Edgar Lomax Company
Latest statistics and disclosures from Edgar Lomax's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FDX, VZ, CSCO, MRK, MDLZ, and represent 21.81% of Edgar Lomax's stock portfolio.
- Added to shares of these 9 stocks: MRK (+$63M), MDLZ (+$45M), TGT (+$38M), JNJ (+$25M), MS (+$25M), T (+$24M), IVE, BAC, CATH.
- Started 3 new stock positions in MRK, BAC, CATH.
- Reduced shares in these 10 stocks: EXC (-$42M), GS (-$36M), BK (-$34M), IBM (-$32M), SPG (-$30M), WMT (-$26M), LOW (-$19M), CSCO, DOW, FDX.
- Edgar Lomax was a net seller of stock by $-22M.
- Edgar Lomax has $1.6B in assets under management (AUM), dropping by -5.28%.
- Central Index Key (CIK): 0001013538
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Portfolio Holdings for Edgar Lomax
Edgar Lomax holds 68 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| FedEx Corporation (FDX) | 5.1 | $79M | 282k | 281.33 |
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| Verizon Communications (VZ) | 4.6 | $72M | 1.8M | 39.99 |
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| Cisco Systems (CSCO) | 4.2 | $66M | -4% | 1.1M | 59.20 |
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| Merck & Co (MRK) | 4.0 | $63M | NEW | 632k | 99.48 |
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| Mondelez Int (MDLZ) | 3.8 | $59M | +337% | 984k | 59.73 |
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| Coca-Cola Company (KO) | 3.5 | $55M | 884k | 62.26 |
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| Johnson & Johnson (JNJ) | 3.5 | $55M | +85% | 379k | 144.62 |
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| Chevron Corporation (CVX) | 3.2 | $50M | 344k | 144.84 |
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| International Business Machines (IBM) | 3.2 | $49M | -39% | 223k | 219.83 |
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| Target Corporation (TGT) | 3.1 | $48M | +385% | 354k | 135.18 |
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| Exxon Mobil Corporation (XOM) | 3.1 | $48M | -2% | 443k | 107.57 |
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| Morgan Stanley (MS) | 3.0 | $46M | +116% | 367k | 125.72 |
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| Citigroup (C) | 2.9 | $46M | 647k | 70.39 |
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| CVS Caremark Corporation (CVS) | 2.6 | $40M | 887k | 44.89 |
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| At&t (T) | 2.5 | $38M | +171% | 1.7M | 22.77 |
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| Pfizer (PFE) | 2.5 | $38M | -2% | 1.4M | 26.53 |
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| Amgen (AMGN) | 2.4 | $37M | 142k | 260.64 |
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| American Express Company (AXP) | 2.4 | $37M | 123k | 296.79 |
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| Wells Fargo & Company (WFC) | 2.1 | $33M | 469k | 70.24 |
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| General Dynamics Corporation (GD) | 2.1 | $32M | 121k | 263.49 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $32M | 132k | 239.71 |
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| Dow (DOW) | 1.9 | $29M | -6% | 730k | 40.13 |
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| Texas Instruments Incorporated (TXN) | 1.9 | $29M | 154k | 187.51 |
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| Caterpillar (CAT) | 1.8 | $28M | 78k | 362.76 |
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| Ford Motor Company (F) | 1.7 | $27M | -2% | 2.7M | 9.90 |
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| Medtronic (MDT) | 1.6 | $25M | 318k | 79.88 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $22M | 187k | 115.72 |
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| Kraft Heinz (KHC) | 1.4 | $22M | -2% | 704k | 30.71 |
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| Procter & Gamble Company (PG) | 1.2 | $18M | 109k | 167.65 |
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| Qualcomm (QCOM) | 1.1 | $17M | 110k | 153.62 |
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| Capital One Financial (COF) | 1.1 | $17M | 95k | 178.32 |
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| ConocoPhillips (COP) | 1.1 | $17M | -2% | 170k | 99.17 |
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| Nextera Energy (NEE) | 1.1 | $17M | 232k | 71.69 |
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| Southern Company (SO) | 1.1 | $17M | 201k | 82.32 |
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| General Electric (GE) | 1.0 | $16M | 98k | 166.79 |
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| Bank of New York Mellon Corporation (BK) | 1.0 | $16M | -68% | 205k | 76.83 |
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| Duke Energy (DUK) | 1.0 | $16M | 145k | 107.74 |
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| Danaher Corporation (DHR) | 1.0 | $16M | 68k | 229.55 |
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| UnitedHealth (UNH) | 1.0 | $15M | 30k | 505.86 |
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| Goldman Sachs (GS) | 0.9 | $15M | -71% | 25k | 572.62 |
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| MetLife (MET) | 0.8 | $13M | 154k | 81.88 |
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| 3M Company (MMM) | 0.8 | $12M | 93k | 129.09 |
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| Gilead Sciences (GILD) | 0.7 | $12M | 126k | 92.37 |
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| Abbvie (ABBV) | 0.7 | $12M | 65k | 177.70 |
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| Walgreen Boots Alliance (WBA) | 0.7 | $11M | -2% | 1.2M | 9.33 |
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| Simon Property (SPG) | 0.7 | $11M | -72% | 66k | 172.21 |
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| U.S. Bancorp (USB) | 0.7 | $11M | 235k | 47.83 |
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| Bristol Myers Squibb (BMY) | 0.7 | $11M | 196k | 56.56 |
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| Comcast Corporation (CMCSA) | 0.7 | $11M | 284k | 37.53 |
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| United Parcel Service (UPS) | 0.5 | $8.1M | -2% | 65k | 126.10 |
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| Ge Vernova (GEV) | 0.5 | $8.0M | 24k | 328.93 |
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| Lowe's Companies (LOW) | 0.5 | $7.6M | -70% | 31k | 246.80 |
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| Home Depot (HD) | 0.4 | $6.0M | 15k | 388.99 |
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| American International (AIG) | 0.4 | $5.7M | 79k | 72.80 |
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| iShares S&P 500 Value Index (IVE) | 0.3 | $5.0M | +36% | 26k | 190.88 |
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| Altria (MO) | 0.2 | $2.4M | -2% | 45k | 52.29 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $1.9M | -4% | 3.2k | 586.08 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.7M | -93% | 19k | 90.35 |
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| Solventum Corp (SOLV) | 0.1 | $1.5M | 23k | 66.06 |
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| Berkshire Hathaway (BRK.A) | 0.0 | $681k | 1.00 | 680920.00 |
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| Exelon Corporation (EXC) | 0.0 | $664k | -98% | 18k | 37.64 |
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| Schwab Cap Tr S&p 500idx Sel Etf (SWPPX) | 0.0 | $644k | 7.1k | 90.27 |
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| Bank of America Corporation (BAC) | 0.0 | $416k | NEW | 9.5k | 43.95 |
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| Global X Fds s&p 500 catholic (CATH) | 0.0 | $238k | NEW | 3.4k | 70.84 |
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| Panasonic Corporation | 0.0 | $118k | 11k | 10.45 |
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| Banco Bilbao Vizcaya Argentari | 0.0 | $111k | 11k | 9.79 |
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| Honda Motor | 0.0 | $103k | 11k | 9.77 |
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| Banco Santander Sa | 0.0 | $51k | 11k | 4.62 |
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Past Filings by Edgar Lomax
SEC 13F filings are viewable for Edgar Lomax going back to 2010
- Edgar Lomax 2024 Q4 filed Feb. 13, 2025
- Edgar Lomax 2024 Q3 filed Nov. 14, 2024
- Edgar Lomax 2024 Q2 filed Aug. 13, 2024
- Edgar Lomax 2024 Q1 filed May 14, 2024
- Edgar Lomax 2023 Q4 filed Feb. 9, 2024
- Edgar Lomax 2023 Q3 filed Nov. 14, 2023
- Edgar Lomax 2023 Q2 filed Aug. 11, 2023
- Edgar Lomax 2023 Q1 filed May 15, 2023
- Edgar Lomax 2022 Q4 filed Feb. 13, 2023
- Edgar Lomax 2022 Q3 filed Nov. 14, 2022
- Edgar Lomax 2022 Q2 filed Aug. 10, 2022
- Edgar Lomax 2022 Q1 filed May 13, 2022
- Edgar Lomax 2021 Q4 filed Feb. 11, 2022
- Edgar Lomax 2021 Q3 filed Nov. 12, 2021
- Edgar Lomax 2021 Q2 filed Aug. 9, 2021
- Edgar Lomax 2021 Q1 filed May 14, 2021