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 Q2	$19.1M	Sell	206,274 -11,907	-5%	-$977K	0.1%	76
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

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CAAM

Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gemsstock Ltd London, United Kingdom $307M AUM 30.64% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Capital Wealth Planning's BMA Position: Q2 2026 in Review

Capital Wealth Planning reduced its Banco Macro (BMA) stake by 5.5% in Q2 2026, selling an estimated $977K and leaving 206,274 shares worth $19.1M. The position accounts for 0.1% of the portfolio, ranked #76.

Capital Wealth Planning first reported a position in BMA in Q3 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold BMA as of Q2 2026.

Capital Wealth Planning held 206,274 shares of Banco Macro worth $19.1M as of Q2 2026.
Capital Wealth Planning sold 11,907 Banco Macro shares in Q2 2026, an estimated $977K.
Banco Macro made up 0.1% of Capital Wealth Planning's portfolio in Q2 2026, its #76 holding.
Capital Wealth Planning first reported a position in Banco Macro in Q3 2023 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Banco Macro as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.