WJWM
CPB icon

Williams Jones Wealth Management’s Campbell Soup CPB Stock Holding History

Williams Jones 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 		$370K Sell
16,634
-500
-3% -$10.5K ﹤0.01% 414
2026
Q1 		$382K Buy
17,134
+474
+3% +$12.2K ﹤0.01% 394
2025
Q4 		$464K Sell
16,660
-3
-0% -$90 0.01% 360
2025
Q3 		$526K Sell
16,663
-500
-3% -$16.2K 0.01% 342
2025
Q2 		$526K Hold
17,163
– – 0.01% 341
2025
Q1 		$685K Hold
17,163
– – 0.01% 289
2024
Q4 		$719K Sell
17,163
-252
-1% -$11.4K 0.01% 288
2024
Q3 		$852K Buy
17,415
+2
+0% +$97 0.01% 276
2024
Q2 		$787K Hold
17,413
– – 0.01% 281
2024
Q1 		$774K Hold
17,413
– – 0.01% 289
2023
Q4 		$753K Sell
17,413
-114
-0.7% -$4.69K 0.01% 285
2023
Q3 		$720K Sell
17,527
-410
-2% -$17.9K 0.01% 288
2023
Q2 		$820K Hold
17,937
– – 0.01% 277
2023
Q1 		$986K Sell
17,937
-400
-2% -$21.2K 0.02% 281
2022
Q4 		$1.04M Buy
18,337
+399
+2% +$20.9K 0.02% 262
2022
Q3 		$845K Sell
17,938
-200
-1% -$9.81K 0.01% 293
2022
Q2 		$872K Buy
18,138
+5,786
+47% +$273K 0.01% 290
2022
Q1 		$551K Buy
+12,352
New +$546K 0.01% 334
2021
Q3 		– Sell
-4,766
Closed -$217K – 498
2021
Q2 		$217K Sell
4,766
-900
-16% -$43.3K ﹤0.01% 455
2021
Q1 		$285K Hold
5,666
– – ﹤0.01% 402
2020
Q4 		$274K Buy
5,666
+1,000
+21% +$48.3K ﹤0.01% 387
2020
Q3 		$226K Hold
4,666
– – ﹤0.01% 379
2020
Q2 		$232K Hold
4,666
– – ﹤0.01% 351
2020
Q1 		$215K Hold
4,666
– – 0.01% 338
2019
Q4 		$231K Hold
4,666
– – ﹤0.01% 396
2019
Q3 		$219K Buy
+4,666
New +$201K ﹤0.01% 386

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

Williams Jones Wealth Management's CPB Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Campbell Soup (CPB) stake by 2.9% in Q2 2026, selling an estimated $10.5K and leaving 16,634 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Williams Jones Wealth Management first reported a position in CPB in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.04M in Q4 2022. 621 funds tracked by Wall St. Rank hold CPB as of Q2 2026.

  • Williams Jones Wealth Management held 16,634 shares of Campbell Soup worth $370K as of Q2 2026.
  • Williams Jones Wealth Management sold 500 Campbell Soup shares in Q2 2026, an estimated $10.5K.
  • Campbell Soup made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Williams Jones Wealth Management first reported a position in Campbell Soup in Q3 2019 and has held it in 26 quarters since.
  • Williams Jones Wealth Management's Campbell Soup position peaked at $1.04M in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.