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Capital Wealth Planning, LLC: MSFT position timeline

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

Capital Wealth Planning, LLC held 2,596,309 MSFT 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 2,596,309 shares
    Change vs previous 13F +88,704 shares

    4.84% of the 13F portfolio, value $968,475,157.

    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 2,507,605 shares
    Change vs previous 13F +858,449 shares

    5.12% of the 13F portfolio, value $928,240,187.

    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 1,649,156 shares
    Change vs previous 13F +214,666 shares

    5.12% of the 13F portfolio, value $790,893,296.

    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 1,434,490 shares
    Change vs previous 13F +83,627 shares

    5.24% of the 13F portfolio, value $742,994,315.

    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 1,350,863 shares
    Change vs previous 13F -81,681 shares

    5.3% of the 13F portfolio, value $671,932,535.

    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 1,432,544 shares
    Change vs previous 13F +65,000 shares

    4.66% of the 13F portfolio, value $537,762,552.

    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 1,367,544 shares
    Change vs previous 13F +108,869 shares

    5.33% of the 13F portfolio, value $576,419,966.

    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 1,258,675 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $541,608,036.

    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).