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 MUFG
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,830,248 | 1,698,895 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,428,569 | 1,098,901 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $17,001,460 | 1,066,591 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $11,113,556 | 810,026 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $6,397,553 | 469,373 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,742,934 | 319,363 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $2,826,680 | 277,670 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,421,783 | 502,017 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $4,648,133 | 454,363 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,112,644 | 361,515 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $1,695,096 | 199,658 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $712,649 | 96,696 | Shares | Other | 2023-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||