CPL
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Capital & Planning LLC’s Trump Media & Technology Group DJT Stock Holding History

Capital & Planning LLC’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$807 Buy
+87
New +$999 ﹤0.01% 158
2025
Q1 		– Sell
-65
Closed -$2.22K – 192
2024
Q4 		$2.22K Buy
+65
New +$2.07K ﹤0.01% 155

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Capital & Planning LLC's DJT Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Trump Media & Technology Group (DJT) in Q1 2026: 87 shares worth $807. The stake represents ﹤0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in DJT as recently as Q4 2024.

Capital & Planning LLC first reported a position in DJT in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.22K in Q4 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Capital & Planning LLC held 87 shares of Trump Media & Technology Group worth $807 as of Q1 2026.
  • Trump Media & Technology Group was a new Capital & Planning LLC position in Q1 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #158 holding.
  • Capital & Planning LLC first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Trump Media & Technology Group position peaked at $2.22K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.