SEC 13F Intelligence

Capital Wealth Planning, LLC / GS

Capital Wealth Planning, LLC’s Goldman Sachs Group Inc Position

Does Capital Wealth Planning, LLC own Goldman Sachs Group Inc (GS)? Yes — 1.07M shares worth $903M (+4.98% of its 13F portfolio) as of Q1 2026, up from 935.9K shares the prior filed quarter.

Position Value
$903M
Q1 2026
Shares
1.07M
% of Portfolio
+4.98%
Quarters Held
27
currently held

Position History GS

Reported value by quarter
Q3 ’19: $42MQ3 ’19Q4 ’19: $48MQ1 ’20: $66MQ2 ’20: $86MQ3 ’20: $95MQ3 ’20Q4 ’20: $154MQ1 ’21: $164MQ2 ’21: $186MQ3 ’21: $197MQ3 ’21Q4 ’21: $221MQ1 ’22: $222MQ2 ’22: $269MQ3 ’22: $286MQ3 ’22Q4 ’22: $340MQ1 ’23: $326MQ2 ’23: $392MQ3 ’23: $406MQ3 ’23Q4 ’23: $459MQ1 ’24: $498MQ2 ’24: $503MQ3 ’24: $557MQ3 ’24Q4 ’24: $622MQ1 ’25: $605MQ2 ’25: $709MQ3 ’25: $786MQ3 ’25Q4 ’25: $834MQ1 ’26: $903Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.07M$903M+4.98%
Q4 2025935.9K$834M+5.40%
Q3 2025987.6K$786M+5.54%
Q2 20251.00M$709M+5.59%
Q1 20251.11M$605M+5.25%
Q4 20241.09M$622M+5.75%
Q3 20241.13M$557M+5.20%
Q2 20241.11M$503M+5.27%
Q1 20241.19M$498M+5.33%
Q4 20231.19M$459M+5.26%
Q3 20231.25M$406M+4.99%
Q2 20231.22M$392M+4.84%
Q1 20231.16M$326M+4.40%
Q4 2022990.0K$340M+4.97%
Q3 2022977.6K$286M+5.23%
Q2 2022906.9K$269M+5.28%
Q1 2022672.9K$222M+4.49%
Q4 2021578.4K$221M+4.90%
Q3 2021520.8K$197M+5.41%
Q2 2021490.5K$186M+5.22%
Q1 2021500.6K$164M+5.35%
Q4 2020535.2K$154M+5.93%
Q3 2020472.6K$95M+4.70%
Q2 2020435.3K$86M+4.90%
Q1 2020428.0K$66M+4.17%
Q4 2019210.7K$48M+2.86%
Q3 2019200.0K$42M+2.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Wealth Planning, LLC’s full portfolio or all institutional holders of GS.