Edgar Lomax Co.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Edgar Lomax Co. reported 65 stock positions worth $1.5 billion. Its top holding was FedEx (FDX) at 5.7% of the portfolio, followed by Verizon Communications (VZ, 5.0%) and Intl Business Machines (IBM, 4.2%). Compared with Q1 2024, it added to 1 and reduced 57. The biggest buy was Schwab S&P 500 Index-Sel (SWPPX, shares +9%) and the biggest sale CVS Health (CVS, shares −2%).

Most Recent 13F
Q2 2026
Location
KINGSTOWNE, VA
CIK
0001013538
Portfolio Value
$1.5B (Q2 2024)
SEC Filing
0001013538-24-000006 ↗ filed Aug 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.5B $1.5B Q2 2024 Q3 2024: $1.6B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $1.6B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 65 stocks · $1.5B
FDX FedEx Corp. 5.66% 291,500 $87.4M Reduce -1.6%
VZ Verizon Communications Inc. 4.97% 1,861,331 $76.8M Reduce -1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 4.20% 374,617 $64.8M Reduce -1.7%
KO The Coca-Cola Co. 3.77% 915,290 $58.3M Reduce -1.7%
CSCO Cisco Systems Inc. 3.62% 1,176,343 $55.9M Reduce -1.7%
CVX Chevron Corp. 3.61% 356,217 $55.7M Reduce -1.6%
CVS CVS Health Corp. 3.50% 914,680 $54.0M Reduce -1.6%
XOM Exxon Mobil Corp. 3.44% 460,527 $53.0M Reduce -1.6%
AMGN Amgen Inc. 2.97% 146,715 $45.8M Reduce -1.3%
C Citigroup Inc. 2.76% 670,120 $42.5M Reduce -1.7%
DOW Dow Inc. 2.73% 795,610 $42.2M Reduce -1.7%
PFE Pfizer Inc. 2.71% 1,492,125 $41.7M Reduce -1.3%
GS Goldman Sachs Group Inc. 2.60% 88,775 $40.2M Reduce -1.7%
EXC Exelon Corp. 2.58% 1,151,641 $39.9M Reduce -1.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 2.57% 661,449 $39.6M Reduce -1.7%
SPG Simon Property Group Inc. 2.38% 241,505 $36.7M Reduce -1.7%
GD General Dynamics Corp. 2.36% 125,389 $36.4M Reduce -1.3%
F Ford Motor Co. filed as FORD MTR CO DEL 2.30% 2,825,255 $35.4M Reduce -1.7%
TXN Texas Instruments Inc. 2.00% 158,970 $30.9M Reduce -1.8%
JNJ Johnson & Johnson 1.97% 207,840 $30.4M Reduce -1.3%
AXP American Express Co. 1.92% 127,730 $29.6M Reduce -1.8%
WFC Wells Fargo & Co. 1.87% 485,655 $28.8M Reduce -1.7%
JPM JPMorgan Chase & Co. 1.79% 136,540 $27.6M Reduce -1.7%
CAT Caterpillar Inc. 1.74% 80,823 $26.9M Reduce -1.7%
MDT Medtronic PLC 1.68% 328,775 $25.9M Reduce -1.7%
LOW Lowe's Cos Inc. 1.53% 107,295 $23.7M Reduce -1.7%
KHC The Kraft Heinz Co. 1.53% 731,865 $23.6M Reduce -1.7%
QCOM Qualcomm Inc. 1.47% 114,220 $22.8M Reduce -1.8%
WMT Walmart Inc. 1.38% 314,680 $21.3M Reduce -1.7%
COP Conocophillips 1.31% 176,335 $20.2M Reduce -1.6%
RTX RTX Corp. 1.26% 193,675 $19.4M Reduce -1.3%
PG The Procter & Gamble Co. 1.21% 112,905 $18.6M Reduce -1.7%
DHR Danaher Corp. 1.14% 70,390 $17.6M Reduce -1.3%
NEE Nextera Energy Inc. 1.10% 240,260 $17.0M Reduce -1.6%
MS Morgan Stanley 1.08% 172,240 $16.7M Reduce -1.7%
SO The Southern Co. 1.05% 208,135 $16.1M Reduce -1.6%
GE General Electric filed as GE AEROSPACE 1.04% 100,880 $16.0M Reduce -1.8%
UNH Unitedhealth Group Inc. 1.02% 30,845 $15.7M Reduce -1.2%
WBA Walgreens Boots Alliance Inc. 0.99% 1,266,725 $15.3M Reduce -1.7%
DUK Duke Energy Corp. 0.98% 150,571 $15.1M Reduce -1.6%
MDLZ Mondelez International Inc. Class A 0.97% 228,315 $14.9M Reduce -1.7%
COF Capital One Financial Corp. 0.88% 98,025 $13.6M Reduce -1.8%
T AT&T Inc. 0.78% 627,718 $12.0M Reduce -1.7%
CMCSA Comcast Corp. Class A 0.74% 293,510 $11.5M Reduce -1.7%
ABBV Abbvie Inc. 0.74% 66,878 $11.5M Reduce -1.2%
MET Metlife Inc. 0.72% 159,155 $11.2M Reduce -1.8%
TGT Target Corp. 0.71% 73,975 $11.0M Reduce -1.8%
MMM 3M Co. 0.64% 96,565 $9.9M Reduce -1.7%
USB US Bancorp 0.63% 243,396 $9.7M Reduce -1.7%
UPS United Parcel Service Class B 0.60% 67,170 $9.2M Reduce -1.7%
GILD Gilead Sciences Inc. 0.58% 129,980 $8.9M Reduce -1.8%
BMY Bristol-Myers Squibb Co. 0.55% 202,565 $8.4M Reduce -1.3%
AIG American International Group 0.39% 81,515 $6.1M Reduce -1.7%
HD Home Depot Inc. 0.36% 15,985 $5.5M Reduce -1.7%
GEV GE Vernova Inc. 0.28% 25,191 $4.3M Reduce -1.9%
IVE iShares S&P 500 Value ETF 0.23% 19,125 $3.5M Reduce -0.2%
MO Altria Group Inc. 0.14% 46,440 $2.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 3,368 $1.8M No change
SOLV Solventum Corp. 0.08% 24,078 $1.3M Reduce -1.9%
BRK.A Berkshire Hathaway Inc. Class A 0.04% 1 $612K No change
SWPPX Schwab S&P 500 Index-Sel 0.04% 7,191 $606K Add +9.4%
BANCO BILBAO VIZCAYA ARGENTARI 0.01% 11,310 $113K No change
HONDA MOTOR CO LTD 0.01% 10,500 $112K No change
PCRFY Panasonic Holdings Corp. -ADR 0.01% 11,300 $93K No change
BANCO SANTANDER SA 0.00% 10,940 $51K No change

Portfolio Sells Q1 2024 → Q2 2024
CVS CVS Health Corp. Reduce -1.6% 3.50% −1.08
WBA Walgreens Boots Alliance Inc. Reduce -1.7% 0.99% −0.74
IBM Intl Business Machines Corp. Reduce -1.7% 4.20% −0.30
LOW Lowe's Cos Inc. Reduce -1.7% 1.53% −0.19
KHC The Kraft Heinz Co. Reduce -1.7% 1.53% −0.17
DOW Dow Inc. Reduce -1.7% 2.73% −0.16
BMY Bristol-Myers Squibb Co. Reduce -1.3% 0.55% −0.14
EXC Exelon Corp. Reduce -1.6% 2.58% −0.14
MDT Medtronic PLC Reduce -1.7% 1.68% −0.13
CAT Caterpillar Inc. Reduce -1.7% 1.74% −0.12
TGT Target Corp. Reduce -1.8% 0.71% −0.12
COP Conocophillips Reduce -1.6% 1.31% −0.10
JNJ Johnson & Johnson Reduce -1.3% 1.97% −0.09
GE General Electric Reduce -1.8% 1.04% −0.08
CSCO Cisco Systems Inc. Reduce -1.7% 3.62% −0.07
F Ford Motor Co. Reduce -1.7% 2.30% −0.06
USB US Bancorp Reduce -1.7% 0.63% −0.06
CMCSA Comcast Corp. Class A Reduce -1.7% 0.74% −0.06
COF Capital One Financial Corp. Reduce -1.8% 0.88% −0.04
MDLZ Mondelez International Inc. Class A Reduce -1.7% 0.97% −0.04
UPS United Parcel Service Class B Reduce -1.7% 0.60% −0.03
HD Home Depot Inc. Reduce -1.7% 0.36% −0.03
GILD Gilead Sciences Inc. Reduce -1.8% 0.58% −0.02
ABBV Abbvie Inc. Reduce -1.2% 0.74% −0.02
MET Metlife Inc. Reduce -1.8% 0.72% −0.02
AIG American International Group Reduce -1.7% 0.39% −0.01
MMM 3M Co. Reduce -1.7% 0.64% −0.00
SPG Simon Property Group Inc. Reduce -1.7% 2.38% −0.00
SOLV Solventum Corp. Reduce -1.9% 0.08% +0.00
IVE iShares S&P 500 Value ETF Reduce -0.2% 0.23% +0.00
GEV GE Vernova Inc. Reduce -1.9% 0.28% +0.01
DHR Danaher Corp. Reduce -1.3% 1.14% +0.04
PG The Procter & Gamble Co. Reduce -1.7% 1.21% +0.05
DUK Duke Energy Corp. Reduce -1.6% 0.98% +0.06
UNH Unitedhealth Group Inc. Reduce -1.2% 1.02% +0.06
MS Morgan Stanley Reduce -1.7% 1.08% +0.06
VZ Verizon Communications Inc. Reduce -1.6% 4.97% +0.07
JPM JPMorgan Chase & Co. Reduce -1.7% 1.79% +0.07
XOM Exxon Mobil Corp. Reduce -1.6% 3.44% +0.07
RTX RTX Corp. Reduce -1.3% 1.26% +0.08
CVX Chevron Corp. Reduce -1.6% 3.61% +0.08
T AT&T Inc. Reduce -1.7% 0.78% +0.08
AXP American Express Co. Reduce -1.8% 1.92% +0.09
C Citigroup Inc. Reduce -1.7% 2.76% +0.09
WFC Wells Fargo & Co. Reduce -1.7% 1.87% +0.10
SO The Southern Co. Reduce -1.6% 1.05% +0.11
PFE Pfizer Inc. Reduce -1.3% 2.71% +0.11
NEE Nextera Energy Inc. Reduce -1.6% 1.10% +0.14
GD General Dynamics Corp. Reduce -1.3% 2.36% +0.14
BNY Bank of New York Mellon Corp. Reduce -1.7% 2.57% +0.17

Portfolio Buys Q1 2024 → Q2 2024
SWPPX Schwab S&P 500 Index-Sel Add +9.4% 0.04% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 58$1.3BTGT, UNH, CVS, FDX, MDLZ
Q1 2026 56$1.4BTGT, FDX, CVX, MDLZ, UNH
Q4 2025 64$1.3BCVS, TGT, FDX, UNH, KO
Q3 2025 58$1.3BCVS, JNJ, VZ, IBM, C
Q2 2025 58$1.6BCVS, VZ, IBM, MDLZ, KO
Q1 2025 58$1.6BCVS, VZ, JNJ, KO, MDLZ
Q4 2024 68$1.6BFDX, VZ, CSCO, MRK, MDLZ
Q3 2024 65$1.6BVZ, IBM, FDX, KO, CSCO
Q2 2024 65$1.5BFDX, VZ, IBM, KO, CSCO
Q1 2024 63$1.6BFDX, VZ, CVS, IBM, CSCO