Capital Wealth Planning, LLC
Top Portfolio Positions
135 positions ·
$17,384,328,041 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,507,605 | $928,240,142 | 5.34% | |
| 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 | 5.19% | |
| RTX |
RTX Corp
Industrials
|
4,607,925 | $888,868,731 | 5.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,873,074 | $845,143,447 | 4.86% | |
| CAT |
Caterpillar Inc
Industrials
|
1,186,096 | $840,301,572 | 4.83% | |
| CVX |
Chevron Corp
Energy
|
3,865,516 | $799,775,260 | 4.60% | |
| AXP |
American Express Co
Financial Services
|
2,629,848 | $795,476,423 | 4.58% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
4,656,885 | $743,704,534 | 4.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,189,130 | $719,982,965 | 4.14% |
Portfolio Trend
Holdings in V
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $708,318,178 | 2,343,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $761,406,490 | 2,171,043 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $691,493,182 | 2,025,582 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $665,440,035 | 1,874,215 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $643,853,897 | 1,837,168 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $628,381,699 | 1,988,298 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $544,580,541 | 1,980,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $474,843,925 | 1,809,136 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $496,585,183 | 1,779,365 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $482,830,530 | 1,854,544 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $452,696,710 | 1,968,161 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $456,512,315 | 1,922,319 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $422,310,478 | 1,873,106 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $363,004,088 | 1,747,228 | Shares | Other | 2023-02-03 | |
| 2022-12-31 | $124,656 | 600 | Call | Sole | 2023-02-03 | |
| 2022-09-30 | $275,520,760 | 1,550,919 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $274,279,582 | 1,393,060 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $255,795,727 | 1,153,428 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $953,524 | 4,400 | Call | Sole | 2022-02-04 | |
| 2021-12-31 | $199,460,749 | 920,404 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $190,574,207 | 855,552 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $185,267,042 | 792,349 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $210,438 | 900 | Call | Other | 2021-08-03 | |
| 2021-03-31 | $147,232,595 | 695,379 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $133,300,623 | 609,430 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $103,035,942 | 515,257 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $92,935,245 | 481,106 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $71,781,054 | 445,513 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||