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Novak & Powell Financial Services’s Ball Corp BALL Stock Holding History

Novak & Powell Financial Services’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
-4,200
Closed -$222K – 165
2025
Q4 		$222K Hold
4,200
– – 0.12% 147
2025
Q3 		$212K Buy
+4,200
New +$227K 0.11% 156
2025
Q2 		– Sell
-4,200
Closed -$219K – 147
2025
Q1 		$219K Hold
4,200
– – 0.14% 144
2024
Q4 		$232K Hold
4,200
– – 0.14% 133
2024
Q3 		$285K Hold
4,200
– – 0.17% 114
2024
Q2 		$252K Hold
4,200
– – 0.16% 115
2024
Q1 		$283K Hold
4,200
– – 0.21% 102
2023
Q4 		$239K Buy
+4,200
New +$217K 0.16% 115

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

Novak & Powell Financial Services's BALL Position: Q1 2026 in Review

Novak & Powell Financial Services sold out of Ball Corp (BALL) in Q1 2026, closing a stake of 4,200 shares — an estimated $222K sold.

Novak & Powell Financial Services first reported a position in BALL in Q4 2023 and held it in 8 quarters. The position peaked at $285K in Q3 2024. 784 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

  • Novak & Powell Financial Services reported no remaining Ball Corp position as of Q1 2026 after selling out during the quarter.
  • Novak & Powell Financial Services sold 4,200 Ball Corp shares in Q1 2026, an estimated $222K.
  • Novak & Powell Financial Services first reported a position in Ball Corp in Q4 2023 and held it in 8 quarters.
  • Novak & Powell Financial Services's Ball Corp position peaked at $285K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.