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Institute for Wealth Management’s Campbell Soup CPB Stock Holding History

Institute for 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
2026
Q2 		$26.1K Buy
+1,174
New +$24.8K ﹤0.01% 1051
2018
Q1 		– Sell
-4,255
Closed -$207K – 279
2017
Q4 		$207K Buy
+4,255
New +$202K 0.05% 355
2017
Q3 		– Sell
-10,851
Closed -$571K – 273
2017
Q2 		$571K Buy
+10,851
New +$614K 0.16% 200

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's CPB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Campbell Soup (CPB) in Q2 2026: 1,174 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CPB as recently as Q4 2017.

Institute for Wealth Management first reported a position in CPB in Q2 2017 and has held it in 3 quarters since. The position peaked at $571K in Q2 2017. 621 funds tracked by Wall St. Rank hold CPB as of Q2 2026.

  • Institute for Wealth Management held 1,174 shares of Campbell Soup worth $26.1K as of Q2 2026.
  • Campbell Soup was a new Institute for Wealth Management position in Q2 2026.
  • Campbell Soup made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1051 holding.
  • Institute for Wealth Management first reported a position in Campbell Soup in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Campbell Soup position peaked at $571K in Q2 2017.
  • 621 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.