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Gibbs Wealth Management’s Box BOX Stock Holding History

Gibbs Wealth 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 		– Sell
-16,541
Closed -$491K – 438
2025
Q4 		$491K Sell
16,541
-985
-6% -$30.9K 0.12% 203
2025
Q3 		$566K Sell
17,526
-3,931
-18% -$127K 0.13% 192
2025
Q2 		$733K Buy
21,457
+2,670
+14% +$87.5K 0.14% 171
2025
Q1 		$580K Buy
18,787
+4,755
+34% +$154K 0.14% 170
2024
Q4 		$443K Buy
14,032
+4,856
+53% +$159K 0.12% 184
2024
Q3 		$300K Buy
+9,176
New +$268K 0.1% 213

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Gibbs Wealth Management's BOX Position: Q1 2026 in Review

Gibbs Wealth Management sold out of Box (BOX) in Q1 2026, closing a stake of 16,541 shares — an estimated $491K sold.

Gibbs Wealth Management first reported a position in BOX in Q3 2024 and held it in 6 quarters. The position peaked at $733K in Q2 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Gibbs Wealth Management reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 16,541 Box shares in Q1 2026, an estimated $491K.
  • Gibbs Wealth Management first reported a position in Box in Q3 2024 and held it in 6 quarters.
  • Gibbs Wealth Management's Box position peaked at $733K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.