F/M Investments’s Box BOX Stock Holding History

F/M Investments’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	–	Sell	-11,842	Closed	-$354K	–	349
2025 Q4	$354K	Sell	11,842 -3,721	-24%	-$117K	0.01%	367
2025 Q3	$502K	Sell	15,563 -403	-3%	-$13K	0.02%	332
2025 Q2	$546K	Sell	15,966 -229	-1%	-$7.51K	0.02%	321
2025 Q1	$500K	Sell	16,195 -2,594	-14%	-$84K	0.02%	329
2024 Q4	$594K	Buy	18,789 +4,344	+30%	+$142K	0.02%	315
2024 Q3	$473K	Sell	14,445 -62	-0.4%	-$1.81K	0.01%	289
2024 Q2	$384K	Buy	+14,507	New	+$387K	0.01%	290

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

F/M Investments's BOX Position: Q1 2026 in Review

F/M Investments sold out of Box (BOX) in Q1 2026, closing a stake of 11,842 shares — an estimated $354K sold.

F/M Investments first reported a position in BOX in Q2 2024 and held it in 7 quarters. The position peaked at $594K in Q4 2024. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

F/M Investments reported no remaining Box position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 11,842 Box shares in Q1 2026, an estimated $354K.
F/M Investments first reported a position in Box in Q2 2024 and held it in 7 quarters.
F/M Investments's Box position peaked at $594K in Q4 2024.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.