Edgar Lomax Co.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Edgar Lomax Co. reported 58 stock positions worth $1.3 billion. Its top holding was Target (TGT) at 5.7% of the portfolio, followed by Unitedhealth (UNH, 5.6%) and CVS Health (CVS, 5.1%). Compared with Q1 2026, it opened 1 new position and reduced 51. The biggest buy was a new position in BHP and the biggest sale Chevron (CVX, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTOWNE, VA
- CIK
- 0001013538
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001013538-26-000006 ↗ filed Aug 13, 2026
Holdings Value
Holdings 58 stocks · $1.3B
| TGT Target Corp. | 5.72% | 585,680 | $76.5M | Reduce -7.5% |
| UNH Unitedhealth Group Inc. | 5.60% | 180,225 | $74.9M | Reduce -5.8% |
| CVS CVS Health Corp. | 5.11% | 660,520 | $68.3M | Reduce -7.7% |
| FDX FedEx Corp. | 4.63% | 197,808 | $61.9M | Reduce -7.6% |
| MDLZ Mondelez International Inc. Class A | 4.01% | 927,360 | $53.6M | Reduce -7.8% |
| CVX Chevron Corp. | 3.79% | 305,622 | $50.7M | Reduce -8.6% |
| DUK Duke Energy Corp. | 3.26% | 344,981 | $43.7M | Reduce -8.2% |
| USB US Bancorp | 3.18% | 705,056 | $42.6M | Reduce -8.2% |
| GD General Dynamics Corp. | 3.08% | 116,514 | $41.3M | Reduce -5.8% |
| SO The Southern Co. | 2.94% | 411,155 | $39.4M | Reduce -8.2% |
| NEE Nextera Energy Inc. | 2.93% | 446,640 | $39.2M | Reduce -8.3% |
| PG The Procter & Gamble Co. | 2.74% | 250,235 | $36.7M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 2.63% | 257,022 | $35.1M | Reduce -8.7% |
| PFE Pfizer Inc. | 2.46% | 1,365,777 | $32.9M | Reduce -5.8% |
| JNJ Johnson & Johnson | 2.39% | 125,880 | $32.0M | Reduce -5.7% |
| TXN Texas Instruments Inc. | 2.20% | 98,670 | $29.4M | Reduce -8.2% |
| T AT&T Inc. | 2.04% | 1,316,103 | $27.2M | Reduce -8.2% |
| BMY Bristol-Myers Squibb Co. | 1.99% | 461,275 | $26.6M | Reduce -5.8% |
| KO The Coca-Cola Co. | 1.88% | 310,300 | $25.2M | Reduce -8.2% |
| MS Morgan Stanley | 1.81% | 115,605 | $24.2M | Reduce -8.2% |
| CMCSA Comcast Corp. Class A | 1.73% | 940,810 | $23.1M | Reduce -8.2% |
| UNP Union Pacific Corp. | 1.65% | 81,125 | $22.1M | Reduce -8.2% |
| BAC Bank of America Corp. | 1.59% | 372,880 | $21.2M | Reduce -8.2% |
| JPM JPMorgan Chase & Co. | 1.56% | 63,662 | $20.8M | Reduce -8.2% |
| SBUX Starbucks Corp. | 1.55% | 203,290 | $20.8M | Reduce -8.3% |
| SCHW Schwab (charles) Corp. | 1.42% | 205,215 | $18.9M | Reduce -8.2% |
| GILD Gilead Sciences Inc. | 1.39% | 147,640 | $18.7M | Reduce -5.8% |
| MRK Merck & Co. Inc. | 1.38% | 143,985 | $18.5M | Reduce -5.8% |
| MET Metlife Inc. | 1.37% | 216,815 | $18.3M | Reduce -8.2% |
| WFC Wells Fargo & Co. | 1.36% | 220,015 | $18.2M | Reduce -8.2% |
| LMT Lockheed Martin Corp. | 1.35% | 35,404 | $18.0M | Reduce -5.7% |
| AIG American International Group | 1.34% | 239,670 | $17.9M | Reduce -8.2% |
| COP Conocophillips | 1.31% | 168,750 | $17.5M | Reduce -9.7% |
| HD Home Depot Inc. | 1.31% | 49,735 | $17.5M | Reduce -8.2% |
| AMGN Amgen Inc. | 1.25% | 46,233 | $16.7M | Reduce -5.7% |
| ABBV Abbvie Inc. | 1.24% | 66,103 | $16.6M | Reduce -5.7% |
| PEP Pepsico Inc. | 1.21% | 119,310 | $16.2M | Reduce -8.3% |
| AMT American Tower Corp. | 1.19% | 97,685 | $16.0M | Reduce -8.3% |
| FDXF FedEx Freight Holding Co. | 1.12% | 98,892 | $14.9M | Reduce -7.6% |
| ABT Abbott Laboratories | 1.12% | 164,535 | $14.9M | Reduce -5.8% |
| BNY Bank of New York Mellon Corp. | 0.99% | 91,969 | $13.3M | Reduce -8.2% |
| C Citigroup Inc. | 0.96% | 91,665 | $12.8M | Reduce -8.2% |
| GS Goldman Sachs Group Inc. | 0.92% | 12,208 | $12.3M | Reduce -8.1% |
| MDT Medtronic PLC | 0.92% | 157,570 | $12.3M | Reduce -8.3% |
| GM General Motors Co. | 0.76% | 131,070 | $10.1M | Reduce -8.3% |
| NKE Nike Inc. Class B | 0.68% | 220,625 | $9.1M | Reduce -8.3% |
| ACN Accenture PLC Class A | 0.65% | 69,875 | $8.7M | Reduce -8.2% |
| SPG Simon Property Group Inc. | 0.51% | 30,265 | $6.8M | Reduce -8.4% |
| UPS United Parcel Service Class B | 0.46% | 56,845 | $6.1M | Reduce -8.1% |
| VZ Verizon Communications Inc. | 0.44% | 138,096 | $5.8M | Reduce -8.3% |
| IVE iShares S&P 500 Value ETF | 0.35% | 20,740 | $4.7M | No change |
| MO Altria Group Inc. | 0.20% | 36,640 | $2.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 3,150 | $2.4M | No change |
| SWPPX Schwab S&P 500 Index-Sel | 0.06% | 41,597 | $804K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $749K | No change |
| VSNT Versant Media Group Inc. | 0.04% | 15,021 | $541K | Reduce -8.8% |
| BHP GROUP LTD | 0.02% | 5,155 | $212K | New |
| HONDA MOTOR CO LTD | 0.01% | 15,300 | $139K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -8.6% | 3.79% | −1.15 |
| T AT&T Inc. | Reduce -8.2% | 2.04% | −0.93 |
| FDX FedEx Corp. | Reduce -7.6% | 4.63% | −0.81 |
| XOM Exxon Mobil Corp. | Reduce -8.7% | 2.63% | −0.78 |
| COP Conocophillips | Reduce -9.7% | 1.31% | −0.45 |
| PFE Pfizer Inc. | Reduce -5.8% | 2.46% | −0.44 |
| ACN Accenture PLC Class A | Reduce -8.2% | 0.65% | −0.43 |
| CMCSA Comcast Corp. Class A | Reduce -8.2% | 1.73% | −0.37 |
| NEE Nextera Energy Inc. | Reduce -8.3% | 2.93% | −0.29 |
| LMT Lockheed Martin Corp. | Reduce -5.7% | 1.35% | −0.27 |
| DUK Duke Energy Corp. | Reduce -8.2% | 3.26% | −0.25 |
| PEP Pepsico Inc. | Reduce -8.3% | 1.21% | −0.23 |
| NKE Nike Inc. Class B | Reduce -8.3% | 0.68% | −0.23 |
| GILD Gilead Sciences Inc. | Reduce -5.8% | 1.39% | −0.16 |
| ABT Abbott Laboratories | Reduce -5.8% | 1.12% | −0.16 |
| SO The Southern Co. | Reduce -8.2% | 2.94% | −0.14 |
| MDT Medtronic PLC | Reduce -8.3% | 0.92% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.8% | 1.99% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.8% | 4.01% | −0.13 |
| AMT American Tower Corp. | Reduce -8.3% | 1.19% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -8.3% | 0.44% | −0.10 |
| SCHW Schwab (charles) Corp. | Reduce -8.2% | 1.42% | −0.08 |
| AIG American International Group | Reduce -8.2% | 1.34% | −0.07 |
| FDXF FedEx Freight Holding Co. | Reduce -7.6% | 1.12% | −0.04 |
| GM General Motors Co. | Reduce -8.3% | 0.76% | −0.00 |
| VSNT Versant Media Group Inc. | Reduce -8.8% | 0.04% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -8.2% | 1.36% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -5.8% | 2.74% | +0.01 |
| AMGN Amgen Inc. | Reduce -5.7% | 1.25% | +0.02 |
| UPS United Parcel Service Class B | Reduce -8.1% | 0.46% | +0.02 |
| HD Home Depot Inc. | Reduce -8.2% | 1.31% | +0.04 |
| KO The Coca-Cola Co. | Reduce -8.2% | 1.88% | +0.05 |
| GD General Dynamics Corp. | Reduce -5.8% | 3.08% | +0.06 |
| JNJ Johnson & Johnson | Reduce -5.7% | 2.39% | +0.06 |
| SPG Simon Property Group Inc. | Reduce -8.4% | 0.51% | +0.07 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 1.38% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -8.2% | 1.56% | +0.10 |
| UNP Union Pacific Corp. | Reduce -8.2% | 1.65% | +0.12 |
| GS Goldman Sachs Group Inc. | Reduce -8.1% | 0.92% | +0.12 |
| SBUX Starbucks Corp. | Reduce -8.3% | 1.55% | +0.14 |
| BNY Bank of New York Mellon Corp. | Reduce -8.2% | 0.99% | +0.15 |
| C Citigroup Inc. | Reduce -8.2% | 0.96% | +0.15 |
| ABBV Abbvie Inc. | Reduce -5.7% | 1.24% | +0.16 |
| BAC Bank of America Corp. | Reduce -8.2% | 1.59% | +0.18 |
| MET Metlife Inc. | Reduce -8.2% | 1.37% | +0.18 |
| TGT Target Corp. | Reduce -7.5% | 5.72% | +0.24 |
| MS Morgan Stanley | Reduce -8.2% | 1.81% | +0.33 |
| USB US Bancorp | Reduce -8.2% | 3.18% | +0.33 |
| TXN Texas Instruments Inc. | Reduce -8.2% | 2.20% | +0.71 |
| CVS CVS Health Corp. | Reduce -7.7% | 5.11% | +1.44 |
Portfolio Buys Q1 2026 → Q2 2026
| BHP GROUP LTD | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $1.3B | TGT, UNH, CVS, FDX, MDLZ |
| Q1 2026 | 56 | $1.4B | TGT, FDX, CVX, MDLZ, UNH |
| Q4 2025 | 64 | $1.3B | CVS, TGT, FDX, UNH, KO |
| Q3 2025 | 58 | $1.3B | CVS, JNJ, VZ, IBM, C |
| Q2 2025 | 58 | $1.6B | CVS, VZ, IBM, MDLZ, KO |
| Q1 2025 | 58 | $1.6B | CVS, VZ, JNJ, KO, MDLZ |
| Q4 2024 | 68 | $1.6B | FDX, VZ, CSCO, MRK, MDLZ |
| Q3 2024 | 65 | $1.6B | VZ, IBM, FDX, KO, CSCO |
| Q2 2024 | 65 | $1.5B | FDX, VZ, IBM, KO, CSCO |
| Q1 2024 | 63 | $1.6B | FDX, VZ, CVS, IBM, CSCO |