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BCWM
Bartlett & Co Wealth Management’s
Campbell Soup
CPB
Stock Holding History
Bartlett & Co Wealth Management’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
$2.95K
Buy
+144
New
+$3.7K
﹤0.01%
1081
2025
Q4
–
Sell
-86
Closed
-$2.72K
–
1232
2025
Q3
$2.72K
Buy
+86
New
+$2.78K
﹤0.01%
1074
2023
Q4
–
Sell
-225
Closed
-$9.24K
–
1249
2023
Q3
$9.24K
Hold
225
–
–
﹤0.01%
937
2023
Q2
$10.3K
Hold
225
–
–
﹤0.01%
921
2023
Q1
$12.4K
Hold
225
–
–
﹤0.01%
791
2022
Q4
$12.8K
Sell
225
-11
-5%
-$577
﹤0.01%
794
2022
Q3
$11.1K
Sell
236
-43
-15%
-$2.11K
﹤0.01%
808
2022
Q2
$13.4K
Buy
279
+54
+24%
+$2.54K
﹤0.01%
811
2022
Q1
$10K
Buy
+225
New
+$9.95K
﹤0.01%
830
2021
Q4
–
Sell
-225
Closed
-$9.41K
–
494
2021
Q3
$9.41K
Hold
225
–
–
﹤0.01%
709
2021
Q2
$10.3K
Hold
225
–
–
﹤0.01%
686
2021
Q1
$11.3K
Hold
225
–
–
﹤0.01%
717
2020
Q4
$10.9K
Hold
225
–
–
﹤0.01%
725
2020
Q3
$10.9K
Hold
225
–
–
﹤0.01%
672
2020
Q2
$11.2K
Hold
225
–
–
﹤0.01%
668
2020
Q1
$10.4K
Hold
225
–
–
﹤0.01%
656
2019
Q4
$11.1K
Hold
225
–
–
﹤0.01%
718
2019
Q3
$10.6K
Buy
+225
New
+$9.71K
﹤0.01%
730
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1-Year Est. Return
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1-Year Est. Return
VPM
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$1.91T AUM
Two Sigma Investments
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$121B AUM
33.93%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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