Brandywine Trust Co.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Brandywine Trust Co. reported 31 stock positions worth $589.6 million. Its top holding was Campbell's (CPB) at 36.6% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 34.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 12.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 5 and reduced 3. The biggest buy was Campbell's (CPB, shares +20%) and the biggest sale an exit from Uipath Class A (PATH).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001123803
Portfolio Value
$589.6M (Q1 2024)
SEC Filing
0000919574-24-003171 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $589.6M $589.6M Q1 2024 Q2 2024: $602.2M Q2 2024 Q3 2024: $671.0M Q3 2024 Q4 2024: $634.1M Q4 2024 Q1 2025: $645.0M Q1 2025 Q2 2025: $654.6M Q2 2025 Q3 2025: $657.4M Q3 2025 Q4 2025: $570.4M Q4 2025 Q1 2026: $551.8M Q1 2026 Q2 2026: $620.6M Q2 2026

Holdings 31 stocks · $589.6M
CPB The Campbell's Company filed as CAMPBELL SOUP CO 36.61% 4,855,692 $215.8M Add +20.3%
VT Vanguard Tot World STK ETF 34.12% 1,820,599 $201.2M Add +12.3%
SPY SS SPDR S&P 500 ETF Trust-US 12.06% 135,968 $71.1M Add +3.8%
ABBV Abbvie Inc. 4.08% 131,946 $24.0M Reduce -2.1%
BRK.A Berkshire Hathaway Inc. Class A 2.37% 22 $14.0M No change
WFC Wells Fargo & Co. 2.26% 230,162 $13.3M Reduce -3.6%
ABT Abbott Laboratories 2.25% 116,669 $13.3M No change
XOM Exxon Mobil Corp. 1.64% 83,255 $9.7M Reduce -10.3%
VEA Vanguard Ftse Developed ETF 1.06% 124,672 $6.3M Add +21.3%
PM Philip Morris International 0.48% 30,814 $2.8M No change
BRK.B Berkshire Hathaway Inc. Class B 0.45% 6,348 $2.7M Add +1.5%
GE General Electric 0.27% 9,163 $1.6M No change
CMCSA Comcast Corp. Class A 0.27% 36,840 $1.6M No change
MDLZ Mondelez International Inc. Class A 0.25% 21,323 $1.5M No change
MLM Martin Marietta Materials 0.25% 2,400 $1.5M No change
MO Altria Group Inc. 0.23% 30,814 $1.3M No change
K Kellanova 0.22% 22,860 $1.3M No change
ACWI iShares MSCI Acwi ETF 0.18% 9,746 $1.1M New
CVX Chevron Corp. 0.14% 5,129 $809K No change
UVV Universal Corp. 0.13% 14,907 $771K No change
KO The Coca-Cola Co. 0.11% 10,682 $654K No change
NEE Nextera Energy Inc. 0.09% 8,000 $511K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 13,326 $505K No change
SU Suncor Energy Inc. 0.08% 13,000 $480K No change
WOR Worthington Enterprises Inc. 0.05% 5,000 $311K No change
GEHC GE Healthcare Technology 0.05% 3,054 $278K No change
KHC The Kraft Heinz Co. 0.04% 7,107 $262K No change
AMZN Amazon.com Inc. 0.04% 1,400 $253K No change
CI The Cigna Group 0.04% 693 $252K No change
WY Weyerhaeuser Co. 0.04% 6,400 $230K No change
JPM JPMorgan Chase & Co. 0.03% 1,000 $200K New

Portfolio Sells Q4 2023 → Q1 2024
PATH Uipath Inc. Class A Sold out 0.00% −0.74
XOM Exxon Mobil Corp. Reduce -10.3% 1.64% −0.23
ABBV Abbvie Inc. Reduce -2.1% 4.08% −0.12
WFC Wells Fargo & Co. Reduce -3.6% 2.26% −0.10

Portfolio Buys Q4 2023 → Q1 2024
CPB The Campbell's Company Add +20.3% 36.61% +1.51
VT Vanguard Tot World STK ETF Add +12.3% 34.12% +0.58
ACWI iShares MSCI Acwi ETF New 0.18% +0.18
VEA Vanguard Ftse Developed ETF Add +21.3% 1.06% +0.07
JPM JPMorgan Chase & Co. New 0.03% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +1.5% 0.45% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +3.8% 12.06% −0.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 33$620.6MVT, SPY, CPB, ABBV, BRK.A
Q1 2026 31$551.8MVT, SPY, CPB, ABBV, BRK.A
Q4 2025 32$570.4MVT, SPY, CPB, ABBV, WFC
Q3 2025 33$657.4MVT, CPB, SPY, ABBV, WFC
Q2 2025 35$654.6MVT, CPB, SPY, ABBV, WFC
Q1 2025 35$645.0MVT, CPB, SPY, ABBV, BRK.A
Q4 2024 32$634.1MVT, CPB, SPY, ABBV, WFC
Q3 2024 33$671.0MVT, CPB, SPY, ABBV, BRK.A
Q2 2024 31$602.2MCPB, VT, SPY, ABBV, BRK.A
Q1 2024 31$589.6MCPB, VT, SPY, ABBV, BRK.A