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Lyell Wealth Management’s Ball Corp BALL Stock Holding History

Lyell 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
Q1 		$1.97M Buy
33,367
+8,062
+32% +$490K 0.14% 94
2025
Q4 		$1.34M Sell
25,305
-16,844
-40% -$829K 0.1% 107
2025
Q3 		$2.13M Sell
42,149
-7,358
-15% -$398K 0.16% 88
2025
Q2 		$2.78M Sell
49,507
-6,177
-11% -$323K 0.22% 78
2025
Q1 		$2.9M Buy
55,684
+60
+0.1% +$3.15K 0.27% 80
2024
Q4 		$3.07M Buy
55,624
+959
+2% +$58.8K 0.27% 82
2024
Q3 		$3.71M Buy
54,665
+7,130
+15% +$453K 0.34% 79
2024
Q2 		$2.85M Buy
47,535
+4,745
+11% +$318K 0.27% 87
2024
Q1 		$2.88M Buy
42,790
+5,400
+14% +$328K 0.29% 86
2023
Q4 		$2.15M Sell
37,390
-1,680
-4% -$86.6K 0.24% 93
2023
Q3 		$1.94M Sell
39,070
-5,520
-12% -$301K 0.26% 90
2023
Q2 		$2.6M Sell
44,590
-157
-0.4% -$8.51K 0.33% 87
2023
Q1 		$2.47M Buy
44,747
+104
+0.2% +$5.78K 0.35% 85
2022
Q4 		$2.28M Sell
44,643
-7,440
-14% -$385K 0.36% 79
2022
Q3 		$2.52M Sell
52,083
-2,606
-5% -$160K 0.43% 76
2022
Q2 		$3.76M Sell
54,689
-914
-2% -$69.4K 0.61% 62
2022
Q1 		$5M Buy
55,603
+1,275
+2% +$116K 0.64% 56
2021
Q4 		$5.23M Buy
54,328
+3,119
+6% +$288K 0.6% 60
2021
Q3 		$4.61M Buy
51,209
+4,180
+9% +$371K 0.56% 67
2021
Q2 		$3.81M Buy
47,029
+28,850
+159% +$2.5M 0.47% 68
2021
Q1 		$1.54M Buy
+18,179
New +$1.59M 0.22% 81

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

Lyell Wealth Management's BALL Position: Q1 2026 in Review

Lyell Wealth Management increased its Ball Corp (BALL) stake by 32% in Q1 2026, buying an estimated $490K and bringing the position to 33,367 shares worth $1.97M. The position accounts for 0.14% of the portfolio, ranked #94.

Lyell Wealth Management first reported a position in BALL in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.23M in Q4 2021. 784 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

  • Lyell Wealth Management held 33,367 shares of Ball Corp worth $1.97M as of Q1 2026.
  • Lyell Wealth Management bought 8,062 Ball Corp shares in Q1 2026, an estimated $490K.
  • Ball Corp made up 0.14% of Lyell Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Lyell Wealth Management first reported a position in Ball Corp in Q1 2021 and has held it in 21 quarters since.
  • Lyell Wealth Management's Ball Corp position peaked at $5.23M in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.