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Summit Financial’s Ball Corp BALL Stock Holding History

Summit Financial’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 		$210K Sell
3,545
-2,235
-39% -$136K ﹤0.01% 1332
2025
Q4 		$306K Sell
5,780
-119
-2% -$5.86K ﹤0.01% 1080
2025
Q3 		$297K Buy
+5,899
New +$319K ﹤0.01% 1064

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

Summit Financial's BALL Position: Q1 2026 in Review

Summit Financial reduced its Ball Corp (BALL) stake by 39% in Q1 2026, selling an estimated $136K and leaving 3,545 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Summit Financial first reported a position in BALL in Q3 2025 and has held it in 3 quarters since. The position peaked at $306K in Q4 2025. 783 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

  • Summit Financial held 3,545 shares of Ball Corp worth $210K as of Q1 2026.
  • Summit Financial sold 2,235 Ball Corp shares in Q1 2026, an estimated $136K.
  • Ball Corp made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1332 holding.
  • Summit Financial first reported a position in Ball Corp in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Ball Corp position peaked at $306K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.