Capital Wealth Planning, LLC
Capital Wealth Planning, LLC reported 154 positions worth $20.02B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CAT (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CAT | SH | $1.28B | 6.37% | 1,197,856 | — | — | |
| ▸ 2 | AAPL | SH | $1.03B | 5.17% | 3,575,732 | — | — | |
| ▸ 3 | GS | SH | $1.03B | 5.12% | 1,013,622 | — | — | |
| ▸ 4 | MSFT | SH | $968.5M | 4.84% | 2,596,309 | — | — | |
| ▸ 5 | JPM | SH | $943.5M | 4.71% | 2,882,314 | — | — | |
| ▸ 6 | AXP | SH | $814.3M | 4.07% | 2,407,310 | — | — | |
| ▸ 7 | AMGN | SH | $736.5M | 3.68% | 2,033,759 | — | — | |
| ▸ 8 | TJX | SH | $728.5M | 3.64% | 4,808,671 | — | — | |
| ▸ 9 | CME | SH | $711.7M | 3.55% | 3,222,707 | — | — | |
| ▸ 10 | CVX | SH | $711.3M | 3.55% | 4,290,958 | — | — |
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Frequently Asked Questions
What stocks does Capital Wealth Planning, LLC hold as of Q2 2026?
Capital Wealth Planning, LLC reported 154 positions worth $20.02B in its Q2 2026 13F filing. Largest positions: CAT (6.4%), AAPL (5.2%), GS (5.1%), MSFT (4.8%) and JPM (4.7%).
What did Capital Wealth Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Wealth Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.