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Forum Financial Management’s Campbell Soup CPB Stock Holding History

Forum Financial 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
2025
Q3 		– Sell
-9,851
Closed -$302K – 1019
2025
Q2 		$302K Buy
9,851
+3,556
+56% +$125K ﹤0.01% 666
2025
Q1 		$251K Buy
6,295
+2
+0% +$78 ﹤0.01% 695
2024
Q4 		$264K Buy
+6,293
New +$284K ﹤0.01% 692

Other funds holding CPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Forum Financial Management's CPB Position: Q3 2025 in Review

Forum Financial Management sold out of Campbell Soup (CPB) in Q3 2025, closing a stake of 9,851 shares — an estimated $302K sold.

Forum Financial Management first reported a position in CPB in Q4 2024 and held it in 3 quarters. The position peaked at $302K in Q2 2025. 644 funds tracked by Wall St. Rank hold CPB as of Q3 2025.

  • Forum Financial Management reported no remaining Campbell Soup position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 9,851 Campbell Soup shares in Q3 2025, an estimated $302K.
  • Forum Financial Management first reported a position in Campbell Soup in Q4 2024 and held it in 3 quarters.
  • Forum Financial Management's Campbell Soup position peaked at $302K in Q2 2025.
  • 644 funds tracked by Wall St. Rank held Campbell Soup as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.