Summit Securities Group’s Ball Corp BALL Stock Holding History

Summit Securities 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
2024 Q3	–	Sell	-10,000	Closed	-$600K	–	578
2024 Q2	$600K	Buy	+10,000	New	+$670K	0.11%	91
2024 Q1	–	Sell	-20,000	Closed	-$1.15M	–	484
2023 Q4	$1.15M	Sell	20,000 -31,700	-61%	-$1.63M	0.1%	127
2023 Q3	$2.57M	Buy	51,700 +31,700	+159%	+$1.73M	0.26%	47
2023 Q2	$1.16M	Hold	20,000	–	–	0.15%	92
2023 Q1	$1.1M	Hold	20,000	–	–	0.09%	88
2022 Q4	$1.02M	Buy	+20,000	New	+$1.04M	0.04%	175

Other funds holding BALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's BALL Position: Q1 2026 in Review

Summit Securities Group reduced its Ball Corp (BALL) stake by 89% in Q1 2026, selling an estimated $21.5K and leaving 44 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Summit Securities Group first reported a position in BALL in Q2 2014 and has held it in 11 quarters since. The position peaked at $376K in Q2 2014. 783 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

Summit Securities Group held 44 shares of Ball Corp worth $2.6K as of Q1 2026.
Summit Securities Group sold 353 Ball Corp shares in Q1 2026, an estimated $21.5K.
Ball Corp made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #906 holding.
Summit Securities Group first reported a position in Ball Corp in Q2 2014 and has held it in 11 quarters since.
Summit Securities Group's Ball Corp position peaked at $376K in Q2 2014.
783 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.