Lyell Wealth Management
BALL icon

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
Q3 		$2.36M Buy
42,080
+2,475
+6% +$153K 0.14% 94
2026
Q2 		$2.47M Buy
39,605
+6,238
+19% +$367K 0.15% 89
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lyell Wealth Management's BALL Position: Q3 2026 in Review

Lyell Wealth Management increased its Ball Corp (BALL) stake by 6.2% in Q3 2026, buying an estimated $153K and bringing the position to 42,080 shares worth $2.36M. 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 23 quarters since. The position peaked at $5.23M in Q4 2021. 357 funds tracked by Wall St. Rank hold BALL as of Q3 2026.

  • Lyell Wealth Management held 42,080 shares of Ball Corp worth $2.36M as of Q3 2026.
  • Lyell Wealth Management bought 2,475 Ball Corp shares in Q3 2026, an estimated $153K.
  • Ball Corp made up 0.14% of Lyell Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Lyell Wealth Management first reported a position in Ball Corp in Q1 2021 and has held it in 23 quarters since.
  • Lyell Wealth Management's Ball Corp position peaked at $5.23M in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Ball Corp as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.