Carson Wealth (CWM LLC)
CPB icon

Carson Wealth (CWM LLC)’s Campbell Soup CPB Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-74
Closed -$4K – 223
2013
Q4 		$4K Buy
+74
New +$3.06K ﹤0.01% 544

Other funds holding CPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CPB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Campbell Soup (CPB) stake by 3.2% in Q1 2026, selling an estimated $65.8K and leaving 78,592 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Carson Wealth (CWM LLC) first reported a position in CPB in Q3 2013 and has held it in 45 quarters since. The position peaked at $2.37M in Q3 2014. 581 funds tracked by Wall St. Rank hold CPB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 78,592 shares of Campbell Soup worth $1.75M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,562 Campbell Soup shares in Q1 2026, an estimated $65.8K.
  • Campbell Soup made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1257 holding.
  • Carson Wealth (CWM LLC) first reported a position in Campbell Soup in Q3 2013 and has held it in 45 quarters since.
  • Carson Wealth (CWM LLC)'s Campbell Soup position peaked at $2.37M in Q3 2014.
  • 581 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.