Capital Wealth Planning, LLC

Position in AXP — American Express Co

CIK 1566728 NAPLES, FL

Position in AXP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$795,476,423

-$886,824 QoQ

Shares Held

2,629,848

+22.2% QoQ

Ownership

0.385%

of shares outstanding

% of Portfolio

4.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 54.53311370086789.ToString("F0")% Shared 0.ToString("F0")% None 45.46688629913212.ToString("F0")%

Financial Services · as of Mar 31, 2026

Capital Wealth Planning, LLC holds $1,504,031,760 across 3 Credit Services names. AXP ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	2,629,848	$795,476,423
2	V	Visa Inc.	2,343,562	$708,318,178
3	COF	Capital One Financial Corp	1,300	$237,159

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$795,476,423	2,629,848	+22.2%	Shares	Sole	2026-05-15
2025-12-31	$796,363,247	2,152,624	-0.8%	Shares	Other	2026-02-11
2025-09-30	$720,535,421	2,169,242	+18.5%	Shares	Other	2025-11-13
2025-06-30	$584,132,443	1,831,251	-6.0%	Shares	Other	2025-08-07
2025-03-31	$524,369,033	1,948,965	+28.4%	Shares	Sole	2025-05-12
2024-12-31	$450,428,685	1,517,668	+22.0%	Shares	Other	2025-02-05
2024-09-30	$337,333,476	1,243,855	+111757.5%	Shares	Sole	2024-11-12
2024-06-30	$257,483	1,112	+4.0%	Shares	Sole	2024-08-09
2024-03-31	$243,400	1,069	-76.4%	Shares	Sole	2024-05-07
2023-09-30	$676,576	4,535	+0.6%	Shares	Sole	2023-11-06
2023-06-30	$785,642	4,510	-0.3%	Shares	Sole	2023-08-04
2023-03-31	$746,398	4,525	-34.5%	Shares	Sole	2023-05-04
2022-12-31	$1,020,509	6,907	-20.9%	Shares	Sole	2023-02-03
2022-09-30	$1,178,708	8,737	-99.2%	Shares	Sole	2022-11-09
2022-06-30	$154,414,361	1,113,940	+17318.9%	Shares	Sole	2022-08-08
2022-03-31	$1,195,865	6,395	-4.0%	Shares	Sole	2022-05-11
2021-12-31	$1,089,576	6,660	+17.4%	Shares	Sole	2022-02-04
2021-09-30	$950,732	5,675	-5.3%	Shares	Sole	2021-11-03
2021-06-30	$990,553	5,995	-7.7%	Shares	Sole	2021-08-03
2021-03-31	$918,652	6,495	-4.9%	Shares	Sole	2021-04-19
2020-12-31	$825,815	6,830	-8.3%	Shares	Sole	2021-01-25
2020-09-30	$746,461	7,446	-10.7%	Shares	Sole	2020-11-10
2020-06-30	$793,492	8,335	-24.2%	Shares	Sole	2020-08-14
2020-03-31	$941,624	10,999	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.