HWM
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HB Wealth Management’s Campbell Soup CPB Stock Holding History

HB 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
2025
Q4 		– Sell
-19,244
Closed -$608K – 1416
2025
Q3 		$608K Buy
19,244
+11,185
+139% +$361K ﹤0.01% 782
2025
Q2 		$247K Buy
8,059
+959
+14% +$33.7K ﹤0.01% 1021
2025
Q1 		$283K Sell
7,100
-618
-8% -$24.2K ﹤0.01% 996
2024
Q4 		$323K Buy
7,718
+319
+4% +$14.4K ﹤0.01% 782
2024
Q3 		$362K Buy
7,399
+640
+9% +$31.1K ﹤0.01% 694
2024
Q2 		$305K Buy
6,759
+887
+15% +$39.5K ﹤0.01% 705
2024
Q1 		$261K Buy
5,872
+349
+6% +$15.1K ﹤0.01% 707
2023
Q4 		$239K Sell
5,523
-856
-13% -$35.2K ﹤0.01% 688
2023
Q3 		$262K Buy
+6,379
New +$279K ﹤0.01% 605

Other funds holding CPB

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return