BWL
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Bogart Wealth LLC’s Ball Corp BALL Stock Holding History

Bogart Wealth LLC’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250 Sell
4
-8
-67% -$470 ﹤0.01% 1888
2026
Q1 		$709 Buy
12
+1
+9% +$61 ﹤0.01% 1515
2025
Q4 		$583 Buy
+11
New +$541 ﹤0.01% 1414
2022
Q4 		– Hold
0
– – – 1031
2017
Q4 		– Sell
-16
Closed -$1K – 342
2017
Q3 		$1K Buy
+16
New +$656 ﹤0.01% 301

Other funds holding BALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's BALL Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Ball Corp (BALL) stake by 67% in Q2 2026, selling an estimated $470 and leaving 4 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Bogart Wealth LLC first reported a position in BALL in Q3 2017 and has held it in 4 quarters since. The position peaked at $1K in Q3 2017. 805 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of Ball Corp worth $250 as of Q2 2026.
  • Bogart Wealth LLC sold 8 Ball Corp shares in Q2 2026, an estimated $470.
  • Ball Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1888 holding.
  • Bogart Wealth LLC first reported a position in Ball Corp in Q3 2017 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Ball Corp position peaked at $1K in Q3 2017.
  • 805 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.