Capital Wealth Planning, LLC

Position in IBM — International Business Machines Corp

CIK 1566728 NAPLES, FL

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$654,352,047

+$12,047,877 QoQ

Shares Held

2,326,916

-12.2% QoQ

Ownership

0.247%

of shares outstanding

% of Portfolio

3.33%

of 13F equity value

Holder Rank

#41

of 3,616 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Technology · as of Jun 30, 2026

Capital Wealth Planning, LLC holds $654,352,047 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	2,326,916	$654,352,047

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,352,047	2,326,916	-12.2%	Shares	Other	2026-08-14
2026-03-31	$642,304,170	2,649,879	+8.4%	Shares	Sole	2026-05-15
2025-12-31	$723,952,345	2,444,051	+12.2%	Shares	Other	2026-02-11
2025-09-30	$614,420,611	2,177,561	-6.1%	Shares	Sole	2025-11-13
2025-06-30	$683,466,590	2,318,565	+9.5%	Shares	Other	2025-08-07
2025-03-31	$526,566,394	2,117,616	+2.2%	Shares	Sole	2025-05-12
2024-12-31	$455,684,067	2,072,893	+3.9%	Shares	Other	2025-02-05
2024-09-30	$440,987,169	1,994,695	+26.4%	Shares	Sole	2024-11-12
2024-06-30	$273,029,246	1,578,660	+8.8%	Shares	Sole	2024-08-09
2024-03-31	$277,038,656	1,450,768	+37.2%	Shares	Sole	2024-05-07
2023-12-31	$172,886,742	1,057,088	+45307.6%	Shares	Sole	2024-02-08
2021-06-30	$341,261	2,328	0.0%	Shares	Sole	2021-08-03
2021-03-31	$310,229	2,328	-1.5%	Shares	Sole	2021-04-19
2020-12-31	$297,454	2,363	+17.7%	Shares	Sole	2021-01-25
2020-09-30	$244,313	2,008	-12.9%	Shares	Sole	2020-11-10
2020-06-30	$278,495	2,306	-45.8%	Shares	Sole	2020-08-14
2020-03-31	$472,228	4,257	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.