Position in BALL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$502,316
+$138,995 QoQ
Shares Held
8,498
+23.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 99.4351612144034.ToString("F0")%
Shared 0.ToString("F0")%
None 0.564838785596611.ToString("F0")%
Common Shares in BALL 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. BALL ranks #3 (17.7% 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
This page
|
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.
|
61,268 | $248,135 |
All Filings in BALL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $502,316 | 8,498 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $363,321 | 6,859 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,461,312 | 26,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,597 | 4,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $229,671 | 4,166 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $283,048 | 4,168 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $401,113 | 6,683 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $450,166 | 6,683 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $387,627 | 6,739 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $340,843 | 6,847 | Shares | Sole | 2023-11-24 | |
| 2022-06-30 | $468,323 | 6,810 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $644,850 | 7,165 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $693,529 | 7,204 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $602,259 | 6,694 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $535,785 | 6,613 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $714,612 | 8,433 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $712,267 | 7,644 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $634,870 | 7,638 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $493,937 | 7,639 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||