Edgar Lomax Co.

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Edgar Lomax Co. reported 65 stock positions worth $1.6 billion. Its top holding was Verizon Communications (VZ) at 5.0% of the portfolio, followed by Intl Business Machines (IBM, 5.0%) and FedEx (FDX, 4.8%). Compared with Q2 2024, it added to 1 and reduced 56. The biggest buy was Schwab S&P 500 Index-Sel (SWPPX, shares +1%) and the biggest sale FedEx (FDX, shares −2%).

Most Recent 13F: Q2 2026
Location: KINGSTOWNE, VA
CIK: 0001013538
Portfolio Value: $1.6B (Q3 2024)
SEC Filing: 0001013538-24-000008 ↗ filed Nov 14, 2024

Holdings Value

Holdings 65 stocks · $1.6B


VZ Verizon Communications Inc.	5.02%	1,832,406	$82.3M	Reduce -1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	4.98%	368,752	$81.5M	Reduce -1.6%
FDX FedEx Corp.	4.79%	286,975	$78.5M	Reduce -1.6%
KO The Coca-Cola Co.	3.95%	901,110	$64.8M	Reduce -1.6%
CSCO Cisco Systems Inc.	3.76%	1,158,038	$61.6M	Reduce -1.6%
CVS CVS Health Corp.	3.46%	900,445	$56.6M	Reduce -1.6%
XOM Exxon Mobil Corp.	3.24%	452,582	$53.1M	Reduce -1.7%
CVX Chevron Corp.	3.15%	350,532	$51.6M	Reduce -1.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	2.86%	651,194	$46.8M	Reduce -1.6%
AMGN Amgen Inc.	2.84%	144,465	$46.5M	Reduce -1.5%
EXC Exelon Corp.	2.81%	1,133,661	$46.0M	Reduce -1.6%
GS Goldman Sachs Group Inc.	2.64%	87,340	$43.2M	Reduce -1.6%
DOW Dow Inc.	2.61%	783,290	$42.8M	Reduce -1.6%
PFE Pfizer Inc.	2.59%	1,468,800	$42.5M	Reduce -1.6%
C Citigroup Inc.	2.52%	659,765	$41.3M	Reduce -1.6%
SPG Simon Property Group Inc.	2.45%	237,775	$40.2M	Reduce -1.5%
GD General Dynamics Corp.	2.28%	123,439	$37.3M	Reduce -1.6%
AXP American Express Co.	2.08%	125,765	$34.1M	Reduce -1.5%
JNJ Johnson & Johnson	2.02%	204,640	$33.2M	Reduce -1.5%
TXN Texas Instruments Inc.	1.97%	156,500	$32.3M	Reduce -1.6%
CAT Caterpillar Inc.	1.90%	79,588	$31.1M	Reduce -1.5%
F Ford Motor Co. filed as FORD MTR CO	1.79%	2,781,400	$29.4M	Reduce -1.6%
MDT Medtronic PLC	1.78%	323,660	$29.1M	Reduce -1.6%
LOW Lowe's Cos Inc.	1.75%	105,605	$28.6M	Reduce -1.6%
JPM JPMorgan Chase & Co.	1.73%	134,375	$28.3M	Reduce -1.6%
WFC Wells Fargo & Co.	1.65%	478,100	$27.0M	Reduce -1.6%
KHC The Kraft Heinz Co.	1.54%	720,510	$25.3M	Reduce -1.6%
WMT Walmart Inc.	1.53%	309,795	$25.0M	Reduce -1.6%
RTX RTX Corp.	1.41%	190,700	$23.1M	Reduce -1.5%
NEE Nextera Energy Inc.	1.22%	236,540	$20.0M	Reduce -1.6%
DHR Danaher Corp.	1.18%	69,265	$19.3M	Reduce -1.6%
PG The Procter & Gamble Co.	1.18%	111,165	$19.3M	Reduce -1.5%
QCOM Qualcomm Inc.	1.17%	112,480	$19.1M	Reduce -1.5%
GE General Electric filed as GE AEROSPACE	1.14%	99,345	$18.7M	Reduce -1.5%
SO The Southern Co.	1.13%	204,915	$18.5M	Reduce -1.6%
COP Conocophillips	1.11%	173,370	$18.3M	Reduce -1.7%
UNH Unitedhealth Group Inc.	1.08%	30,345	$17.7M	Reduce -1.6%
MS Morgan Stanley	1.08%	169,545	$17.7M	Reduce -1.6%
DUK Duke Energy Corp.	1.04%	148,181	$17.1M	Reduce -1.6%
MDLZ Mondelez International Inc. Class A	1.01%	224,815	$16.6M	Reduce -1.5%
COF Capital One Financial Corp.	0.88%	96,565	$14.5M	Reduce -1.5%
T AT&T Inc.	0.83%	617,968	$13.6M	Reduce -1.6%
ABBV Abbvie Inc.	0.79%	65,853	$13.0M	Reduce -1.5%
MMM 3M Co.	0.79%	95,105	$13.0M	Reduce -1.5%
MET Metlife Inc.	0.79%	156,685	$12.9M	Reduce -1.6%
CMCSA Comcast Corp. Class A	0.74%	288,950	$12.1M	Reduce -1.6%
TGT Target Corp.	0.69%	72,815	$11.3M	Reduce -1.6%
WBA Walgreens Boots Alliance Inc.	0.68%	1,247,080	$11.2M	Reduce -1.6%
USB US Bancorp	0.67%	239,666	$11.0M	Reduce -1.5%
GILD Gilead Sciences Inc.	0.66%	127,990	$10.7M	Reduce -1.5%
BMY Bristol-Myers Squibb Co.	0.63%	199,390	$10.3M	Reduce -1.6%
UPS United Parcel Service Class B	0.55%	66,135	$9.0M	Reduce -1.5%
HD Home Depot Inc.	0.39%	15,760	$6.4M	Reduce -1.4%
GEV GE Vernova Inc.	0.39%	24,761	$6.3M	Reduce -1.7%
AIG American International Group	0.36%	80,280	$5.9M	Reduce -1.5%
IVE iShares S&P 500 Value ETF	0.23%	19,125	$3.8M	No change
MO Altria Group Inc.	0.14%	46,440	$2.4M	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.12%	3,368	$1.9M	No change
SOLV Solventum Corp.	0.10%	23,648	$1.6M	Reduce -1.8%
BRK.A Berkshire Hathaway Inc. Class A	0.04%	1	$691K	No change
SWPPX Schwab S&P 500 Index-Sel	0.04%	7,260	$648K	Add +1.0%
BANCO BILBAO VIZCAYA ARGENTARI	0.01%	11,310	$123K	No change
HONDA MOTOR CO LTD	0.01%	10,500	$111K	No change
PCRFY Panasonic Holdings Corp. -ADR	0.01%	11,300	$98K	No change
BANCO SANTANDER SA	0.00%	10,940	$56K	No change

Portfolio Sells Q2 2024 → Q3 2024


FDX FedEx Corp.	Reduce -1.6%	4.79%	−0.87
F Ford Motor Co.	Reduce -1.6%	1.79%	−0.50
CVX Chevron Corp.	Reduce -1.6%	3.15%	−0.46
WBA Walgreens Boots Alliance Inc.	Reduce -1.6%	0.68%	−0.31
QCOM Qualcomm Inc.	Reduce -1.5%	1.17%	−0.31
C Citigroup Inc.	Reduce -1.6%	2.52%	−0.23
WFC Wells Fargo & Co.	Reduce -1.6%	1.65%	−0.22
XOM Exxon Mobil Corp.	Reduce -1.7%	3.24%	−0.20
COP Conocophillips	Reduce -1.7%	1.11%	−0.19
AMGN Amgen Inc.	Reduce -1.5%	2.84%	−0.13
DOW Dow Inc.	Reduce -1.6%	2.61%	−0.12
PFE Pfizer Inc.	Reduce -1.6%	2.59%	−0.11
GD General Dynamics Corp.	Reduce -1.6%	2.28%	−0.08
JPM JPMorgan Chase & Co.	Reduce -1.6%	1.73%	−0.06
UPS United Parcel Service Class B	Reduce -1.5%	0.55%	−0.05
CVS CVS Health Corp.	Reduce -1.6%	3.46%	−0.04
AIG American International Group	Reduce -1.5%	0.36%	−0.03
PG The Procter & Gamble Co.	Reduce -1.5%	1.18%	−0.03
TXN Texas Instruments Inc.	Reduce -1.6%	1.97%	−0.03
TGT Target Corp.	Reduce -1.6%	0.69%	−0.02
CMCSA Comcast Corp. Class A	Reduce -1.6%	0.74%	−0.01
MS Morgan Stanley	Reduce -1.6%	1.08%	−0.01
COF Capital One Financial Corp.	Reduce -1.5%	0.88%	+0.00
KHC The Kraft Heinz Co.	Reduce -1.6%	1.54%	+0.02
SOLV Solventum Corp.	Reduce -1.8%	0.10%	+0.02
HD Home Depot Inc.	Reduce -1.4%	0.39%	+0.03
DHR Danaher Corp.	Reduce -1.6%	1.18%	+0.04
GS Goldman Sachs Group Inc.	Reduce -1.6%	2.64%	+0.04
MDLZ Mondelez International Inc. Class A	Reduce -1.5%	1.01%	+0.04
USB US Bancorp	Reduce -1.5%	0.67%	+0.04
VZ Verizon Communications Inc.	Reduce -1.6%	5.02%	+0.05
ABBV Abbvie Inc.	Reduce -1.5%	0.79%	+0.05
T AT&T Inc.	Reduce -1.6%	0.83%	+0.05
JNJ Johnson & Johnson	Reduce -1.5%	2.02%	+0.06
MET Metlife Inc.	Reduce -1.6%	0.79%	+0.07
DUK Duke Energy Corp.	Reduce -1.6%	1.04%	+0.07
UNH Unitedhealth Group Inc.	Reduce -1.6%	1.08%	+0.07
GILD Gilead Sciences Inc.	Reduce -1.5%	0.66%	+0.08
SPG Simon Property Group Inc.	Reduce -1.5%	2.45%	+0.08
SO The Southern Co.	Reduce -1.6%	1.13%	+0.08
BMY Bristol-Myers Squibb Co.	Reduce -1.6%	0.63%	+0.08
MDT Medtronic PLC	Reduce -1.6%	1.78%	+0.10
GE General Electric	Reduce -1.5%	1.14%	+0.10
GEV GE Vernova Inc.	Reduce -1.7%	0.39%	+0.11
NEE Nextera Energy Inc.	Reduce -1.6%	1.22%	+0.12
CSCO Cisco Systems Inc.	Reduce -1.6%	3.76%	+0.14
WMT Walmart Inc.	Reduce -1.6%	1.53%	+0.15
RTX RTX Corp.	Reduce -1.5%	1.41%	+0.15
MMM 3M Co.	Reduce -1.5%	0.79%	+0.15
CAT Caterpillar Inc.	Reduce -1.5%	1.90%	+0.16

Portfolio Buys Q2 2024 → Q3 2024


SWPPX Schwab S&P 500 Index-Sel	Add +1.0%	0.04%	+0.00

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