Ownership history in Capital Wealth Planning, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in American Express Company (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,152,624 | -16,618 | -0.8% | 5.17% | $798.5M | $369.13 |
| 2025 Q3 | ADDED | 2,169,242 | +337,991 | +18.5% | 5.08% | $720.5M | $330.59 |
| 2025 Q2 | REDUCED | 1,831,251 | -117,714 | -6.0% | 4.61% | $584.1M | $316.67 |
| 2025 Q1 | ADDED | 1,948,965 | +431,297 | +28.4% | 4.55% | $524.4M | $266.22 |
| 2024 Q4 | ADDED | 1,517,668 | +273,813 | +22.0% | 4.17% | $450.4M | $292.98 |
| 2024 Q3 | ADDED | 1,243,855 | +1,242,743 | +111757.5% | 3.15% | $337.3M | $267.02 |
| 2024 Q2 | ADDED | 1,112 | +43 | +4.0% | 0.00% | $257K | $227.30 |
| 2024 Q1 | REDUCED | 1,069 | -3,466 | -76.4% | 0.00% | $243K | $222.82 |
| 2023 Q3 | ADDED | 4,535 | +25 | +0.6% | 0.01% | $677K | $144.93 |
| 2023 Q2 | REDUCED | 4,510 | -15 | -0.3% | 0.01% | $786K | $168.65 |
As of 2025 Q4 — sorted by position size