Edgar Lomax Company
Latest statistics and disclosures from Edgar Lomax's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TGT, UNH, CVS, FDX, MDLZ, and represent 25.06% of Edgar Lomax's stock portfolio.
- Added to shares of these 2 stocks: FDXF (+$15M), BHP Group.
- Started 2 new stock positions in BHP Group, FDXF.
- Reduced shares in these 10 stocks: TGT (-$6.2M), CVS (-$5.7M), FDX (-$5.1M), CVX, UNH, MDLZ, DUK, USB, SO, NEE.
- Edgar Lomax was a net seller of stock by $-92M.
- Edgar Lomax has $1.3B in assets under management (AUM), dropping by -4.57%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Target Corporation (TGT) | 5.7 | $77M | -7% | 586k | 130.61 |
|
| UnitedHealth (UNH) | 5.6 | $75M | -5% | 180k | 415.63 |
|
| CVS Caremark Corporation (CVS) | 5.1 | $68M | -7% | 661k | 103.45 |
|
| FedEx Corporation (FDX) | 4.6 | $62M | -7% | 198k | 313.13 |
|
| Mondelez Int (MDLZ) | 4.0 | $54M | -7% | 927k | 57.84 |
|
| Chevron Corporation (CVX) | 3.8 | $51M | -8% | 306k | 165.76 |
|
| Duke Energy (DUK) | 3.3 | $44M | -8% | 345k | 126.58 |
|
| U.S. Bancorp (USB) | 3.2 | $43M | -8% | 705k | 60.40 |
|
| General Dynamics Corporation (GD) | 3.1 | $41M | -5% | 117k | 354.24 |
|
| Southern Company (SO) | 2.9 | $39M | -8% | 411k | 95.71 |
|
| Nextera Energy (NEE) | 2.9 | $39M | -8% | 447k | 87.77 |
|
| Procter & Gamble Company (PG) | 2.7 | $37M | -5% | 250k | 146.64 |
|
| Exxon Mobil Corporation (XOM) | 2.6 | $35M | -8% | 257k | 136.72 |
|
| Pfizer (PFE) | 2.5 | $33M | -5% | 1.4M | 24.08 |
|
| Johnson & Johnson (JNJ) | 2.4 | $32M | -5% | 126k | 253.97 |
|
| Texas Instruments Incorporated (TXN) | 2.2 | $29M | -8% | 99k | 298.07 |
|
| At&t (T) | 2.0 | $27M | -8% | 1.3M | 20.70 |
|
| Bristol Myers Squibb (BMY) | 2.0 | $27M | -5% | 461k | 57.62 |
|
| Coca-Cola Company (KO) | 1.9 | $25M | -8% | 310k | 81.27 |
|
| Morgan Stanley (MS) | 1.8 | $24M | -8% | 116k | 209.04 |
|
| Comcast Corporation (CMCSA) | 1.7 | $23M | -8% | 941k | 24.55 |
|
| Union Pacific Corporation (UNP) | 1.6 | $22M | -8% | 81k | 272.00 |
|
| Bank of America Corporation (BAC) | 1.6 | $21M | -8% | 373k | 56.98 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $21M | -8% | 64k | 327.33 |
|
| Starbucks Corporation (SBUX) | 1.6 | $21M | -8% | 203k | 102.19 |
|
| Charles Schwab Corporation (SCHW) | 1.4 | $19M | -8% | 205k | 92.27 |
|
| Gilead Sciences (GILD) | 1.4 | $19M | -5% | 148k | 126.34 |
|
| Merck & Co (MRK) | 1.4 | $19M | -5% | 144k | 128.50 |
|
| MetLife (MET) | 1.4 | $18M | -8% | 217k | 84.61 |
|
| Wells Fargo & Company (WFC) | 1.4 | $18M | -8% | 220k | 82.64 |
|
| Lockheed Martin Corporation (LMT) | 1.3 | $18M | -5% | 35k | 509.46 |
|
| American International (AIG) | 1.3 | $18M | -8% | 240k | 74.53 |
|
| ConocoPhillips (COP) | 1.3 | $18M | -9% | 169k | 103.96 |
|
| Home Depot (HD) | 1.3 | $18M | -8% | 50k | 352.68 |
|
| Amgen (AMGN) | 1.3 | $17M | -5% | 46k | 362.12 |
|
| Abbvie (ABBV) | 1.2 | $17M | -5% | 66k | 251.64 |
|
| Pepsi (PEP) | 1.2 | $16M | -8% | 119k | 135.40 |
|
| American Tower Reit (AMT) | 1.2 | $16M | -8% | 98k | 163.57 |
|
| Fedex Fght Hldg (FDXF) | 1.1 | $15M | NEW | 99k | 151.00 |
|
| Abbott Laboratories (ABT) | 1.1 | $15M | -5% | 165k | 90.74 |
|
| Bank of New York Mellon Corporation (BNY) | 1.0 | $13M | -8% | 92k | 144.61 |
|
| Citigroup (C) | 1.0 | $13M | -8% | 92k | 139.96 |
|
| Goldman Sachs (GS) | 0.9 | $12M | -8% | 12k | 1011.37 |
|
| Medtronic (MDT) | 0.9 | $12M | -8% | 158k | 78.23 |
|
| General Motors Company (GM) | 0.8 | $10M | -8% | 131k | 77.08 |
|
| Nike (NKE) | 0.7 | $9.1M | -8% | 221k | 41.05 |
|
| Accenture (ACN) | 0.6 | $8.7M | -8% | 70k | 124.44 |
|
| Simon Property (SPG) | 0.5 | $6.8M | -8% | 30k | 223.65 |
|
| United Parcel Service (UPS) | 0.5 | $6.1M | -8% | 57k | 107.50 |
|
| Verizon Communications (VZ) | 0.4 | $5.8M | -8% | 138k | 42.34 |
|
| iShares S&P 500 Value Index (IVE) | 0.4 | $4.7M | 21k | 227.06 |
|
|
| Altria (MO) | 0.2 | $2.6M | 37k | 71.95 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.2 | $2.4M | 3.2k | 746.77 |
|
|
| Schwab Cap Tr S&p 500idx Sel Etf (SWPPX) | 0.1 | $804k | 42k | 19.32 |
|
|
| Berkshire Hathaway (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
|
|
| Versant Media Group (VSNT) | 0.0 | $541k | -8% | 15k | 36.01 |
|
| BHP Group | 0.0 | $212k | NEW | 5.2k | 41.15 |
|
| Honda Motor | 0.0 | $139k | 15k | 9.11 |
|
Past Filings by Edgar Lomax
SEC 13F filings are viewable for Edgar Lomax going back to 2010
- Edgar Lomax 2026 Q2 filed Aug. 13, 2026
- Edgar Lomax 2026 Q1 filed May 12, 2026
- 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