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Capstone Wealth Management Group (Oregon)’s Ball Corp BALL Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$616K Hold
9,872
– – 0.37% 62
2026
Q1 		$584K Hold
9,872
– – 0.36% 61
2025
Q4 		$523K Hold
9,872
– – 0.32% 65
2025
Q3 		$498K Buy
+9,872
New +$534K 0.32% 62

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capstone Wealth Management Group (Oregon)'s BALL Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) held its Ball Corp (BALL) position steady in Q2 2026 at 9,872 shares worth $616K. The position accounts for 0.37% of the portfolio, ranked #62.

Capstone Wealth Management Group (Oregon) first reported a position in BALL in Q3 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 9,872 shares of Ball Corp worth $616K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) left its Ball Corp share count unchanged in Q2 2026.
  • Ball Corp made up 0.37% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #62 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Ball Corp in Q3 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.