SWP
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Significant Wealth Partners’s Campbell Soup CPB Stock Holding History

Significant Wealth Partners’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 		$247K Buy
11,092
+748
+7% +$15.8K 0.27% 85
2026
Q1 		$230K Buy
10,344
+2,129
+26% +$54.7K 0.28% 86
2025
Q4 		$229K Sell
8,215
-8,100
-50% -$244K 0.26% 55
2025
Q3 		$515K Buy
16,315
+3,732
+30% +$121K 0.25% 40
2025
Q2 		$386K Buy
12,583
+2,066
+20% +$72.7K 0.19% 49
2025
Q1 		$420K Buy
10,517
+1,346
+15% +$52.8K 0.22% 40
2024
Q4 		$384K Buy
9,171
+209
+2% +$9.44K 0.2% 37
2024
Q3 		$438K Buy
8,962
+928
+12% +$45.2K 0.23% 31
2024
Q2 		$363K Buy
8,034
+2,145
+36% +$95.6K 0.2% 37
2024
Q1 		$262K Buy
+5,889
New +$255K 0.17% 131

Other funds holding CPB

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return