Edgar Lomax Company
Latest statistics and disclosures from Edgar Lomax's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVS, JNJ, VZ, IBM, C, and represent 23.08% of Edgar Lomax's stock portfolio.
- Added to shares of these 1 stock: SWPPX.
- Reduced shares in these 10 stocks: CVS (-$21M), JNJ (-$19M), VZ (-$18M), IBM (-$15M), C (-$15M), KO (-$14M), T (-$14M), MDLZ (-$14M), MRK (-$14M), FDX (-$14M).
- Edgar Lomax was a net seller of stock by $-368M.
- Edgar Lomax has $1.3B in assets under management (AUM), dropping by -19.23%.
- Central Index Key (CIK): 0001013538
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Portfolio Holdings for Edgar Lomax
Edgar Lomax holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| CVS Caremark Corporation (CVS) | 5.5 | $70M | -22% | 934k | 75.39 |
|
| Johnson & Johnson (JNJ) | 4.9 | $63M | -23% | 338k | 185.42 |
|
| Verizon Communications (VZ) | 4.7 | $60M | -22% | 1.4M | 43.95 |
|
| International Business Machines (IBM) | 4.0 | $51M | -22% | 180k | 282.16 |
|
| Citigroup (C) | 4.0 | $51M | -22% | 497k | 101.50 |
|
| Coca-Cola Company (KO) | 3.8 | $49M | -22% | 735k | 66.32 |
|
| At&t (T) | 3.8 | $49M | -22% | 1.7M | 28.24 |
|
| Mondelez Int (MDLZ) | 3.8 | $48M | -22% | 774k | 62.47 |
|
| Merck & Co (MRK) | 3.7 | $47M | -22% | 560k | 83.93 |
|
| FedEx Corporation (FDX) | 3.6 | $46M | -22% | 195k | 235.81 |
|
| Morgan Stanley (MS) | 3.5 | $44M | -22% | 279k | 158.96 |
|
| General Dynamics Corporation (GD) | 2.9 | $38M | -23% | 110k | 341.00 |
|
| Target Corporation (TGT) | 2.8 | $36M | -22% | 402k | 89.70 |
|
| Duke Energy (DUK) | 2.7 | $35M | -22% | 284k | 123.75 |
|
| Chevron Corporation (CVX) | 2.7 | $34M | -19% | 222k | 155.29 |
|
| Cisco Systems (CSCO) | 2.6 | $34M | -22% | 495k | 68.42 |
|
| Amgen (AMGN) | 2.2 | $28M | -22% | 100k | 282.20 |
|
| Exxon Mobil Corporation (XOM) | 2.2 | $28M | -21% | 249k | 112.75 |
|
| Medtronic (MDT) | 1.9 | $25M | -22% | 261k | 95.24 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $24M | -22% | 77k | 315.43 |
|
| McDonald's Corporation (MCD) | 1.9 | $24M | -22% | 79k | 303.89 |
|
| Southern Company (SO) | 1.8 | $23M | -22% | 246k | 94.77 |
|
| 3M Company (MMM) | 1.7 | $22M | -22% | 143k | 155.18 |
|
| Capital One Financial (COF) | 1.7 | $22M | -22% | 103k | 212.58 |
|
| Bank of America Corporation (BAC) | 1.7 | $22M | -22% | 418k | 51.59 |
|
| Procter & Gamble Company (PG) | 1.6 | $21M | -23% | 133k | 153.65 |
|
| Gilead Sciences (GILD) | 1.5 | $20M | -22% | 175k | 111.00 |
|
| MetLife (MET) | 1.4 | $19M | -22% | 224k | 82.37 |
|
| Qualcomm (QCOM) | 1.4 | $18M | -22% | 111k | 166.36 |
|
| Nextera Energy (NEE) | 1.4 | $18M | -22% | 239k | 75.49 |
|
| Union Pacific Corporation (UNP) | 1.4 | $18M | -22% | 74k | 236.37 |
|
| Nike (NKE) | 1.2 | $16M | -22% | 225k | 69.73 |
|
| ConocoPhillips (COP) | 1.2 | $16M | -16% | 165k | 94.59 |
|
| Pfizer (PFE) | 1.2 | $16M | -23% | 610k | 25.48 |
|
| Bank of New York Mellon Corporation (BK) | 1.1 | $14M | -22% | 129k | 108.96 |
|
| Comcast Corporation (CMCSA) | 1.1 | $14M | -22% | 442k | 31.42 |
|
| Goldman Sachs (GS) | 1.1 | $14M | -22% | 17k | 796.35 |
|
| United Parcel Service (UPS) | 1.1 | $14M | -22% | 165k | 83.53 |
|
| Wells Fargo & Company (WFC) | 0.9 | $12M | -22% | 141k | 83.82 |
|
| General Motors Company (GM) | 0.9 | $11M | -22% | 186k | 60.97 |
|
| American Express Company (AXP) | 0.9 | $11M | -22% | 33k | 332.16 |
|
| Simon Property (SPG) | 0.7 | $8.8M | -22% | 47k | 187.67 |
|
| Caterpillar (CAT) | 0.4 | $5.6M | -22% | 12k | 477.15 |
|
| Abbvie (ABBV) | 0.4 | $4.9M | -22% | 21k | 231.54 |
|
| Ford Motor Company (F) | 0.4 | $4.7M | -22% | 391k | 11.96 |
|
| iShares S&P 500 Value Index (IVE) | 0.3 | $4.3M | 21k | 206.51 |
|
|
| American Tower Reit (AMT) | 0.3 | $4.0M | -22% | 21k | 192.32 |
|
| U.S. Bancorp (USB) | 0.3 | $3.9M | -22% | 81k | 48.33 |
|
| Pepsi (PEP) | 0.3 | $3.6M | -22% | 26k | 140.44 |
|
| Kraft Heinz (KHC) | 0.3 | $3.3M | -22% | 126k | 26.04 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $3.0M | -22% | 67k | 45.10 |
|
| Altria (MO) | 0.2 | $2.4M | -19% | 37k | 66.06 |
|
| Dow (DOW) | 0.2 | $2.2M | -22% | 96k | 22.93 |
|
| Spdr S&p 500 Etf (SPY) | 0.2 | $2.2M | 3.3k | 666.18 |
|
|
| Schwab Cap Tr S&p 500idx Sel Etf (SWPPX) | 0.1 | $842k | +556% | 49k | 17.27 |
|
| Berkshire Hathaway (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| HSBC Holdings (HSBC) | 0.0 | $181k | 13k | 14.07 |
|
|
| Honda Motor | 0.0 | $117k | 11k | 10.37 |
|
Past Filings by Edgar Lomax
SEC 13F filings are viewable for Edgar Lomax going back to 2010
- Edgar Lomax 2025 Q3 filed Nov. 12, 2025
- Edgar Lomax 2025 Q2 filed Aug. 12, 2025
- Edgar Lomax 2025 Q1 filed May 14, 2025
- 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