Edgar Lomax Company
Latest statistics and disclosures from Edgar Lomax's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MET, CVS, VZ, INTC, GD, and represent 23.77% of Edgar Lomax's stock portfolio.
- Added to shares of these 10 stocks: INTC (+$63M), DOW (+$44M), COF (+$41M), VZ (+$36M), BAC (+$26M), MRK (+$25M), KHC (+$22M), RTX (+$22M), MDT (+$21M), KO (+$20M).
- Started 9 new stock positions in MDT, BAC, Constellation Energy, AVGO, JPM, RTX, WFC, AXP, PEP.
- Reduced shares in these 10 stocks: ALL (-$62M), CSCO (-$43M), XOM (-$38M), PG (-$36M), ABBV (-$34M), HD (-$33M), UNH (-$32M), WMT (-$30M), , CVX (-$27M).
- Sold out of its positions in Banco Santander Sa, ALL, CL, CMCSA, HD, KMI, KD, NEE, ORCL, OGN. PG, TRV, WMT.
- Edgar Lomax was a net seller of stock by $-3.5M.
- Edgar Lomax has $1.7B in assets under management (AUM), dropping by 2.02%.
- Central Index Key (CIK): 0001013538
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Portfolio Holdings for Edgar Lomax
Companies in the Edgar Lomax portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
MetLife (MET) | 5.2 | $89M | -8% | 1.3M | 70.28 | |
CVS Caremark Corporation (CVS) | 4.8 | $82M | -11% | 813k | 101.21 | |
Verizon Communications (VZ) | 4.7 | $81M | +79% | 1.6M | 50.94 | |
Intel Corporation (INTC) | 4.5 | $77M | +431% | 1.6M | 49.56 | |
General Dynamics Corporation (GD) | 4.5 | $76M | +24% | 315k | 241.18 | |
Walgreen Boots Alliance (WBA) | 4.2 | $71M | +26% | 1.6M | 44.77 | |
Merck & Co (MRK) | 4.2 | $71M | +55% | 868k | 82.05 | |
Coca-Cola Company (KO) | 4.1 | $70M | +41% | 1.1M | 62.00 | |
Chevron Corporation (CVX) | 4.1 | $70M | -28% | 427k | 162.83 | |
Capital One Financial (COF) | 3.6 | $61M | +213% | 462k | 131.29 | |
Dow (DOW) | 3.2 | $55M | +409% | 855k | 63.72 | |
Amgen (AMGN) | 3.1 | $52M | +54% | 216k | 241.82 | |
Exxon Mobil Corporation (XOM) | 2.9 | $50M | -43% | 602k | 82.59 | |
International Business Machines (IBM) | 2.8 | $47M | +42% | 363k | 130.02 | |
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3M Company (MMM) | 2.4 | $41M | +48% | 273k | 148.88 | |
Exelon Corporation (EXC) | 2.3 | $39M | -5% | 823k | 47.63 | |
Pfizer (PFE) | 2.2 | $38M | -4% | 731k | 51.77 | |
Southern Company (SO) | 2.1 | $36M | +33% | 494k | 72.51 | |
Morgan Stanley (MS) | 2.0 | $34M | +131% | 384k | 87.40 | |
Kraft Heinz (KHC) | 1.8 | $31M | +249% | 790k | 39.39 | |
American International (AIG) | 1.8 | $31M | +101% | 496k | 62.77 | |
Johnson & Johnson (JNJ) | 1.7 | $29M | -25% | 166k | 177.23 | |
Bank of America Corporation (BAC) | 1.5 | $26M | NEW | 634k | 41.22 | |
Cisco Systems (CSCO) | 1.5 | $25M | -63% | 445k | 55.76 | |
Goldman Sachs (GS) | 1.4 | $24M | -7% | 74k | 330.10 | |
Bank of New York Mellon Corporation (BK) | 1.4 | $24M | +120% | 485k | 49.63 | |
Target Corporation (TGT) | 1.4 | $24M | +74% | 113k | 212.22 | |
Raytheon Technologies Corp (RTX) | 1.3 | $22M | NEW | 221k | 99.07 | |
Duke Energy (DUK) | 1.3 | $22M | -22% | 193k | 111.66 | |
Union Pacific Corporation (UNP) | 1.2 | $21M | -54% | 77k | 273.21 | |
Medtronic (MDT) | 1.2 | $21M | NEW | 189k | 110.95 | |
Emerson Electric (EMR) | 1.2 | $21M | -13% | 210k | 98.05 | |
UnitedHealth (UNH) | 1.1 | $19M | -61% | 38k | 509.96 | |
Texas Instruments Incorporated (TXN) | 1.1 | $19M | +16% | 103k | 183.48 | |
ConocoPhillips (COP) | 1.1 | $18M | -3% | 184k | 100.00 | |
Mondelez Int (MDLZ) | 1.0 | $18M | +2% | 282k | 62.78 | |
Constellation Energy | 0.9 | $15M | NEW | 273k | 56.25 | |
Wells Fargo & Company (WFC) | 0.9 | $15M | NEW | 317k | 48.46 | |
Gilead Sciences (GILD) | 0.8 | $13M | +37% | 220k | 59.45 | |
Lowe's Companies (LOW) | 0.7 | $12M | -17% | 59k | 202.20 | |
Lockheed Martin Corporation (LMT) | 0.7 | $12M | +2% | 26k | 441.39 | |
Bristol Myers Squibb (BMY) | 0.6 | $11M | 152k | 73.03 | ||
Abbvie (ABBV) | 0.6 | $11M | -75% | 68k | 162.11 | |
At&t (T) | 0.5 | $9.1M | -71% | 385k | 23.63 | |
Broadcom (AVGO) | 0.5 | $9.0M | NEW | 14k | 629.69 | |
U.S. Bancorp (USB) | 0.5 | $8.9M | -15% | 168k | 53.15 | |
Pepsi (PEP) | 0.5 | $8.8M | NEW | 52k | 167.37 | |
Citigroup (C) | 0.5 | $8.4M | +3% | 157k | 53.40 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $8.1M | NEW | 60k | 136.33 | |
Simon Property (SPG) | 0.5 | $7.8M | -46% | 59k | 131.56 | |
American Express Company (AXP) | 0.4 | $7.5M | NEW | 40k | 187.00 | |
BlackRock (BLK) | 0.3 | $5.5M | -54% | 7.2k | 764.15 | |
iShares S&P 500 Value Index (IVE) | 0.2 | $3.2M | 20k | 155.72 | ||
Altria (MO) | 0.2 | $2.9M | 56k | 52.25 | ||
Spdr S&p 500 Etf (SPY) | 0.1 | $1.5M | 3.2k | 451.75 | ||
Berkshire Hathaway (BRK.A) | 0.0 | $529k | 1.00 | 529000.00 | ||
Schwab Cap Tr S&p 500idx Sel Etf | 0.0 | $361k | +3% | 5.2k | 69.61 | |
Aviva | 0.0 | $76k | -19% | 13k | 5.96 |
Past Filings by Edgar Lomax
SEC 13F filings are viewable for Edgar Lomax going back to 2010
- 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
- Edgar Lomax 2020 Q3 filed Nov. 13, 2020
- Edgar Lomax 2020 Q2 filed Aug. 12, 2020
- Edgar Lomax 2020 Q1 filed May 14, 2020
- Edgar Lomax 2019 Q4 filed Feb. 11, 2020
- Edgar Lomax 2019 Q3 filed Nov. 14, 2019
- Edgar Lomax 2019 Q2 filed Aug. 9, 2019
- Edgar Lomax 2019 Q1 filed May 15, 2019
- Edgar Lomax 2018 Q4 filed Feb. 14, 2019
- Edgar Lomax 2018 Q3 filed Nov. 14, 2018
- Edgar Lomax 2018 Q2 filed Aug. 14, 2018