Brandywine Trust Co.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Brandywine Trust Co. reported 31 stock positions worth $602.2 million. Its top holding was Campbell's (CPB) at 35.7% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 35.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 12.7%). Compared with Q1 2024, it sold out of 1, added to 3 and reduced 2. The biggest buy was Vanguard Tot World STK ETF (VT, shares +3%) and the biggest sale Campbell's (CPB, shares −2%).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001123803
Portfolio Value
$602.2M (Q2 2024)
SEC Filing
0000919574-24-004679 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $589.6M Q1 2024 Q2 2024: $602.2M $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 · $602.2M
CPB The Campbell's Company filed as CAMPBELL SOUP CO 35.72% 4,759,192 $215.1M Reduce -2.0%
VT Vanguard Tot World STK ETF 35.20% 1,881,755 $211.9M Add +3.4%
SPY SS SPDR S&P 500 ETF Trust-US 12.75% 141,064 $76.8M Add +3.8%
ABBV Abbvie Inc. 3.76% 131,946 $22.6M No change
BRK.A Berkshire Hathaway Inc. Class A 2.24% 22 $13.5M No change
WFC Wells Fargo & Co. 2.24% 226,617 $13.5M Reduce -1.5%
ABT Abbott Laboratories 2.01% 116,669 $12.1M No change
XOM Exxon Mobil Corp. 1.59% 83,255 $9.6M No change
VEA Vanguard Ftse Developed ETF 1.06% 129,767 $6.4M Add +4.1%
PM Philip Morris International 0.52% 30,814 $3.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.43% 6,348 $2.6M No change
GE General Electric filed as GE AEROSPACE 0.24% 9,163 $1.5M No change
CMCSA Comcast Corp. Class A 0.24% 36,840 $1.4M No change
MO Altria Group Inc. 0.23% 30,814 $1.4M No change
MDLZ Mondelez International Inc. Class A 0.23% 21,323 $1.4M No change
K Kellanova 0.22% 22,860 $1.3M No change
MLM Martin Marietta Materials 0.22% 2,400 $1.3M No change
ACWI iShares MSCI Acwi ETF 0.18% 9,746 $1.1M No change
CVX Chevron Corp. 0.13% 5,129 $802K No change
UVV Universal Corp. 0.12% 14,907 $718K No change
KO The Coca-Cola Co. 0.11% 10,682 $680K No change
NEE Nextera Energy Inc. 0.09% 8,000 $566K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 13,326 $530K No change
SU Suncor Energy Inc. 0.08% 13,000 $495K No change
GEV GE Vernova Inc. 0.07% 2,290 $393K No change
AMZN Amazon.com Inc. 0.04% 1,400 $271K No change
GEHC GE Healthcare Technology 0.04% 3,054 $238K No change
WOR Worthington Enterprises Inc. 0.04% 5,000 $237K No change
CI The Cigna Group 0.04% 693 $229K No change
KHC The Kraft Heinz Co. 0.04% 7,107 $229K No change
JPM JPMorgan Chase & Co. 0.03% 1,000 $202K No change

Portfolio Sells Q1 2024 → Q2 2024
CPB The Campbell's Company Reduce -2.0% 35.72% −0.89
WY Weyerhaeuser Co. Sold out 0.00% −0.04
WFC Wells Fargo & Co. Reduce -1.5% 2.24% −0.03

Portfolio Buys Q1 2024 → Q2 2024
VT Vanguard Tot World STK ETF Add +3.4% 35.20% +1.07
SPY SS SPDR S&P 500 ETF Trust-US Add +3.8% 12.75% +0.69
VEA Vanguard Ftse Developed ETF Add +4.1% 1.06% +0.00

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