Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

BALL holding history

BALL Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BALL overview All 13F holders of BALL Full Q2 2026 holdings

Shares (Q2 2026): 39,605
Value: $2.47M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BALL by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,605	$2.47M	0.2%	+6,238+18.7%	Added	Holders
Q1 2026	33,367	$1.97M	0.1%	+8,062+31.9%	Added	Holders
Q4 2025	25,305	$1.34M	0.1%	−16,844−40.0%	Reduced	Holders
Q3 2025	42,149	$2.13M	0.2%	−7,358−14.9%	Reduced	Holders
Q2 2025	49,507	$2.78M	0.2%	−6,177−11.1%	Reduced	Holders
Q1 2025	55,684	$2.90M	0.3%	+60+0.1%	Added	Holders
Q4 2024	55,624	$3.07M	0.3%	+959+1.8%	Added	Holders
Q3 2024	54,665	$3.71M	0.3%	+7,130+15.0%	Added	Holders
Q2 2024	47,535	$2.85M	0.3%	+4,745+11.1%	Added	Holders
Q1 2024	42,790	$2.88M	0.3%	+5,400+14.4%	Added	Holders
Q4 2023	37,390	$2.15M	0.2%	−1,680−4.3%	Reduced	Holders
Q3 2023	39,070	$1.94M	0.3%	−5,520−12.4%	Reduced	Holders
Q2 2023	44,590	$2.60M	0.3%	−157−0.4%	Reduced	Holders
Q1 2023	44,747	$2.47M	0.3%	+104+0.2%	Added	Holders
Q4 2022	44,643	$2.28M	0.4%	−7,440−14.3%	Reduced	Holders
Q3 2022	52,083	$2.52M	0.4%	−2,606−4.8%	Reduced	Holders
Q2 2022	54,689	$3.76M	0.6%	−914−1.6%	Reduced	Holders
Q1 2022	55,603	$5.00M	0.6%	+1,275+2.3%	Added	Holders
Q4 2021	54,328	$5.23M	0.6%	+3,119+6.1%	Added	Holders
Q3 2021	51,209	$4.61M	0.6%	+4,180+8.9%	Added	Holders
Q2 2021	47,029	$3.81M	0.5%	+28,850+158.7%	Added	Holders
Q1 2021	18,179	$1.54M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.