CWP
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Capital Wealth Planning’s Banco Macro BMA Stock Holding History

Capital Wealth Planning’s Portfolio BMA Stock Details BMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.9M Buy
218,181
+101,276
+87% +$8.61M 0.09% 68
2025
Q4 		$10.4M Buy
+116,905
New +$8.84M 0.07% 64
2025
Q3 		– Sell
-21,802
Closed -$1.53M – 154
2025
Q2 		$1.53M Sell
21,802
-12,580
-37% -$1.04M 0.01% 99
2025
Q1 		$2.6M Buy
34,382
+13,800
+67% +$1.29M 0.02% 73
2024
Q4 		$1.99M Sell
20,582
-11,745
-36% -$962K 0.02% 71
2024
Q3 		$2.05M Buy
32,327
+21,129
+189% +$1.22M 0.02% 73
2024
Q2 		$642K Sell
11,198
-6,506
-37% -$373K 0.01% 101
2024
Q1 		$853K Sell
17,704
-8,588
-33% -$304K 0.01% 99
2023
Q4 		$755K Buy
26,292
+7,806
+42% +$178K 0.01% 98
2023
Q3 		$365K Buy
+18,486
New +$449K ﹤0.01% 118

Other funds holding BMA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PC
PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.37B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return