CapWealth Advisors, LLC
CapWealth Advisors, LLC reported 118 positions worth $1.46B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: GLW (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GLW | SH | $103.0M | 7.07% | 403,267 | — | — | |
| ▸ 2 | FNMA F PERP P | SH | $79.0M | 5.42% | 9,300,930 | — | — | |
| ▸ 3 | WMB | SH | $56.5M | 3.88% | 759,742 | — | — | |
| ▸ 4 | LUMN | SH | $54.7M | 3.75% | 7,121,417 | — | — | |
| ▸ 5 | FNMA 8.25 PERP T | SH | $51.3M | 3.52% | 5,835,506 | — | — | |
| ▸ 6 | GEV | SH | $39.3M | 2.69% | 33,409 | — | — | |
| ▸ 7 | GE | SH | $37.6M | 2.58% | 100,576 | — | — | |
| ▸ 8 | CVS | SH | $35.1M | 2.41% | 339,602 | — | — | |
| ▸ 9 | MRK | SH | $35.1M | 2.41% | 273,326 | — | — | |
| ▸ 10 | IBM | SH | $35.0M | 2.40% | 124,362 | — | — |
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Frequently Asked Questions
What stocks does CapWealth Advisors, LLC hold as of Q2 2026?
CapWealth Advisors, LLC reported 118 positions worth $1.46B in its Q2 2026 13F filing. Largest positions: GLW (7.1%), FNMA F PERP P (5.4%), WMB (3.9%), LUMN (3.8%) and FNMA 8.25 PERP T (3.5%).
What did CapWealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CapWealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.