Position in AMBP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$248,135
-$33,096 QoQ
Shares Held
61,268
-10.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMBP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026EP Wealth Advisors, LLC holds $2,841,883 across 6 Packaging & Containers names. AMBP ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
|
4,483 | $774,124 | |
| 2 | CCK |
Crown Holdings, Inc.
|
6,803 | $682,000 | |
| 3 | BALL |
BALL Corp
|
8,498 | $502,316 | |
| 4 | SON |
Sonoco Products Co
|
6,000 | $324,540 | |
| 5 | IP |
International Paper Co /New/
|
8,705 | $310,768 | |
| 6 | AMBP |
Ardagh Metal Packaging S.A.
This page
|
61,268 | $248,135 |
All Filings in AMBP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,135 | 61,268 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $281,231 | 68,593 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $286,537 | 66,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $204,544 | 67,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $164,487 | 54,647 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $188,183 | 49,916 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $85,285 | 25,084 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $87,036 | 25,375 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $96,000 | 25,000 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $79,661 | 25,451 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $94,000 | 25,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,000 | 25,000 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $120,250 | 25,000 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||