LPL Financial’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $470K | Sell |
19,868
-1,113
| -5% | -$28K | ﹤0.01% | 4805 |
|
|
2025
Q4 | $628K | Sell |
20,981
-1,149
| -5% | -$36K | ﹤0.01% | 4510 |
|
|
2025
Q3 | $714K | Buy |
22,130
+2,119
| +11% | +$68.6K | ﹤0.01% | 4325 |
|
|
2025
Q2 | $684K | Buy |
20,011
+857
| +4% | +$28.1K | ﹤0.01% | 4106 |
|
|
2025
Q1 | $591K | Sell |
19,154
-1,603
| -8% | -$51.9K | ﹤0.01% | 4013 |
|
|
2024
Q4 | $656K | Buy |
20,757
+2,066
| +11% | +$67.8K | ﹤0.01% | 3857 |
|
|
2024
Q3 | $612K | Buy |
18,691
+96
| +0.5% | +$2.8K | ﹤0.01% | 3827 |
|
|
2024
Q2 | $492K | Sell |
18,595
-186
| -1% | -$4.96K | ﹤0.01% | 3889 |
|
|
2024
Q1 | $532K | Buy |
18,781
+1,207
| +7% | +$32.4K | ﹤0.01% | 3727 |
|
|
2023
Q4 | $450K | Buy |
17,574
+4,282
| +32% | +$108K | ﹤0.01% | 3750 |
|
|
2023
Q3 | $322K | Buy |
13,292
+3,624
| +37% | +$104K | ﹤0.01% | 3853 |
|
|
2023
Q2 | $284K | Sell |
9,668
-3,676
| -28% | -$102K | ﹤0.01% | 3897 |
|
|
2023
Q1 | $357K | Hold |
13,344
| – | – | ﹤0.01% | 3606 |
|
|
2022
Q4 | $415K | Sell |
13,344
-74
| -0.6% | -$2.11K | ﹤0.01% | 3418 |
|
|
2022
Q3 | $327K | Sell |
13,418
-537
| -4% | -$14.8K | ﹤0.01% | 3509 |
|
|
2022
Q2 | $351K | Buy |
13,955
+13
| +0.1% | +$363 | ﹤0.01% | 3495 |
|
|
2022
Q1 | $405K | Sell |
13,942
-13,077
| -48% | -$344K | ﹤0.01% | 3350 |
|
|
2021
Q4 | $708K | Sell |
27,019
-61
| -0.2% | -$1.57K | ﹤0.01% | 2972 |
|
|
2021
Q3 | $641K | Buy |
27,080
+3,778
| +16% | +$92.8K | ﹤0.01% | 2999 |
|
|
2021
Q2 | $595K | Sell |
23,302
-1,522
| -6% | -$35.5K | ﹤0.01% | 3000 |
|
|
2021
Q1 | $570K | Buy |
24,824
+3,402
| +16% | +$66.2K | ﹤0.01% | 2914 |
|
|
2020
Q4 | $387K | Sell |
21,422
-4,358
| -17% | -$75.9K | ﹤0.01% | 2980 |
|
|
2020
Q3 | $448K | Sell |
25,780
-1,633
| -6% | -$30.1K | ﹤0.01% | 2560 |
|
|
2020
Q2 | $569K | Sell |
27,413
-3,535
| -11% | -$62.1K | ﹤0.01% | 2278 |
|
|
2020
Q1 | $435K | Buy |
30,948
+6,374
| +26% | +$94.9K | ﹤0.01% | 2180 |
|
|
2019
Q4 | $412K | Sell |
24,574
-1,962
| -7% | -$32.9K | ﹤0.01% | 2532 |
|
|
2019
Q3 | $439K | Sell |
26,536
-10,263
| -28% | -$165K | ﹤0.01% | 2363 |
|
|
2019
Q2 | $648K | Sell |
36,799
-1,659
| -4% | -$31.7K | ﹤0.01% | 2059 |
|
|
2019
Q1 | $743K | Buy |
38,458
+1,236
| +3% | +$25.6K | ﹤0.01% | 1872 |
|
|
2018
Q4 | $628K | Sell |
37,222
-15,400
| -29% | -$283K | ﹤0.01% | 1865 |
|
|
2018
Q3 | $1.26M | Buy |
52,622
+9,197
| +21% | +$231K | ﹤0.01% | 1507 |
|
|
2018
Q2 | $1.08M | Buy |
+43,425
| New | +$1.08M | ﹤0.01% | 1572 |
|
Other funds holding BOX
VPM
VCM
LPL Financial's BOX Position: Q1 2026 in Review
LPL Financial reduced its Box (BOX) stake by 5.3% in Q1 2026, selling an estimated $28K and leaving 19,868 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #4805.
LPL Financial first reported a position in BOX in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.26M in Q3 2018. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.
- LPL Financial held 19,868 shares of Box worth $470K as of Q1 2026.
- LPL Financial sold 1,113 Box shares in Q1 2026, an estimated $28K.
- Box made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4805 holding.
- LPL Financial first reported a position in Box in Q2 2018 and has held it in 32 quarters since.
- LPL Financial's Box position peaked at $1.26M in Q3 2018.
- 398 funds tracked by Wall St. Rank held Box as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.