Position history for Capital Wealth Planning, LLC's holdings in MICROSOFT CORP
Capital Wealth Planning, LLC holds 2.5M shares of MSFT (MICROSOFT CORP), worth $928.2M as of 2026-Q1. The position was increased (+52.0% shares). MSFT represents 5.1% of Capital Wealth Planning, LLC's portfolio.
Current Value
$928.2M
Current Shares
2.5M
Total Value Change
+$384.6M
Total Shares Change
+1.3M
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.5M |
+52.0% |
| $928.2M |
| 5.1% |
| $403.93 |
86 |
| 2025-Q4 | Increased | 1.6M | +15.0% | $790.9M | 5.1% | $487.48 | 71 |
| 2025-Q3 | Increased | 1.4M | +6.2% | $743M | 5.2% | $513.64 | 65 |
| 2025-Q2 | Decreased | 1.4M | -5.7% | $671.9M | 5.3% | $494.20 | 0 |
| 2025-Q1 | Increased | 1.4M | +4.8% | $537.8M | 4.7% | $376.78 | 60 |
| 2024-Q4 | Increased | 1.4M | +8.7% | $576.4M | 5.3% | $421.72 | 67 |
| 2024-Q3 | Increased | 1.3M | +3.5% | $541.6M | 5.1% | $424.04 | 63 |
| 2024-Q2 | Decreased | 1.2M | -1.9% | $543.6M | 5.7% | $441.99 | 0 |