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Mark Sheptoff Financial Planning’s Campbell Soup CPB Stock Holding History

Mark Sheptoff Financial Planning’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 		$6.9K Hold
310
– – ﹤0.01% 414
2026
Q1 		$6.48K Buy
310
+10
+3% +$257 ﹤0.01% 400
2025
Q4 		$8.36K Hold
300
– – ﹤0.01% 369
2025
Q3 		$9.47K Buy
+300
New +$9.7K ﹤0.01% 348

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

Mark Sheptoff Financial Planning's CPB Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Campbell Soup (CPB) position steady in Q2 2026 at 310 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Mark Sheptoff Financial Planning first reported a position in CPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.47K in Q3 2025. 620 funds tracked by Wall St. Rank hold CPB as of Q2 2026.

  • Mark Sheptoff Financial Planning held 310 shares of Campbell Soup worth $6.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Campbell Soup share count unchanged in Q2 2026.
  • Campbell Soup made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #414 holding.
  • Mark Sheptoff Financial Planning first reported a position in Campbell Soup in Q3 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Campbell Soup position peaked at $9.47K in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.