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Forum Financial Management’s Ball Corp BALL Stock Holding History

Forum Financial 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
Q1 		– Sell
-6,931
Closed -$367K – 400
2025
Q4 		$367K Sell
6,931
-1,075
-13% -$52.9K ﹤0.01% 641
2025
Q3 		$404K Buy
8,006
+1,425
+22% +$77K 0.01% 567
2025
Q2 		$369K Buy
6,581
+934
+17% +$48.8K 0.01% 546
2025
Q1 		$294K Buy
+5,647
New +$296K ﹤0.01% 606

Other funds holding BALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's BALL Position: Q1 2026 in Review

Forum Financial Management sold out of Ball Corp (BALL) in Q1 2026, closing a stake of 6,931 shares — an estimated $367K sold.

Forum Financial Management first reported a position in BALL in Q1 2025 and held it in 4 quarters. The position peaked at $404K in Q3 2025. 786 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

  • Forum Financial Management reported no remaining Ball Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,931 Ball Corp shares in Q1 2026, an estimated $367K.
  • Forum Financial Management first reported a position in Ball Corp in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Ball Corp position peaked at $404K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.