Strategic Wealth Investment Group’s Ball Corp BALL Stock Holding History

Strategic Wealth Investment Group’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 Q4	–	Sell	-11,452	Closed	-$577K	–	100
2025 Q3	$577K	Buy	+11,452	New	+$619K	0.05%	79
2025 Q1	–	Sell	-11,452	Closed	-$631K	–	57
2024 Q4	$631K	Sell	11,452 -12	-0.1%	-$735	0.07%	88
2024 Q3	$775K	Hold	11,464	–	–	0.08%	84
2024 Q2	$683K	Buy	+11,464	New	+$768K	0.09%	84
2023 Q4	$659K	Hold	11,464	–	–	0.1%	66
2023 Q3	$571K	Hold	11,464	–	–	0.1%	68
2023 Q2	$667K	Buy	+11,464	New	+$622K	0.11%	81
2023 Q1	–	Sell	-11,464	Closed	-$638K	–	79
2022 Q4	$651K	Hold	11,464	–	–	0.15%	65
2022 Q3	$554K	Buy	+11,464	New	+$705K	0.16%	63
2021 Q1	–	Sell	-3,241	Closed	-$302K	–	79
2020 Q4	$302K	Buy	+3,241	New	+$300K	0.18%	68

Other funds holding BALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Strategic Wealth Investment Group's BALL Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Ball Corp (BALL) in Q4 2025, closing a stake of 11,452 shares — an estimated $577K sold.

Strategic Wealth Investment Group first reported a position in BALL in Q4 2020 and held it in 10 quarters. The position peaked at $775K in Q3 2024. 726 funds tracked by Wall St. Rank hold BALL as of Q4 2025.

Strategic Wealth Investment Group reported no remaining Ball Corp position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 11,452 Ball Corp shares in Q4 2025, an estimated $577K.
Strategic Wealth Investment Group first reported a position in Ball Corp in Q4 2020 and held it in 10 quarters.
Strategic Wealth Investment Group's Ball Corp position peaked at $775K in Q3 2024.
726 funds tracked by Wall St. Rank held Ball Corp as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.