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Advisor OS’s Campbell Soup CPB Stock Holding History

Advisor OS’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,229
Closed -$397K – 587
2025
Q4 		$397K Sell
14,229
-1,384
-9% -$41.6K 0.03% 328
2025
Q3 		$493K Sell
15,613
-199
-1% -$6.43K 0.04% 268
2025
Q2 		$485K Buy
15,812
+150
+1% +$5.28K 0.05% 259
2025
Q1 		$625K Buy
15,662
+4,043
+35% +$158K 0.07% 199
2024
Q4 		$487K Buy
+11,619
New +$525K 0.06% 230

Other funds holding CPB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor OS's CPB Position: Q1 2026 in Review

Advisor OS sold out of Campbell Soup (CPB) in Q1 2026, closing a stake of 14,229 shares — an estimated $397K sold.

Advisor OS first reported a position in CPB in Q4 2024 and held it in 5 quarters. The position peaked at $625K in Q1 2025. 583 funds tracked by Wall St. Rank hold CPB as of Q1 2026.

  • Advisor OS reported no remaining Campbell Soup position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 14,229 Campbell Soup shares in Q1 2026, an estimated $397K.
  • Advisor OS first reported a position in Campbell Soup in Q4 2024 and held it in 5 quarters.
  • Advisor OS's Campbell Soup position peaked at $625K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.