Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings151 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.5M | $928.2M | 5.1% | $332.55 | +21.47% | 29 qtrssince 2019-Q1 | Increased 86 |
GOLDMAN SACHS GROUP INC | 1.1M | $903.1M | 5.0% | $331.11 | +160.51% | 27 qtrssince 2019-Q3 | Increased 66 |
APPLE INC | 3.6M | $901.9M | 5.0% | $227.74 | +11.24% | 29 qtrssince 2019-Q1 | Increased 70 |
RAYTHEON TECHNOLOGIES CORP | 4.6M | $888.9M | 4.9% | $134.56 | +42.29% | 6 qtrssince 2024-Q4 | Increased 63 |
JPMORGAN CHASE & CO | 2.9M | $845.1M | 4.7% | $163.75 | +83.37% | 29 qtrssince 2019-Q1 | Increased 68 |
CATERPILLAR INC | 1.2M | $840.3M | 4.6% | $302.18 | +133.57% | 29 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 3.9M | $799.8M | 4.4% | $141.51 | +44.89% | 29 qtrssince 2019-Q1 | Increased 78 |
AMERICAN EXPRESS CO | 2.6M | $795.5M | 4.4% | $285.65 | +7.76% | 9 qtrssince 2024-Q1 | Increased 70 |
TJX COMPANIES INC | 4.7M | $743.7M | 4.1% | $118.34 | +34.08% | 8 qtrssince 2024-Q2 | Increased 66 |
HOME DEPOT INC | 2.2M | $720M | 4.0% | $316.51 | +15.93% | 29 qtrssince 2019-Q1 | Increased 68 |
VISA INC-CLASS A SHARES | 2.3M | $708.3M | 3.9% | $231.30 | +30.16% | 29 qtrssince 2019-Q1 | Increased 63 |
CME GROUP INC | 2.3M | $675.9M | 3.7% | $215.61 | +36.28% | 10 qtrssince 2023-Q4 | Decreased 0 |
MCDONALDS CORP | 2.1M | $665.5M | 3.7% | $271.34 | +22.42% | 29 qtrssince 2019-Q1 | Increased 66 |
AMGEN INC | 1.9M | $651.9M | 3.6% | $308.11 | +13.34% | 15 qtrssince 2022-Q3 | Increased 72 |
INTL BUSINESS MACHINES CORP | 2.6M | $642.3M | 3.5% | $197.24 | +21.12% | 10 qtrssince 2023-Q4 | Increased 63 |
WALMART INC | 5.2M | $640.6M | 3.5% | $115.34 | +10.90% | 29 qtrssince 2019-Q1 | Increased 73 |
MERCK & CO. INC. | 4.5M | $543.3M | 3.0% | $88.04 | +36.10% | 29 qtrssince 2019-Q1 | Decreased 0 |
AGNICO EAGLE MINES LTD | 2.5M | $499.2M | 2.8% | $137.71 | +70.30% | 10 qtrssince 2023-Q4 | Increased 68 |
MARATHON PETROLEUM CORP | 1.6M | $400.8M | 2.2% | $168.06 | +26.13% | 18 qtrssince 2021-Q4 | Increased 59 |
FEDEX CORP | 1.1M | $380.6M | 2.1% | $382.53 | 0.00% | 1 qtr | New 80 |
Capital Wealth Planning, LLC manages $18.1B across 151 positions as of Q1 2026. Top holdings: MSFT (5.1%), GS (5.0%), AAPL (5.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 28 new positions, 32 exits, 89 increased. Top move: MSFT (INCREASED, conviction 86). Portfolio: $18.1B across 151 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer