Vertex Planning Partners’s Campbell Soup CPB Stock Holding History

Vertex Planning 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
2025 Q4	–	Sell	-14,808	Closed	-$468K	–	135
2025 Q3	$468K	Hold	14,808	–	–	0.09%	118
2025 Q2	$454K	Sell	14,808 -23	-0.2%	-$809	0.09%	116
2025 Q1	$592K	Hold	14,831	–	–	0.13%	89
2024 Q4	$621K	Hold	14,831	–	–	0.14%	89
2024 Q3	$726K	Hold	14,831	–	–	0.17%	67
2024 Q2	$670K	Buy	14,831 +8	+0.1%	+$357	0.17%	63
2024 Q1	$659K	Hold	14,823	–	–	0.18%	62
2023 Q4	$641K	Buy	14,823 +15	+0.1%	+$617	0.19%	63
2023 Q3	$608K	Sell	14,808 -14	-0.1%	-$612	0.21%	58
2023 Q2	$678K	Buy	14,822 +14	+0.1%	+$722	0.23%	58
2023 Q1	$814K	Sell	14,808 -8	-0.1%	-$425	0.31%	45
2022 Q4	$841K	Buy	+14,816	New	+$777K	0.33%	40

Other funds holding CPB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vertex Planning Partners's CPB Position: Q4 2025 in Review

Vertex Planning Partners sold out of Campbell Soup (CPB) in Q4 2025, closing a stake of 14,808 shares — an estimated $468K sold.

Vertex Planning Partners first reported a position in CPB in Q4 2022 and held it in 12 quarters. The position peaked at $841K in Q4 2022. 613 funds tracked by Wall St. Rank hold CPB as of Q4 2025.

Vertex Planning Partners reported no remaining Campbell Soup position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 14,808 Campbell Soup shares in Q4 2025, an estimated $468K.
Vertex Planning Partners first reported a position in Campbell Soup in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Campbell Soup position peaked at $841K in Q4 2022.
613 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.