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Evermay Wealth Management’s Ball Corp BALL Stock Holding History

Evermay Wealth Management’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 		$99.8K Hold
1,600
– – 0.01% 270
2026
Q1 		$94.6K Sell
1,600
-605
-27% -$36.8K 0.01% 257
2025
Q4 		$117K Sell
2,205
-360
-14% -$17.7K 0.01% 246
2025
Q3 		$129K Buy
2,565
+562
+28% +$30.4K 0.01% 239
2025
Q2 		$112K Buy
2,003
+60
+3% +$3.13K 0.01% 252
2025
Q1 		$101K Buy
1,943
+200
+11% +$10.5K 0.01% 258
2024
Q4 		$96.1K Buy
1,743
+453
+35% +$27.8K 0.01% 261
2024
Q3 		$87.6K Hold
1,290
– – 0.01% 280
2024
Q2 		$77.4K Hold
1,290
– – 0.01% 296
2024
Q1 		$86.9K Hold
1,290
– – 0.01% 292
2023
Q4 		$74.2K Hold
1,290
– – 0.01% 286
2023
Q3 		$64.2K Buy
1,290
+2
+0.2% +$109 0.01% 281
2023
Q2 		$75K Sell
1,288
-2,590
-67% -$140K 0.01% 268
2023
Q1 		$214K Buy
3,878
+29
+0.8% +$1.61K 0.04% 164
2022
Q4 		$197K Hold
3,849
– – 0.04% 167
2022
Q3 		$186K Hold
3,849
– – 0.04% 167
2022
Q2 		$265K Sell
3,849
-200
-5% -$15.2K 0.05% 142
2022
Q1 		$364K Sell
4,049
-90
-2% -$8.19K 0.06% 137
2021
Q4 		$398K Buy
4,139
+95
+2% +$8.78K 0.07% 114
2021
Q3 		$364K Sell
4,044
-175
-4% -$15.5K 0.07% 111
2021
Q2 		$342K Hold
4,219
– – 0.06% 128
2021
Q1 		$358K Hold
4,219
– – 0.07% 124
2020
Q4 		$393K Sell
4,219
-40
-0.9% -$3.7K 0.09% 107
2020
Q3 		$354K Hold
4,259
– – 0.09% 104
2020
Q2 		$296K Hold
4,259
– – 0.08% 116
2020
Q1 		$275K Hold
4,259
– – 0.08% 113
2019
Q4 		$275K Buy
+4,259
New +$289K 0.07% 131
2018
Q1 		– Sell
-5,964
Closed -$226K – 137
2017
Q4 		$226K Buy
+5,964
New +$242K 0.08% 125

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

Evermay Wealth Management's BALL Position: Q2 2026 in Review

Evermay Wealth Management held its Ball Corp (BALL) position steady in Q2 2026 at 1,600 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #270.

Evermay Wealth Management first reported a position in BALL in Q4 2017 and has held it in 28 quarters since. The position peaked at $398K in Q4 2021. 803 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • Evermay Wealth Management held 1,600 shares of Ball Corp worth $99.8K as of Q2 2026.
  • Evermay Wealth Management left its Ball Corp share count unchanged in Q2 2026.
  • Ball Corp made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Evermay Wealth Management first reported a position in Ball Corp in Q4 2017 and has held it in 28 quarters since.
  • Evermay Wealth Management's Ball Corp position peaked at $398K in Q4 2021.
  • 803 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.