MSWM
BALL icon

Mowery & Schoenfeld Wealth Management’s Ball Corp BALL Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-51
Closed -$2.81K – 469
2024
Q4 		$2.81K Buy
+51
New +$3.13K 0.01% 367

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BALL Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Ball Corp (BALL) in Q1 2025, closing a stake of 51 shares — an estimated $2.81K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BALL in Q4 2024 and held it in 1 quarter. The position peaked at $2.81K in Q4 2024. 707 funds tracked by Wall St. Rank hold BALL as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Ball Corp position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 51 Ball Corp shares in Q1 2025, an estimated $2.81K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ball Corp in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Ball Corp position peaked at $2.81K in Q4 2024.
  • 707 funds tracked by Wall St. Rank held Ball Corp as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.