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 MRK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,317,451 | 4,516,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $526,741,775 | 5,004,197 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $267,857,726 | 3,191,442 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $125,609,979 | 1,586,786 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $345,306 | 3,847 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $204,994,555 | 2,060,661 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $350,255,719 | 3,084,323 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $367,615,804 | 2,969,433 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $299,256,266 | 2,267,952 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $274,021,224 | 2,513,495 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $354,722,048 | 3,445,576 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $401,727,976 | 3,481,480 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $233,609,778 | 2,195,787 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $391,484,078 | 3,528,473 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $278,957,147 | 3,239,168 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $230,510,125 | 2,528,355 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $105,497,345 | 1,285,769 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $570,048 | 7,438 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,126,274 | 14,995 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,309,024 | 16,832 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,219,243 | 16,575 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,356,958 | 17,385 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $57,293,859 | 723,857 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $50,026,701 | 677,977 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $66,217,781 | 901,953 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||