Edgar Lomax Company
Latest statistics and disclosures from Edgar Lomax's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TGT, FDX, CVX, MDLZ, UNH, and represent 23.68% of Edgar Lomax's stock portfolio.
- Added to shares of these 10 stocks: USB (+$36M), BMY (+$26M), CVX (+$25M), PFE (+$24M), NEE (+$24M), TXN (+$21M), SO (+$20M), SBUX (+$20M), PG (+$20M), HD (+$18M).
- Started 4 new stock positions in TXN, SBUX, HD, VSNT.
- Reduced shares in these 10 stocks: , KO (-$29M), VZ (-$27M), MRK (-$25M), , MS (-$24M), MCD (-$24M), , QCOM (-$19M), C (-$19M).
- Sold out of its positions in AXP, COF, CAT, CSCO, DOW, F, HSBC, IBM, KHC, MCD. QCOM, MMM.
- Edgar Lomax was a net buyer of stock by $20M.
- Edgar Lomax has $1.4B in assets under management (AUM), dropping by 6.49%.
- Central Index Key (CIK): 0001013538
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Portfolio Holdings for Edgar Lomax
Edgar Lomax holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Target Corporation (TGT) | 5.5 | $77M | +5% | 633k | 121.20 |
|
| FedEx Corporation (FDX) | 5.4 | $76M | +12% | 214k | 356.18 |
|
| Chevron Corporation (CVX) | 4.9 | $69M | +54% | 335k | 206.90 |
|
| Mondelez Int (MDLZ) | 4.1 | $58M | +33% | 1.0M | 57.64 |
|
| UnitedHealth (UNH) | 3.7 | $52M | +20% | 191k | 270.59 |
|
| CVS Caremark Corporation (CVS) | 3.7 | $51M | -21% | 716k | 71.82 |
|
| Duke Energy (DUK) | 3.5 | $49M | +35% | 376k | 130.94 |
|
| Exxon Mobil Corporation (XOM) | 3.4 | $48M | +15% | 282k | 169.66 |
|
| Nextera Energy (NEE) | 3.2 | $45M | +108% | 487k | 92.88 |
|
| Southern Company (SO) | 3.1 | $43M | +86% | 448k | 96.52 |
|
| General Dynamics Corporation (GD) | 3.0 | $43M | +15% | 124k | 343.22 |
|
| At&t (T) | 3.0 | $42M | -14% | 1.4M | 28.99 |
|
| Pfizer (PFE) | 2.9 | $41M | +144% | 1.4M | 28.08 |
|
| U.S. Bancorp (USB) | 2.9 | $40M | +873% | 768k | 52.01 |
|
| Procter & Gamble Company (PG) | 2.7 | $38M | +105% | 266k | 144.44 |
|
| Johnson & Johnson (JNJ) | 2.3 | $33M | -22% | 134k | 244.44 |
|
| Bristol Myers Squibb (BMY) | 2.1 | $30M | +650% | 489k | 60.65 |
|
| Comcast Corporation (CMCSA) | 2.1 | $29M | +138% | 1.0M | 28.71 |
|
| Coca-Cola Company (KO) | 1.8 | $26M | -52% | 338k | 76.05 |
|
| ConocoPhillips (COP) | 1.8 | $25M | +16% | 187k | 132.00 |
|
| Lockheed Martin Corporation (LMT) | 1.6 | $23M | -7% | 38k | 604.39 |
|
| Gilead Sciences (GILD) | 1.6 | $22M | -8% | 157k | 139.37 |
|
| Union Pacific Corporation (UNP) | 1.5 | $21M | +21% | 88k | 242.62 |
|
| Charles Schwab Corporation (SCHW) | 1.5 | $21M | +12% | 224k | 93.98 |
|
| Texas Instruments Incorporated (TXN) | 1.5 | $21M | NEW | 108k | 194.14 |
|
| Morgan Stanley (MS) | 1.5 | $21M | -53% | 126k | 164.57 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $20M | -7% | 69k | 294.16 |
|
| Pepsi (PEP) | 1.4 | $20M | +420% | 130k | 155.29 |
|
| Starbucks Corporation (SBUX) | 1.4 | $20M | NEW | 222k | 89.59 |
|
| Bank of America Corporation (BAC) | 1.4 | $20M | 406k | 48.75 |
|
|
| American International (AIG) | 1.4 | $20M | +12% | 261k | 75.25 |
|
| Wells Fargo & Company (WFC) | 1.4 | $19M | +74% | 240k | 79.61 |
|
| Merck & Co (MRK) | 1.3 | $18M | -57% | 153k | 120.29 |
|
| American Tower Reit (AMT) | 1.3 | $18M | +418% | 107k | 172.58 |
|
| Abbott Laboratories (ABT) | 1.3 | $18M | +66% | 175k | 102.67 |
|
| Home Depot (HD) | 1.3 | $18M | NEW | 54k | 328.89 |
|
| Amgen (AMGN) | 1.2 | $17M | -49% | 49k | 351.85 |
|
| MetLife (MET) | 1.2 | $17M | +7% | 236k | 70.72 |
|
| Abbvie (ABBV) | 1.1 | $15M | +236% | 70k | 217.49 |
|
| Accenture (ACN) | 1.1 | $15M | 76k | 198.29 |
|
|
| Medtronic (MDT) | 1.1 | $15M | -32% | 172k | 86.65 |
|
| Nike (NKE) | 0.9 | $13M | +10% | 241k | 52.82 |
|
| Bank of New York Mellon Corporation (BK) | 0.8 | $12M | -20% | 100k | 118.63 |
|
| Citigroup (C) | 0.8 | $11M | -61% | 100k | 113.41 |
|
| Goldman Sachs (GS) | 0.8 | $11M | -21% | 13k | 845.99 |
|
| General Motors Company (GM) | 0.8 | $11M | -21% | 143k | 74.50 |
|
| Verizon Communications (VZ) | 0.5 | $7.6M | -78% | 151k | 50.20 |
|
| Simon Property (SPG) | 0.4 | $6.2M | -28% | 33k | 186.53 |
|
| United Parcel Service (UPS) | 0.4 | $6.1M | -61% | 62k | 98.38 |
|
| iShares S&P 500 Value Index (IVE) | 0.3 | $4.4M | -24% | 21k | 211.15 |
|
| Altria (MO) | 0.2 | $2.4M | 37k | 65.99 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.1 | $2.0M | 3.2k | 650.34 |
|
|
| Berkshire Hathaway (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
|
|
| Schwab Cap Tr S&p 500idx Sel Etf (SWPPX) | 0.0 | $698k | -13% | 42k | 16.77 |
|
| Versant Media Group (VSNT) | 0.0 | $610k | NEW | 17k | 37.02 |
|
| Honda Motor | 0.0 | $121k | +35% | 15k | 7.90 |
|
Past Filings by Edgar Lomax
SEC 13F filings are viewable for Edgar Lomax going back to 2010
- 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
- Edgar Lomax 2022 Q2 filed Aug. 10, 2022