup & Associates, Inc. reported WBA across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WBA position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for WBA was 0.54% in 2024 Q2.

What is the latest reported WBA position on this page?

The most recent filing on this page is 2026 Q1, when William B. Walkup & Associates, Inc. reported 71,181 shares, equal to 0.47% of portfolio, with an estimated market value of $795K.

What does the chart on this WBA ownership page compare?

The chart compares William B. Walkup & 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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