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Livermore
Livermore
ZHEN

Capital Wealth Planning, LLC

SEC CIK
0001566728
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by Capital Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
2,407,310
Value
$814.3M
% of portfolio
4.1%
Quarters held
21
Since Q1 2021
Holdings of AXP by Capital Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,407,310$814.3M4.1%−222,538−8.5%ReducedHolders
Q1 20262,629,848$795.5M4.4%+477,224+22.2%AddedHolders
Q4 20252,152,624$798.5M5.2%−16,618−0.8%ReducedHolders
Q3 20252,169,242$720.5M5.1%+337,991+18.5%AddedHolders
Q2 20251,831,251$584.1M4.6%−117,714−6.0%ReducedHolders
Q1 20251,948,965$524.4M4.5%+431,297+28.4%AddedHolders
Q4 20241,517,668$450.4M4.2%+273,813+22.0%AddedHolders
Q3 20241,243,855$337.3M3.1%+1,242,743+111,757.5%AddedHolders
Q2 20241,112$257.5K<0.1%+43+4.0%AddedHolders
Q1 20241,069$243.4K<0.1%+1,069NewHolders
Q4 20230$00.0%−4,535−100.0%Sold outHolders
Q3 20234,535$676.6K<0.1%+25+0.6%AddedHolders
Q2 20234,510$785.6K<0.1%−15−0.3%ReducedHolders
Q1 20234,525$746.4K<0.1%−2,382−34.5%ReducedHolders
Q4 20226,907$1.02M<0.1%−1,830−20.9%ReducedHolders
Q3 20228,737$1.18M<0.1%−1,105,203−99.2%ReducedHolders
Q2 20221,113,940$154.4M3.0%+1,107,545+17,318.9%AddedHolders
Q1 20226,395$1.20M<0.1%−265−4.0%ReducedHolders
Q4 20216,660$1.09M<0.1%+985+17.4%AddedHolders
Q3 20215,675$951.0K<0.1%−320−5.3%ReducedHolders
Q2 20215,995$991.0K<0.1%−500−7.7%ReducedHolders
Q1 20216,495$919.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.