WFP
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
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

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Welch Financial Planning's BALL Position: Q2 2026 in Review

Welch Financial Planning held its Ball Corp (BALL) position steady in Q2 2026 at 9,183 shares worth $573K. The position accounts for 0.33% of the portfolio, ranked #40.

Welch Financial Planning first reported a position in BALL in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • Welch Financial Planning held 9,183 shares of Ball Corp worth $573K as of Q2 2026.
  • Welch Financial Planning left its Ball Corp share count unchanged in Q2 2026.
  • Ball Corp made up 0.33% of Welch Financial Planning's portfolio in Q2 2026, its #40 holding.
  • Welch Financial Planning first reported a position in Ball Corp in Q4 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.