Waverly Advisors’s Ball Corp BALL Stock Holding History

Waverly Advisors’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	$374K	Buy	+6,320	New	+$384K	﹤0.01%	1216
2025 Q4	–	Sell	-4,601	Closed	-$232K	–	1482
2025 Q3	$232K	Sell	4,601 -1,046	-19%	-$56.5K	﹤0.01%	1146
2025 Q2	$317K	Buy	5,647 +211	+4%	+$11K	﹤0.01%	947
2025 Q1	$283K	Buy	5,436 +136	+3%	+$7.14K	﹤0.01%	936
2024 Q4	$292K	Buy	+5,300	New	+$325K	﹤0.01%	829
2014 Q4	–	Sell	-2,500	Closed	-$79K	–	438
2014 Q3	$79K	Hold	2,500	–	–	0.04%	165
2014 Q2	$78K	Hold	2,500	–	–	0.03%	180
2014 Q1	$69K	Hold	2,500	–	–	0.03%	185
2013 Q4	$65K	Buy	+2,500	New	+$61K	0.02%	292

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

Waverly Advisors's BALL Position: Q1 2026 in Review

Waverly Advisors opened a new position in Ball Corp (BALL) in Q1 2026: 6,320 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in BALL as recently as Q3 2025.

Waverly Advisors first reported a position in BALL in Q4 2013 and has held it in 9 quarters since. 783 funds tracked by Wall St. Rank hold BALL as of Q1 2026.

Waverly Advisors held 6,320 shares of Ball Corp worth $374K as of Q1 2026.
Ball Corp was a new Waverly Advisors position in Q1 2026.
Ball Corp made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1216 holding.
Waverly Advisors first reported a position in Ball Corp in Q4 2013 and has held it in 9 quarters since.
783 funds tracked by Wall St. Rank held Ball Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.