Edgar Lomax Company
Latest statistics and disclosures from Edgar Lomax's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVS, TGT, FDX, UNH, KO, and represent 21.92% of Edgar Lomax's stock portfolio.
- Added to shares of these 8 stocks: UNH (+$52M), ACN (+$20M), AIG (+$20M), SCHW (+$20M), LMT (+$20M), TGT (+$19M), ABT (+$13M), IVE.
- Started 6 new stock positions in LMT, UNH, ACN, AIG, SCHW, ABT.
- Reduced shares in these 10 stocks: IBM (-$53M), JNJ (-$34M), VZ (-$28M), C (-$27M), MRK (-$21M), CVS, FDX, MDLZ, KO, MS.
- Edgar Lomax was a net seller of stock by $-22M.
- Edgar Lomax has $1.3B in assets under management (AUM), dropping by 3.09%.
- Central Index Key (CIK): 0001013538
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Portfolio Holdings for Edgar Lomax
Edgar Lomax holds 64 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| CVS Caremark Corporation (CVS) | 5.5 | $72M | -2% | 913k | 79.36 |
|
| Target Corporation (TGT) | 4.4 | $58M | +48% | 598k | 97.75 |
|
| FedEx Corporation (FDX) | 4.2 | $55M | -2% | 191k | 288.86 |
|
| UnitedHealth (UNH) | 4.0 | $52M | NEW | 159k | 330.11 |
|
| Coca-Cola Company (KO) | 3.8 | $50M | -2% | 719k | 69.91 |
|
| Morgan Stanley (MS) | 3.7 | $48M | -2% | 272k | 177.53 |
|
| At&t (T) | 3.2 | $42M | -2% | 1.7M | 24.84 |
|
| Mondelez Int (MDLZ) | 3.1 | $41M | -2% | 752k | 53.83 |
|
| Merck & Co (MRK) | 2.9 | $38M | -36% | 359k | 105.26 |
|
| Cisco Systems (CSCO) | 2.8 | $37M | -2% | 484k | 77.03 |
|
| General Dynamics Corporation (GD) | 2.7 | $36M | -2% | 108k | 336.66 |
|
| Johnson & Johnson (JNJ) | 2.7 | $36M | -49% | 172k | 206.95 |
|
| Chevron Corporation (CVX) | 2.5 | $33M | -2% | 216k | 152.41 |
|
| Duke Energy (DUK) | 2.5 | $33M | -2% | 277k | 117.21 |
|
| Amgen (AMGN) | 2.4 | $32M | -2% | 98k | 327.31 |
|
| Citigroup (C) | 2.3 | $31M | -47% | 263k | 116.69 |
|
| Exxon Mobil Corporation (XOM) | 2.2 | $29M | -2% | 243k | 120.34 |
|
| Verizon Communications (VZ) | 2.1 | $28M | -49% | 689k | 40.73 |
|
| Medtronic (MDT) | 1.9 | $25M | -2% | 255k | 96.06 |
|
| Capital One Financial (COF) | 1.9 | $24M | -2% | 101k | 242.36 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $24M | -2% | 75k | 322.22 |
|
| McDonald's Corporation (MCD) | 1.8 | $24M | -2% | 77k | 305.63 |
|
| Bank of America Corporation (BAC) | 1.7 | $23M | -2% | 409k | 55.00 |
|
| 3M Company (MMM) | 1.7 | $22M | -2% | 140k | 160.10 |
|
| Gilead Sciences (GILD) | 1.6 | $21M | -2% | 171k | 122.74 |
|
| Southern Company (SO) | 1.6 | $21M | -2% | 241k | 87.20 |
|
| Accenture (ACN) | 1.5 | $20M | NEW | 75k | 268.30 |
|
| American International (AIG) | 1.5 | $20M | NEW | 233k | 85.55 |
|
| Charles Schwab Corporation (SCHW) | 1.5 | $20M | NEW | 200k | 99.91 |
|
| Lockheed Martin Corporation (LMT) | 1.5 | $20M | NEW | 40k | 483.67 |
|
| Nextera Energy (NEE) | 1.4 | $19M | -2% | 234k | 80.28 |
|
| Procter & Gamble Company (PG) | 1.4 | $19M | -2% | 129k | 143.31 |
|
| Qualcomm (QCOM) | 1.4 | $19M | -2% | 108k | 171.05 |
|
| MetLife (MET) | 1.3 | $17M | -2% | 219k | 78.94 |
|
| Union Pacific Corporation (UNP) | 1.3 | $17M | -2% | 73k | 231.32 |
|
| United Parcel Service (UPS) | 1.2 | $16M | -2% | 161k | 99.19 |
|
| ConocoPhillips (COP) | 1.1 | $15M | -3% | 160k | 93.61 |
|
| Goldman Sachs (GS) | 1.1 | $15M | -2% | 17k | 879.00 |
|
| General Motors Company (GM) | 1.1 | $15M | -2% | 182k | 81.32 |
|
| Pfizer (PFE) | 1.1 | $15M | -2% | 592k | 24.90 |
|
| Bank of New York Mellon Corporation (BK) | 1.1 | $15M | -2% | 126k | 116.09 |
|
| Nike (NKE) | 1.1 | $14M | -2% | 218k | 63.71 |
|
| Abbott Laboratories (ABT) | 1.0 | $13M | NEW | 105k | 125.29 |
|
| Comcast Corporation (CMCSA) | 1.0 | $13M | -2% | 430k | 29.89 |
|
| Wells Fargo & Company (WFC) | 1.0 | $13M | -2% | 138k | 93.20 |
|
| American Express Company (AXP) | 0.9 | $12M | -2% | 33k | 369.95 |
|
| Simon Property (SPG) | 0.6 | $8.5M | -2% | 46k | 185.11 |
|
| Caterpillar (CAT) | 0.5 | $6.6M | 12k | 572.87 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.4 | $5.8M | +32% | 28k | 212.07 |
|
| Ford Motor Company (F) | 0.4 | $5.0M | -2% | 382k | 13.12 |
|
| Abbvie (ABBV) | 0.4 | $4.8M | -2% | 21k | 228.49 |
|
| U.S. Bancorp (USB) | 0.3 | $4.2M | -2% | 79k | 53.36 |
|
| American Tower Reit (AMT) | 0.3 | $3.6M | -2% | 21k | 175.57 |
|
| Pepsi (PEP) | 0.3 | $3.6M | -2% | 25k | 143.52 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $3.5M | -2% | 65k | 53.94 |
|
| Kraft Heinz (KHC) | 0.2 | $3.0M | -2% | 122k | 24.25 |
|
| Dow (DOW) | 0.2 | $2.2M | -2% | 94k | 23.38 |
|
| Spdr S&p 500 Etf (SPY) | 0.2 | $2.1M | -3% | 3.2k | 681.92 |
|
| Altria (MO) | 0.2 | $2.1M | 37k | 57.66 |
|
|
| Schwab Cap Tr S&p 500idx Sel Etf (SWPPX) | 0.1 | $847k | 48k | 17.54 |
|
|
| Berkshire Hathaway (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
|
|
| International Business Machines (IBM) | 0.0 | $324k | -99% | 1.1k | 296.21 |
|
| HSBC Holdings (HSBC) | 0.0 | $203k | 13k | 15.79 |
|
|
| Honda Motor | 0.0 | $111k | 11k | 9.80 |
|
Past Filings by Edgar Lomax
SEC 13F filings are viewable for Edgar Lomax going back to 2010
- Edgar Lomax 2025 Q4 filed Feb. 13, 2026
- 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