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Capital Wealth Planning, LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on AXP, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 2,407,310 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,407,310 shares
    Change vs previous 13F -222,538 shares

    4.07% of the 13F portfolio, value $814,272,508.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,629,848 shares
    Change vs previous 13F +477,224 shares

    4.39% of the 13F portfolio, value $795,476,380.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,152,624 shares
    Change vs previous 13F -16,618 shares

    5.17% of the 13F portfolio, value $798,546,285.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,169,242 shares
    Change vs previous 13F +337,991 shares

    5.08% of the 13F portfolio, value $720,535,392.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,831,251 shares
    Change vs previous 13F -117,714 shares

    4.61% of the 13F portfolio, value $584,132,338.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,948,965 shares
    Change vs previous 13F +431,297 shares

    4.55% of the 13F portfolio, value $524,369,138.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,517,668 shares
    Change vs previous 13F +273,813 shares

    4.17% of the 13F portfolio, value $450,428,805.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,243,855 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $337,333,476.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).