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Heritage Wealth Advisors’s Ball Corp BALL Stock Holding History

Heritage 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
Q1 		$19.2K Buy
+325
New +$19.8K ﹤0.01% 445
2023
Q2 		– Sell
-61
Closed -$3.36K – 564
2023
Q1 		$3.36K Buy
+61
New +$3.39K ﹤0.01% 494
2020
Q1 		– Sell
-20
Closed -$1.29K – 454
2019
Q4 		$1.29K Buy
+20
New +$1.35K ﹤0.01% 640

Other funds holding BALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's BALL Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Ball Corp (BALL) in Q1 2026: 325 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in BALL as recently as Q1 2023.

Heritage Wealth Advisors first reported a position in BALL in Q4 2019 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

  • Heritage Wealth Advisors held 325 shares of Ball Corp worth $19.2K as of Q1 2026.
  • Ball Corp was a new Heritage Wealth Advisors position in Q1 2026.
  • Ball Corp made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #445 holding.
  • Heritage Wealth Advisors first reported a position in Ball Corp in Q4 2019 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.