Capital Wealth Planning, LLC
Holdings in IBM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $723,952,345 | 2,444,051 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $614,420,611 | 2,177,561 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $683,466,590 | 2,318,565 | Shares | Other | 2025-08-07 |
| 2025-03-31 | $526,566,394 | 2,117,616 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $455,684,067 | 2,072,893 | Shares | Other | 2025-02-05 |
| 2024-09-30 | $440,987,169 | 1,994,695 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $273,029,246 | 1,578,660 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $277,038,656 | 1,450,768 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $172,886,742 | 1,057,088 | Shares | Sole | 2024-02-08 |
| 2021-06-30 | $326,253 | 2,328 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $296,586 | 2,328 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $284,373 | 2,363 | Shares | Sole | 2021-01-25 |
| 2020-09-30 | $233,569 | 2,008 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $266,248 | 2,306 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $451,461 | 4,257 | Shares | Sole | 2020-04-30 |