Capital Wealth Planning, LLC
Top Portfolio Positions
138 positions ·
$17,417,026,194 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,507,605 | $928,240,142 | 5.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
1,067,492 | $903,087,557 | 5.19% | |
| AAPL |
Apple Inc.
Technology
|
3,553,595 | $901,866,874 | 5.18% | |
| RTX |
RTX Corp
Industrials
|
4,607,925 | $888,868,731 | 5.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,873,074 | $845,143,447 | 4.85% | |
| CAT |
Caterpillar Inc
Industrials
|
1,186,096 | $840,301,572 | 4.82% | |
| CVX |
Chevron Corp
Energy
|
3,865,516 | $799,775,260 | 4.59% | |
| AXP |
American Express Co
Financial Services
|
2,629,848 | $795,476,423 | 4.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
4,656,885 | $743,704,534 | 4.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,189,130 | $719,982,965 | 4.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BCS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,175,678 | 906,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,309,220 | 758,712 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $13,768,948 | 666,132 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,405,368 | 505,937 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $8,237,184 | 536,275 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,338,606 | 401,701 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $3,635,705 | 299,235 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,546,302 | 237,750 | Shares | Other | 2024-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||