Anchor Investment Management’s Box BOX Stock Holding History

Anchor Investment Management’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77K	Hold	75	–	–	﹤0.01%	989
2025 Q4	$2.24K	Hold	75	–	–	﹤0.01%	960
2025 Q3	$2.42K	Hold	75	–	–	﹤0.01%	966
2025 Q2	$2.56K	Hold	75	–	–	﹤0.01%	937
2025 Q1	$2.31K	Hold	75	–	–	﹤0.01%	942
2024 Q4	$2.37K	Hold	75	–	–	﹤0.01%	927
2024 Q3	$2.46K	Hold	75	–	–	﹤0.01%	926
2024 Q2	$1.98K	Hold	75	–	–	﹤0.01%	915
2024 Q1	$2.12K	Hold	75	–	–	﹤0.01%	935
2023 Q4	$1.92K	Hold	75	–	–	﹤0.01%	879
2023 Q3	$1.82K	Hold	75	–	–	﹤0.01%	899
2023 Q2	$2.2K	Hold	75	–	–	﹤0.01%	878
2023 Q1	$2.01K	Hold	75	–	–	﹤0.01%	903
2022 Q4	$2.33K	Hold	75	–	–	﹤0.01%	865
2022 Q3	$1.83K	Buy	+75	New	+$2.06K	﹤0.01%	892
2020 Q3	–	Sell	-265	Closed	-$5.5K	–	907
2020 Q2	$5.5K	Buy	+265	New	+$4.65K	﹤0.01%	697

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Anchor Investment Management's BOX Position: Q1 2026 in Review

Anchor Investment Management held its Box (BOX) position steady in Q1 2026 at 75 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Anchor Investment Management first reported a position in BOX in Q2 2020 and has held it in 16 quarters since. The position peaked at $5.5K in Q2 2020. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Anchor Investment Management held 75 shares of Box worth $1.77K as of Q1 2026.
Anchor Investment Management left its Box share count unchanged in Q1 2026.
Box made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #989 holding.
Anchor Investment Management first reported a position in Box in Q2 2020 and has held it in 16 quarters since.
Anchor Investment Management's Box position peaked at $5.5K in Q2 2020.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.