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True Wealth Design’s Campbell Soup CPB Stock Holding History

True Wealth Design’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
Q3 		$21.2K Sell
1,071
-381
-26% -$8.45K 0.01% 808
2026
Q2 		$32.3K Buy
1,452
+1,391
+2,280% +$29.3K 0.01% 647
2026
Q1 		$1.36K Sell
61
-353
-85% -$9.06K ﹤0.01% 1689
2025
Q4 		$11.5K Buy
414
+68
+20% +$2.04K ﹤0.01% 803
2025
Q3 		$10.9K Buy
346
+275
+387% +$8.89K ﹤0.01% 802
2025
Q2 		$2.18K Buy
71
+18
+34% +$633 ﹤0.01% 1148
2025
Q1 		$2.12K Buy
53
+27
+104% +$1.06K ﹤0.01% 992
2024
Q4 		$1.09K Buy
26
+4
+18% +$181 ﹤0.01% 911
2024
Q3 		$1.08K Buy
22
+7
+47% +$341 ﹤0.01% 957
2024
Q2 		$678 Hold
15
– – ﹤0.01% 602
2024
Q1 		$667 Buy
15
+4
+36% +$173 ﹤0.01% 561
2023
Q4 		$476 Hold
11
– – ﹤0.01% 482
2023
Q3 		$452 Hold
11
– – ﹤0.01% 443
2023
Q2 		$503 Hold
11
– – ﹤0.01% 436
2023
Q1 		$605 Hold
11
– – ﹤0.01% 486
2022
Q4 		$624 Buy
+11
New +$577 ﹤0.01% 410

Other funds holding CPB

GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

True Wealth Design's CPB Position: Q3 2026 in Review

True Wealth Design reduced its Campbell Soup (CPB) stake by 26% in Q3 2026, selling an estimated $8.45K and leaving 1,071 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #808.

True Wealth Design first reported a position in CPB in Q4 2022 and has held it in 16 quarters since. The position peaked at $32.3K in Q2 2026. 43 funds tracked by Wall St. Rank hold CPB as of Q3 2026.

  • True Wealth Design held 1,071 shares of Campbell Soup worth $21.2K as of Q3 2026.
  • True Wealth Design sold 381 Campbell Soup shares in Q3 2026, an estimated $8.45K.
  • Campbell Soup made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #808 holding.
  • True Wealth Design first reported a position in Campbell Soup in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Campbell Soup position peaked at $32.3K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Campbell Soup as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.