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EP Wealth Advisors’s Ball Corp BALL Stock Holding History

EP Wealth Advisors’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 		$469K Sell
7,518
-980
-12% -$57.6K ﹤0.01% 1058
2026
Q1 		$502K Buy
8,498
+1,639
+24% +$99.7K ﹤0.01% 897
2025
Q4 		$363K Buy
+6,859
New +$338K ﹤0.01% 1027
2025
Q2 		$1.46M Buy
26,053
+21,682
+496% +$1.13M 0.01% 482
2025
Q1 		$228K Buy
4,371
+205
+5% +$10.8K ﹤0.01% 1067
2024
Q4 		$230K Sell
4,166
-2
-0% -$123 ﹤0.01% 1002
2024
Q3 		$283K Sell
4,168
-2,515
-38% -$160K ﹤0.01% 883
2024
Q2 		$401K Hold
6,683
– – ﹤0.01% 586
2024
Q1 		$450K Sell
6,683
-56
-0.8% -$3.4K 0.01% 531
2023
Q4 		$388K Sell
6,739
-108
-2% -$5.57K ﹤0.01% 553
2023
Q3 		$341K Buy
+6,847
New +$374K 0.01% 536
2022
Q3 		– Sell
-6,810
Closed -$468K – 361
2022
Q2 		$468K Sell
6,810
-355
-5% -$26.9K 0.01% 384
2022
Q1 		$645K Sell
7,165
-39
-0.5% -$3.55K 0.01% 330
2021
Q4 		$694K Buy
7,204
+510
+8% +$47.1K 0.02% 301
2021
Q3 		$602K Buy
6,694
+81
+1% +$7.19K 0.02% 303
2021
Q2 		$536K Sell
6,613
-1,820
-22% -$158K 0.01% 322
2021
Q1 		$715K Buy
8,433
+789
+10% +$69.1K 0.02% 269
2020
Q4 		$712K Buy
7,644
+6
+0.1% +$555 0.03% 218
2020
Q3 		$635K Buy
+7,638
New +$588K 0.03% 206
2020
Q2 		– Sell
-7,639
Closed -$516K – 179
2020
Q1 		$494K Buy
7,639
+1,103
+17% +$77.2K 0.02% 257
2019
Q4 		$423K Buy
6,536
+6
+0.1% +$407 0.02% 295
2019
Q3 		$475K Buy
+6,530
New +$487K 0.02% 226
2019
Q2 		– Sell
-6,510
Closed -$377K – 323
2019
Q1 		$377K Buy
6,510
+4
+0.1% +$213 0.04% 182
2018
Q4 		$299K Buy
6,506
+5
+0.1% +$234 0.02% 213
2018
Q3 		$286K Buy
+6,501
New +$264K 0.02% 226

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 $3.37T 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

EP Wealth Advisors's BALL Position: Q2 2026 in Review

EP Wealth Advisors reduced its Ball Corp (BALL) stake by 12% in Q2 2026, selling an estimated $57.6K and leaving 7,518 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

EP Wealth Advisors first reported a position in BALL in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.46M in Q2 2025. 803 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • EP Wealth Advisors held 7,518 shares of Ball Corp worth $469K as of Q2 2026.
  • EP Wealth Advisors sold 980 Ball Corp shares in Q2 2026, an estimated $57.6K.
  • Ball Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1058 holding.
  • EP Wealth Advisors first reported a position in Ball Corp in Q3 2018 and has held it in 25 quarters since.
  • EP Wealth Advisors's Ball Corp position peaked at $1.46M in Q2 2025.
  • 803 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.