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EP Wealth Advisors’s Campbell Soup CPB Stock Holding History

EP Wealth Advisors’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
Q2 		$366K Buy
+16,438
New +$347K ﹤0.01% 1186
2025
Q2 		$263K Buy
8,583
+37
+0.4% +$1.3K ﹤0.01% 1096
2025
Q1 		$341K Buy
8,546
+2,746
+47% +$108K ﹤0.01% 852
2024
Q4 		$243K Sell
5,800
-1,161
-17% -$52.5K ﹤0.01% 965
2024
Q3 		$341K Buy
+6,961
New +$339K ﹤0.01% 811

Other funds holding CPB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's CPB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Campbell Soup (CPB) in Q2 2026: 16,438 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in CPB as recently as Q2 2025.

EP Wealth Advisors first reported a position in CPB in Q3 2024 and has held it in 5 quarters since. 619 funds tracked by Wall St. Rank hold CPB as of Q2 2026.

  • EP Wealth Advisors held 16,438 shares of Campbell Soup worth $366K as of Q2 2026.
  • Campbell Soup was a new EP Wealth Advisors position in Q2 2026.
  • Campbell Soup made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1186 holding.
  • EP Wealth Advisors first reported a position in Campbell Soup in Q3 2024 and has held it in 5 quarters since.
  • 619 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.