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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's CPB Position: Q2 2025 in Review

EP Wealth Advisors increased its Campbell Soup (CPB) stake by 0.43% in Q2 2025, buying an estimated $1.3K and bringing the position to 8,583 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

EP Wealth Advisors first reported a position in CPB in Q3 2024 and has held it in 4 quarters since. The position peaked at $341K in Q1 2025. 639 funds tracked by Wall St. Rank hold CPB as of Q2 2025.

  • EP Wealth Advisors held 8,583 shares of Campbell Soup worth $263K as of Q2 2025.
  • EP Wealth Advisors bought 37 Campbell Soup shares in Q2 2025, an estimated $1.3K.
  • Campbell Soup made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1096 holding.
  • EP Wealth Advisors first reported a position in Campbell Soup in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Campbell Soup position peaked at $341K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.