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 BMA
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,880,663 | 218,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,540,154 | 116,905 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $1,530,718 | 21,802 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,596,184 | 34,382 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,991,514 | 20,582 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $2,052,764 | 32,327 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $641,981 | 11,198 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $852,978 | 17,704 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $754,580 | 26,292 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $364,728 | 18,486 | Shares | Other | 2023-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||