Welch Financial Planning
BALL icon

Welch Financial Planning’s Ball Corp BALL Stock Holding History

Welch Financial Planning’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
Q3 		$515K Hold
9,183
– – 0.29% 45
2026
Q2 		$573K Hold
9,183
– – 0.33% 40
2026
Q1 		$543K Sell
9,183
-500
-5% -$30.4K 0.39% 36
2025
Q4 		$513K Buy
+9,683
New +$477K 0.37% 36

Other funds holding BALL

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Welch Financial Planning's BALL Position: Q3 2026 in Review

Welch Financial Planning held its Ball Corp (BALL) position steady in Q3 2026 at 9,183 shares worth $515K. The position accounts for 0.29% of the portfolio, ranked #45.

Welch Financial Planning first reported a position in BALL in Q4 2025 and has held it in 4 quarters since. The position peaked at $573K in Q2 2026. 456 funds tracked by Wall St. Rank hold BALL as of Q3 2026.

  • Welch Financial Planning held 9,183 shares of Ball Corp worth $515K as of Q3 2026.
  • Welch Financial Planning left its Ball Corp share count unchanged in Q3 2026.
  • Ball Corp made up 0.29% of Welch Financial Planning's portfolio in Q3 2026, its #45 holding.
  • Welch Financial Planning first reported a position in Ball Corp in Q4 2025 and has held it in 4 quarters since.
  • Welch Financial Planning's Ball Corp position peaked at $573K in Q2 2026.
  • 456 funds tracked by Wall St. Rank held Ball Corp as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.