Edgar Lomax Company
Latest statistics and disclosures from Edgar Lomax's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VZ, IBM, FDX, KO, CSCO, and represent 22.51% of Edgar Lomax's stock portfolio.
- Added to shares of these 1 stock: SWPPX.
- Reduced shares in these 10 stocks: VZ, IBM, FDX, KO, CSCO, XOM, CVS, CVX, BK, EXC.
- Edgar Lomax was a net seller of stock by $-26M.
- Edgar Lomax has $1.6B in assets under management (AUM), dropping by 6.13%.
- Central Index Key (CIK): 0001013538
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Portfolio Holdings for Edgar Lomax
Edgar Lomax holds 65 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Verizon Communications (VZ) | 5.0 | $82M | 1.8M | 44.91 |
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| International Business Machines (IBM) | 5.0 | $82M | 369k | 221.08 |
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| FedEx Corporation (FDX) | 4.8 | $79M | 287k | 273.68 |
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| Coca-Cola Company (KO) | 4.0 | $65M | 901k | 71.86 |
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| Cisco Systems (CSCO) | 3.8 | $62M | 1.2M | 53.22 |
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| CVS Caremark Corporation (CVS) | 3.5 | $57M | 900k | 62.88 |
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| Exxon Mobil Corporation (XOM) | 3.2 | $53M | 453k | 117.22 |
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| Chevron Corporation (CVX) | 3.2 | $52M | 351k | 147.27 |
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| Bank of New York Mellon Corporation (BK) | 2.9 | $47M | 651k | 71.86 |
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| Amgen (AMGN) | 2.8 | $47M | 145k | 322.21 |
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| Exelon Corporation (EXC) | 2.8 | $46M | 1.1M | 40.55 |
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| Goldman Sachs (GS) | 2.6 | $43M | 87k | 495.11 |
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| Dow (DOW) | 2.6 | $43M | 783k | 54.63 |
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| Pfizer (PFE) | 2.6 | $43M | 1.5M | 28.94 |
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| Citigroup (C) | 2.5 | $41M | 660k | 62.60 |
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| Simon Property (SPG) | 2.5 | $40M | 238k | 169.02 |
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| General Dynamics Corporation (GD) | 2.3 | $37M | 123k | 302.20 |
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| American Express Company (AXP) | 2.1 | $34M | 126k | 271.20 |
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| Johnson & Johnson (JNJ) | 2.0 | $33M | 205k | 162.06 |
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| Texas Instruments Incorporated (TXN) | 2.0 | $32M | 157k | 206.57 |
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| Caterpillar (CAT) | 1.9 | $31M | 80k | 391.12 |
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| Ford Motor Company (F) | 1.8 | $29M | 2.8M | 10.56 |
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| Medtronic (MDT) | 1.8 | $29M | 324k | 90.03 |
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| Lowe's Companies (LOW) | 1.7 | $29M | 106k | 270.85 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $28M | 134k | 210.86 |
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| Wells Fargo & Company (WFC) | 1.6 | $27M | 478k | 56.49 |
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| Kraft Heinz (KHC) | 1.5 | $25M | 721k | 35.11 |
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| Wal-Mart Stores (WMT) | 1.5 | $25M | 310k | 80.75 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $23M | 191k | 121.16 |
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| Nextera Energy (NEE) | 1.2 | $20M | 237k | 84.53 |
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| Danaher Corporation (DHR) | 1.2 | $19M | 69k | 278.02 |
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| Procter & Gamble Company (PG) | 1.2 | $19M | 111k | 173.20 |
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| Qualcomm (QCOM) | 1.2 | $19M | 113k | 170.05 |
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| General Electric (GE) | 1.1 | $19M | 99k | 188.58 |
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| Southern Company (SO) | 1.1 | $19M | 205k | 90.18 |
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| ConocoPhillips (COP) | 1.1 | $18M | 173k | 105.28 |
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| UnitedHealth (UNH) | 1.1 | $18M | 30k | 584.68 |
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| Morgan Stanley (MS) | 1.1 | $18M | 170k | 104.24 |
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| Duke Energy (DUK) | 1.0 | $17M | 148k | 115.30 |
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| Mondelez Int (MDLZ) | 1.0 | $17M | 225k | 73.67 |
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| Capital One Financial (COF) | 0.9 | $15M | 97k | 149.73 |
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| At&t (T) | 0.8 | $14M | 618k | 22.00 |
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| Abbvie (ABBV) | 0.8 | $13M | 66k | 197.48 |
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| 3M Company (MMM) | 0.8 | $13M | 95k | 136.70 |
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| MetLife (MET) | 0.8 | $13M | 157k | 82.48 |
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| Comcast Corporation (CMCSA) | 0.7 | $12M | 289k | 41.77 |
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| Target Corporation (TGT) | 0.7 | $11M | 73k | 155.86 |
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| Walgreen Boots Alliance (WBA) | 0.7 | $11M | 1.2M | 8.96 |
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| U.S. Bancorp (USB) | 0.7 | $11M | 240k | 45.73 |
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| Gilead Sciences (GILD) | 0.7 | $11M | 128k | 83.84 |
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| Bristol Myers Squibb (BMY) | 0.6 | $10M | 199k | 51.74 |
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| United Parcel Service (UPS) | 0.6 | $9.0M | 66k | 136.34 |
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| Home Depot (HD) | 0.4 | $6.4M | 16k | 405.20 |
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| Ge Vernova (GEV) | 0.4 | $6.3M | 25k | 254.98 |
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| American International (AIG) | 0.4 | $5.9M | 80k | 73.23 |
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| iShares S&P 500 Value Index (IVE) | 0.2 | $3.8M | 19k | 197.17 |
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| Altria (MO) | 0.1 | $2.4M | 46k | 51.04 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $1.9M | 3.4k | 573.76 |
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| Solventum Corp (SOLV) | 0.1 | $1.6M | 24k | 69.72 |
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| Berkshire Hathaway (BRK.A) | 0.0 | $691k | 1.00 | 691180.00 |
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| Schwab Cap Tr S&p 500idx Sel Etf (SWPPX) | 0.0 | $648k | 7.3k | 89.21 |
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| Banco Bilbao Vizcaya Argentari | 0.0 | $123k | 11k | 10.83 |
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| Honda Motor | 0.0 | $111k | 11k | 10.54 |
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| Panasonic Corporation | 0.0 | $98k | 11k | 8.69 |
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| Banco Santander Sa | 0.0 | $56k | 11k | 5.13 |
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Past Filings by Edgar Lomax
SEC 13F filings are viewable for Edgar Lomax going back to 2010
- 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
- Edgar Lomax 2020 Q4 filed Feb. 11, 2021