CPL
DJT icon

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
Q2 		– Sell
-87
Closed -$807 – 174
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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital & Planning LLC's DJT Position: Q2 2026 in Review

Capital & Planning LLC sold out of Trump Media & Technology Group (DJT) in Q2 2026, closing a stake of 87 shares — an estimated $807 sold.

Capital & Planning LLC first reported a position in DJT in Q4 2024 and held it in 2 quarters. The position peaked at $2.22K in Q4 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Capital & Planning LLC reported no remaining Trump Media & Technology Group position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 87 Trump Media & Technology Group shares in Q2 2026, an estimated $807.
  • Capital & Planning LLC first reported a position in Trump Media & Technology Group in Q4 2024 and held it in 2 quarters.
  • 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 Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.