Capital Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Capital Wealth Planning, LLC

Investment Activity

Capital Wealth Planning, LLC has $18.13 billion in total holdings as of March 31, 2026.
Capital Wealth Planning, LLC owns shares of 151 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 20.60% of the portfolio was purchased this quarter.
About 6.24% of the portfolio was sold this quarter.
This quarter, Capital Wealth Planning, LLC has purchased 155 new stocks and bought additional shares in 89 stocks.
Capital Wealth Planning, LLC sold shares of 30 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Microsoft: $928,240,187
The Goldman Sachs Group: $903,087,397
Apple: $901,866,752
RTX: $888,868,481
JPMorgan Chase & Co.: $845,143,442

Largest New Holdings this Quarter

31428X106 - FedEx: $380,586,680 Holding
G5960L103 - Medtronic: $305,219,001 Holding
655844108 - Norfolk Southern: $257,833,338 Holding
67077M108 - Nutrien: $37,895,635 Holding
G0593M107 - AstraZeneca: $26,348,000 Holding

Largest Purchases this Quarter

FedEx: 1,068,523 shares (about $380.59M)
Microsoft: 858,449 shares (about $317.77M)
Medtronic: 3,522,435 shares (about $305.22M)
Norfolk Southern: 898,374 shares (about $257.83M)
Chevron: 1,121,376 shares (about $232.01M)

Largest Sales this Quarter

Meta Platforms: 753,123 shares (about $430.88M)
Procter & Gamble: 1,043,244 shares (about $150.68M)
CME Group: 420,794 shares (about $124.28M)
Caterpillar: 123,114 shares (about $87.22M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 826,097 shares (about $75.70M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$928,240,187	$317,772,081 â–²	52.1%	2,507,605	5.1%	Computer and Technology
GS The Goldman Sachs Group	$903,087,397	$111,286,581 â–²	14.1%	1,067,492	5.0%	Finance
AAPL Apple	$901,866,752	$156,472,680 â–²	21.0%	3,553,595	5.0%	Computer and Technology
RTX RTX	$888,868,481	$61,250,941 â–²	7.4%	4,607,925	4.9%	Aerospace
JPM JPMorgan Chase & Co.	$845,143,442	$122,717,374 â–²	17.0%	2,873,074	4.7%	Finance
CAT Caterpillar	$840,301,230	$87,221,309 â–¼	-9.4%	1,186,096	4.6%	Industrials
CVX Chevron	$799,775,256	$232,012,693 â–²	40.9%	3,865,516	4.4%	Energy
AXP American Express	$795,476,380	$144,350,708 â–²	22.2%	2,629,848	4.4%	Finance
TJX TJX Companies	$743,704,406	$91,380,005 â–²	14.0%	4,656,885	4.1%	Retail/Wholesale
HD Home Depot	$719,983,020	$110,223,545 â–²	18.1%	2,189,130	4.0%	Retail/Wholesale
V Visa	$708,318,238	$52,142,147 â–²	7.9%	2,343,562	3.9%	Business Services
CME CME Group	$675,864,726	$124,281,501 â–¼	-15.5%	2,288,352	3.7%	Finance
MCD McDonald's	$665,464,411	$82,486,455 â–²	14.1%	2,141,203	3.7%	Retail/Wholesale
AMGN Amgen	$651,878,286	$142,690,340 â–²	28.0%	1,852,716	3.6%	Medical
IBM International Business Machines	$642,304,075	$49,890,641 â–²	8.4%	2,649,879	3.5%	Computer and Technology
WALMART INC	$640,643,025	$144,413,486 â–²	29.1%	5,154,836	3.5%	COM
MRK Merck & Co., Inc.	$543,317,430	$58,637,403 â–¼	-9.7%	4,516,730	3.0%	Medical
AEM Agnico Eagle Mines	$499,178,622	$117,458,450 â–²	30.8%	2,459,250	2.8%	Basic Materials
MPC Marathon Petroleum	$400,776,379	$34,964,386 â–²	9.6%	1,641,315	2.2%	Energy
FDX FedEx	$380,586,680	$380,586,680 â–²	New Holding	1,068,523	2.1%	Transportation
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$364,933,223	$75,703,532 â–¼	-17.2%	3,982,248	2.0%	ETF
KO CocaCola	$364,181,031	$44,080,863 â–²	13.8%	4,788,705	2.0%	Consumer Staples
DUK Duke Energy	$358,882,128	$8,133,730 â–²	2.3%	2,740,814	2.0%	Utilities
AMPLIFY ETF TR	$327,322,631	$42,768,925 â–²	15.0%	3,268,487	1.8%	SAMSUNG SOFR ETF
MDT Medtronic	$305,219,001	$305,219,001 â–²	New Holding	3,522,435	1.7%	Medical
NSC Norfolk Southern	$257,833,338	$257,833,338 â–²	New Holding	898,374	1.4%	Transportation
VZ Verizon Communications	$190,338,502	$11,302,428 â–¼	-5.6%	3,791,604	1.0%	Computer and Technology
NVDA NVIDIA	$101,343,816	$38,621,220 â–²	61.6%	581,100	0.6%	Computer and Technology
FAST Fastenal	$79,330,869	$29,978,251 â–¼	-27.4%	1,709,717	0.4%	Retail/Wholesale
GOOGL Alphabet	$70,616,240	$33,226,182 â–²	88.9%	245,570	0.4%	Computer and Technology
QQQ Invesco QQQ	$70,523,315	$66,067,485 â–²	1,482.7%	122,186	0.4%	Finance
AMZN Amazon.com	$49,734,876	$17,799,587 â–²	55.7%	238,800	0.3%	Retail/Wholesale
META Meta Platforms	$45,747,564	$430,884,725 â–¼	-90.4%	79,960	0.3%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$42,432,326	$13,733,950 â–²	47.9%	125,558	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$40,234,594	$3,163,254 â–²	8.5%	61,867	0.2%	Finance
NTR Nutrien	$37,895,635	$37,895,635 â–²	New Holding	502,195	0.2%	Basic Materials
AVGO Broadcom	$36,127,961	$9,783,018 â–²	37.1%	116,726	0.2%	Computer and Technology
TSLA Tesla	$34,443,382	$14,094,158 â–²	69.3%	92,652	0.2%	Auto/Tires/Trucks
BMO Bank Of Montreal	$31,717,335	$18,618,453 â–²	142.1%	234,353	0.2%	Finance
BABA Alibaba Group	$30,405,984	$6,676,981 â–²	28.1%	242,356	0.2%	Retail/Wholesale
CCJ Cameco	$29,382,372	$13,010,718 â–²	79.5%	270,531	0.2%	Basic Materials
MUFG Mitsubishi UFJ Financial Group	$28,830,248	$10,181,898 â–²	54.6%	1,698,895	0.2%	Finance
LLY Eli Lilly and Company	$28,339,971	$16,584,383 â–²	141.1%	30,812	0.2%	Medical
AMX America Movil	$26,605,732	$18,071,257 â–²	211.7%	1,044,181	0.1%	Computer and Technology
AZNCF AstraZeneca	$26,348,000	$26,348,000 â–²	New Holding	133,597	0.1%	Medical
SMFG Sumitomo Mitsui Financial Group	$25,788,661	$4,396,547 â–²	20.6%	1,305,755	0.1%	Finance
NFLX Netflix	$24,014,424	$11,862,891 â–²	97.6%	249,760	0.1%	Consumer Discretionary
BTI British American Tobacco	$23,726,951	$9,319,066 â–²	64.7%	405,797	0.1%	Consumer Staples
GRUPO CIBEST SA	$23,070,431	$785,401 â–²	3.5%	316,858	0.1%	SPON ADS
ENB Enbridge	$22,295,502	$4,829,126 â–²	27.6%	411,812	0.1%	Energy
WPM Wheaton Precious Metals	$21,943,127	$10,200,701 â–²	86.9%	167,492	0.1%	Basic Materials
SCCO Southern Copper	$21,940,762	$2,055,946 â–²	10.3%	127,518	0.1%	Basic Materials
IMO Imperial Oil	$21,820,776	$2,294,321 â–²	11.7%	166,800	0.1%	Energy
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp	$21,779,848	$13,585,346 â–²	165.8%	713,859	0.1%	Utilities
E ENI	$21,450,718	$4,104,961 â–²	23.7%	378,921	0.1%	Energy
ASML ASML	$21,201,963	$134,725 â–¼	-0.6%	16,052	0.1%	Computer and Technology
VOD Vodafone Group	$20,943,197	$5,500,955 â–²	35.6%	1,394,354	0.1%	Computer and Technology
BCS Barclays	$19,175,679	$3,121,333 â–²	19.4%	906,223	0.1%	Finance
RYAAY Ryanair	$19,161,972	$9,158,352 â–²	91.6%	331,522	0.1%	Transportation
NVS Novartis	$19,157,752	$5,823,746 â–¼	-23.3%	125,419	0.1%	Medical
AMD Advanced Micro Devices	$18,594,315	$2,297,945 â–²	14.1%	91,404	0.1%	Computer and Technology
BIDU Baidu	$18,289,482	$12,265,337 â–²	203.6%	164,149	0.1%	Computer and Technology
BBVA Banco Bilbao Viscaya Argentaria	$18,151,102	$2,093,742 â–²	13.0%	838,001	0.1%	Finance
ESLT Elbit Systems	$17,858,061	$3,797,980 â–²	27.0%	21,032	0.1%	Aerospace
BUD Anheuser-Busch InBev SA/NV	$17,691,639	$17,691,639 â–²	New Holding	255,033	0.1%	Consumer Staples
FMX Fomento Economico Mexicano	$17,143,555	$13,378,177 â–²	355.3%	154,363	0.1%	Consumer Staples
SHG Shinhan Financial Group	$16,943,881	$16,943,881 â–²	New Holding	276,319	0.1%	Finance
BMA Macro Bank	$16,880,664	$7,835,724 â–²	86.6%	218,181	0.1%	Finance
MU Micron Technology	$16,808,229	$6,535,182 â–²	63.6%	49,752	0.1%	Computer and Technology
CSCO Cisco Systems	$16,554,163	$6,099,360 â–²	58.3%	213,354	0.1%	Computer and Technology
TAK Takeda Pharmaceutical	$16,424,184	$16,424,184 â–²	New Holding	886,835	0.1%	Medical
SAN Banco Santander	$16,378,718	$5,785,140 â–²	54.6%	1,452,014	0.1%	Finance
COST Costco Wholesale	$15,984,735	$10,579,101 â–²	195.7%	16,042	0.1%	Retail/Wholesale
SSL Sasol	$15,950,520	$15,950,520 â–²	New Holding	1,230,750	0.1%	Energy
TEVA Teva Pharmaceutical Industries	$15,813,000	$15,813,000 â–²	New Holding	525,000	0.1%	Medical
CP Canadian Pacific Kansas City	$14,645,863	$14,645,863 â–²	New Holding	186,192	0.1%	Transportation
ATAT Atour Lifestyle	$14,307,164	$182,246 â–¼	-1.3%	388,676	0.1%	Consumer Discretionary
TS Tenaris	$13,993,105	$13,993,105 â–²	New Holding	240,514	0.1%	Industrials
RJF Raymond James Financial	$13,647,905		0.0%	94,260	0.1%	Finance
RIO Rio Tinto	$13,555,783	$2,209,107 â–²	19.5%	145,308	0.1%	Basic Materials
ABBV AbbVie	$12,409,150	$4,619,068 â–²	59.3%	57,056	0.1%	Medical
EMBRAER S.A.	$11,837,677	$4,497,022 â–¼	-27.5%	199,489	0.1%	SPONSORED ADS
ASX ASE Technology	$11,545,944	$984,012 â–¼	-7.9%	532,562	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$11,498,632	$5,148,032 â–²	81.1%	78,607	0.1%	CL A
LATAM AIRLINES GROUP SA	$11,321,266	$8,506,943 â–²	302.3%	228,990	0.1%	SPONSORED ADR
KEP Korea Electric Power	$11,198,234	$2,712,388 â–²	32.0%	785,841	0.1%	Utilities
LAM RESEARCH CORP	$11,179,977	$11,179,977 â–²	New Holding	52,326	0.1%	COM NEW
MT ArcelorMittal	$10,389,554	$1,864,730 â–¼	-15.2%	199,876	0.1%	Basic Materials
NTES NetEase	$10,278,219	$1,537,160 â–¼	-13.0%	91,819	0.1%	Computer and Technology
TMUS T-Mobile US	$10,259,574	$4,217,624 â–²	69.8%	48,848	0.1%	Computer and Technology
TOTALENERGIES SE	$9,323,812	$4,467,209 â–²	92.0%	102,482	0.1%	ACT
INTU Intuit	$8,943,348	$8,943,348 â–²	New Holding	20,684	0.0%	Computer and Technology
ALL Allstate	$8,873,323	$282,397 â–²	3.3%	42,796	0.0%	Finance
HAS Hasbro	$8,759,088	$839,311 â–¼	-8.7%	93,580	0.0%	Consumer Discretionary
LINDE PLC	$8,428,416	$8,428,416 â–²	New Holding	17,001	0.0%	SHS
EFA iShares MSCI EAFE ETF	$8,407,379	$325,386 â–²	4.0%	86,558	0.0%	Finance
COR Cencora	$8,301,777	$417,806 â–²	5.3%	26,427	0.0%	Medical
MO Altria Group	$8,205,461	$1,250,181 â–¼	-13.2%	124,344	0.0%	Consumer Staples
AMAT Applied Materials	$8,118,540	$4,562,214 â–²	128.3%	23,753	0.0%	Computer and Technology
INTC Intel	$8,064,802	$4,184,672 â–²	107.8%	182,751	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Capital Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Capital Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Capital Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Capital Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCapital Wealth Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools