Capital Wealth Planning, LLC
Holdings in AXP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $796,363,247 | 2,152,624 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $720,535,421 | 2,169,242 | Shares | Other | 2025-11-13 |
| 2025-06-30 | $584,132,443 | 1,831,251 | Shares | Other | 2025-08-07 |
| 2025-03-31 | $524,369,033 | 1,948,965 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $450,428,685 | 1,517,668 | Shares | Other | 2025-02-05 |
| 2024-09-30 | $337,333,476 | 1,243,855 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $257,483 | 1,112 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $243,400 | 1,069 | Shares | Sole | 2024-05-07 |
| 2023-09-30 | $676,576 | 4,535 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $785,642 | 4,510 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $746,398 | 4,525 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $1,020,509 | 6,907 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,178,708 | 8,737 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $154,414,361 | 1,113,940 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,195,865 | 6,395 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $1,089,576 | 6,660 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $950,732 | 5,675 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $990,553 | 5,995 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $918,652 | 6,495 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $825,815 | 6,830 | Shares | Sole | 2021-01-25 |
| 2020-09-30 | $746,461 | 7,446 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $793,492 | 8,335 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $941,624 | 10,999 | Shares | Sole | 2020-04-30 |