Edgar Lomax Co.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Edgar Lomax Co. reported 68 stock positions worth $1.6 billion. Its top holding was FedEx (FDX) at 5.1% of the portfolio, followed by Verizon Communications (VZ, 4.6%) and Cisco Systems (CSCO, 4.2%). Compared with Q3 2024, it opened 3 new positions, added to 6 and reduced 54. The biggest buy was a new position in Merck (MRK) and the biggest sale Exelon (EXC, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTOWNE, VA
- CIK
- 0001013538
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0001013538-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 68 stocks · $1.6B
| FDX FedEx Corp. | 5.10% | 281,530 | $79.2M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 4.63% | 1,797,786 | $71.9M | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 4.24% | 1,110,423 | $65.7M | Reduce -4.1% |
| MRK Merck & Co. Inc. | 4.05% | 631,585 | $62.8M | New |
| MDLZ Mondelez International Inc. Class A | 3.79% | 984,040 | $58.8M | Add +337.7% |
| KO The Coca-Cola Co. | 3.55% | 884,150 | $55.0M | Reduce -1.9% |
| JNJ Johnson & Johnson | 3.54% | 379,340 | $54.9M | Add +85.4% |
| CVX Chevron Corp. | 3.21% | 343,572 | $49.8M | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.16% | 223,277 | $49.1M | Reduce -39.5% |
| TGT Target Corp. | 3.08% | 353,600 | $47.8M | Add +385.6% |
| XOM Exxon Mobil Corp. | 3.07% | 443,032 | $47.7M | Reduce -2.1% |
| MS Morgan Stanley | 2.97% | 366,710 | $46.1M | Add +116.3% |
| C Citigroup Inc. | 2.94% | 647,390 | $45.6M | Reduce -1.9% |
| CVS CVS Health Corp. | 2.57% | 886,830 | $39.8M | Reduce -1.5% |
| T AT&T Inc. | 2.46% | 1,675,798 | $38.2M | Add +171.2% |
| PFE Pfizer Inc. | 2.45% | 1,434,310 | $38.1M | Reduce -2.4% |
| AMGN Amgen Inc. | 2.38% | 141,690 | $36.9M | Reduce -1.9% |
| AXP American Express Co. | 2.36% | 123,415 | $36.6M | Reduce -1.9% |
| WFC Wells Fargo & Co. | 2.12% | 469,085 | $32.9M | Reduce -1.9% |
| GD General Dynamics Corp. | 2.06% | 121,089 | $31.9M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 2.04% | 131,865 | $31.6M | Reduce -1.9% |
| DOW Dow Inc. | 1.89% | 729,955 | $29.3M | Reduce -6.8% |
| TXN Texas Instruments Inc. | 1.86% | 153,565 | $28.8M | Reduce -1.9% |
| CAT Caterpillar Inc. | 1.83% | 78,093 | $28.3M | Reduce -1.9% |
| F Ford Motor Co. filed as FORD MTR CO | 1.73% | 2,717,035 | $26.9M | Reduce -2.3% |
| MDT Medtronic PLC | 1.64% | 317,580 | $25.4M | Reduce -1.9% |
| RTX RTX Corp. | 1.40% | 187,070 | $21.6M | Reduce -1.9% |
| KHC The Kraft Heinz Co. | 1.39% | 703,830 | $21.6M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 1.18% | 109,085 | $18.3M | Reduce -1.9% |
| QCOM Qualcomm Inc. | 1.09% | 110,345 | $17.0M | Reduce -1.9% |
| COF Capital One Financial Corp. | 1.09% | 94,750 | $16.9M | Reduce -1.9% |
| COP Conocophillips | 1.08% | 169,470 | $16.8M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 1.07% | 232,010 | $16.6M | Reduce -1.9% |
| SO The Southern Co. | 1.07% | 201,020 | $16.5M | Reduce -1.9% |
| GE General Electric filed as GE AEROSPACE | 1.05% | 97,475 | $16.3M | Reduce -1.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.01% | 204,724 | $15.7M | Reduce -68.6% |
| DUK Duke Energy Corp. | 1.01% | 145,356 | $15.7M | Reduce -1.9% |
| DHR Danaher Corp. | 1.01% | 67,935 | $15.6M | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 0.97% | 29,755 | $15.1M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.93% | 25,270 | $14.5M | Reduce -71.1% |
| MET Metlife Inc. | 0.81% | 153,750 | $12.6M | Reduce -1.9% |
| MMM 3M Co. | 0.78% | 93,295 | $12.0M | Reduce -1.9% |
| GILD Gilead Sciences Inc. | 0.75% | 125,590 | $11.6M | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.74% | 64,573 | $11.5M | Reduce -1.9% |
| WBA Walgreens Boots Alliance Inc. | 0.73% | 1,218,155 | $11.4M | Reduce -2.3% |
| SPG Simon Property Group Inc. | 0.73% | 65,820 | $11.3M | Reduce -72.3% |
| USB US Bancorp | 0.72% | 235,136 | $11.2M | Reduce -1.9% |
| BMY Bristol-Myers Squibb Co. | 0.71% | 195,600 | $11.1M | Reduce -1.9% |
| CMCSA Comcast Corp. Class A | 0.69% | 283,510 | $10.6M | Reduce -1.9% |
| UPS United Parcel Service Class B | 0.53% | 64,620 | $8.1M | Reduce -2.3% |
| GEV GE Vernova Inc. | 0.51% | 24,281 | $8.0M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.49% | 30,630 | $7.6M | Reduce -71.0% |
| HD Home Depot Inc. | 0.39% | 15,445 | $6.0M | Reduce -2.0% |
| AIG American International Group | 0.37% | 78,785 | $5.7M | Reduce -1.9% |
| IVE iShares S&P 500 Value ETF | 0.32% | 26,139 | $5.0M | Add +36.7% |
| MO Altria Group Inc. | 0.15% | 45,340 | $2.4M | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 3,202 | $1.9M | Reduce -4.9% |
| WMT Walmart Inc. | 0.11% | 19,050 | $1.7M | Reduce -93.8% |
| SOLV Solventum Corp. | 0.10% | 23,223 | $1.5M | Reduce -1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.04% | 1 | $681K | No change |
| EXC Exelon Corp. | 0.04% | 17,640 | $664K | Reduce -98.4% |
| SWPPX Schwab S&P 500 Index-Sel | 0.04% | 7,135 | $644K | Reduce -1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 9,455 | $416K | New |
| CATH Global X S&P 500 Ca Val ETF | 0.02% | 3,363 | $238K | New |
| PCRFY Panasonic Holdings Corp. -ADR | 0.01% | 11,300 | $118K | No change |
| BANCO BILBAO VIZCAYA ARGENTARI | 0.01% | 11,310 | $111K | No change |
| HONDA MOTOR CO LTD | 0.01% | 10,500 | $103K | No change |
| BANCO SANTANDER SA | 0.00% | 10,940 | $51K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| EXC Exelon Corp. | Reduce -98.4% | 0.04% | −2.76 |
| BNY Bank of New York Mellon Corp. | Reduce -68.6% | 1.01% | −1.84 |
| IBM Intl Business Machines Corp. | Reduce -39.5% | 3.16% | −1.81 |
| SPG Simon Property Group Inc. | Reduce -72.3% | 0.73% | −1.72 |
| GS Goldman Sachs Group Inc. | Reduce -71.1% | 0.93% | −1.71 |
| WMT Walmart Inc. | Reduce -93.8% | 0.11% | −1.42 |
| LOW Lowe's Cos Inc. | Reduce -71.0% | 0.49% | −1.26 |
| CVS CVS Health Corp. | Reduce -1.5% | 2.57% | −0.89 |
| DOW Dow Inc. | Reduce -6.8% | 1.89% | −0.72 |
| AMGN Amgen Inc. | Reduce -1.9% | 2.38% | −0.46 |
| KO The Coca-Cola Co. | Reduce -1.9% | 3.55% | −0.41 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 4.63% | −0.39 |
| GD General Dynamics Corp. | Reduce -1.9% | 2.06% | −0.22 |
| DHR Danaher Corp. | Reduce -1.9% | 1.01% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 3.07% | −0.17 |
| KHC The Kraft Heinz Co. | Reduce -2.3% | 1.39% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -1.9% | 1.07% | −0.15 |
| MDT Medtronic PLC | Reduce -1.9% | 1.64% | −0.14 |
| PFE Pfizer Inc. | Reduce -2.4% | 2.45% | −0.14 |
| TXN Texas Instruments Inc. | Reduce -1.9% | 1.86% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.97% | −0.11 |
| GE General Electric | Reduce -1.9% | 1.05% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -1.9% | 1.09% | −0.08 |
| CAT Caterpillar Inc. | Reduce -1.9% | 1.83% | −0.07 |
| SO The Southern Co. | Reduce -1.9% | 1.07% | −0.06 |
| F Ford Motor Co. | Reduce -2.3% | 1.73% | −0.06 |
| ABBV Abbvie Inc. | Reduce -1.9% | 0.74% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -1.9% | 0.69% | −0.05 |
| DUK Duke Energy Corp. | Reduce -1.9% | 1.01% | −0.03 |
| COP Conocophillips | Reduce -2.3% | 1.08% | −0.03 |
| UPS United Parcel Service Class B | Reduce -2.3% | 0.53% | −0.03 |
| MMM 3M Co. | Reduce -1.9% | 0.78% | −0.02 |
| RTX RTX Corp. | Reduce -1.9% | 1.40% | −0.02 |
| HD Home Depot Inc. | Reduce -2.0% | 0.39% | −0.00 |
| SOLV Solventum Corp. | Reduce -1.8% | 0.10% | −0.00 |
| SWPPX Schwab S&P 500 Index-Sel | Reduce -1.7% | 0.04% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.9% | 0.12% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 1.18% | +0.00 |
| MO Altria Group Inc. | Reduce -2.4% | 0.15% | +0.01 |
| AIG American International Group | Reduce -1.9% | 0.37% | +0.01 |
| MET Metlife Inc. | Reduce -1.9% | 0.81% | +0.02 |
| WBA Walgreens Boots Alliance Inc. | Reduce -2.3% | 0.73% | +0.05 |
| USB US Bancorp | Reduce -1.9% | 0.72% | +0.06 |
| CVX Chevron Corp. | Reduce -2.0% | 3.21% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.9% | 0.71% | +0.08 |
| GILD Gilead Sciences Inc. | Reduce -1.9% | 0.75% | +0.09 |
| GEV GE Vernova Inc. | Reduce -1.9% | 0.51% | +0.13 |
| COF Capital One Financial Corp. | Reduce -1.9% | 1.09% | +0.21 |
| AXP American Express Co. | Reduce -1.9% | 2.36% | +0.28 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 2.04% | +0.31 |
Portfolio Buys Q3 2024 → Q4 2024
| MRK Merck & Co. Inc. | New | 4.05% | +4.05 |
| MDLZ Mondelez International Inc. Class A | Add +337.7% | 3.79% | +2.78 |
| TGT Target Corp. | Add +385.6% | 3.08% | +2.39 |
| MS Morgan Stanley | Add +116.3% | 2.97% | +1.89 |
| T AT&T Inc. | Add +171.2% | 2.46% | +1.63 |
| JNJ Johnson & Johnson | Add +85.4% | 3.54% | +1.51 |
| IVE iShares S&P 500 Value ETF | Add +36.7% | 0.32% | +0.09 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| CATH Global X S&P 500 Ca Val ETF | 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 |