Salomon & Ludwin’s Box BOX Stock Holding History

Salomon & Ludwin’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	$46.1K	Buy	1,918 +535	+39%	+$13.5K	﹤0.01%	524
2025 Q4	$39.5K	Buy	1,383 +376	+37%	+$11.8K	﹤0.01%	489
2025 Q3	$32.4K	Buy	+1,007	New	+$32.6K	﹤0.01%	536

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

Salomon & Ludwin's BOX Position: Q1 2026 in Review

Salomon & Ludwin increased its Box (BOX) stake by 39% in Q1 2026, buying an estimated $13.5K and bringing the position to 1,918 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Salomon & Ludwin first reported a position in BOX in Q3 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Salomon & Ludwin held 1,918 shares of Box worth $46.1K as of Q1 2026.
Salomon & Ludwin bought 535 Box shares in Q1 2026, an estimated $13.5K.
Box made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #524 holding.
Salomon & Ludwin first reported a position in Box in Q3 2025 and has held it in 3 quarters since.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.