Edgar Lomax Co.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Edgar Lomax Co. reported 58 stock positions worth $1.6 billion. Its top holding was CVS Health (CVS) at 5.2% of the portfolio, followed by Verizon Communications (VZ, 5.1%) and Johnson & Johnson (JNJ, 4.6%). Compared with Q4 2024, it opened 7 new positions, sold out of 17, added to 28 and reduced 21. The biggest buy was CVS Health (CVS, shares +38%) and the biggest sale an exit from Texas Instruments (TXN).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTOWNE, VA
- CIK
- 0001013538
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0001013538-25-000004 ↗ filed May 14, 2025
Holdings Value
Holdings 58 stocks · $1.6B
| CVS CVS Health Corp. | 5.20% | 1,226,235 | $83.1M | Add +38.3% |
| VZ Verizon Communications Inc. | 5.12% | 1,805,001 | $81.9M | Add +0.4% |
| JNJ Johnson & Johnson | 4.63% | 446,295 | $74.0M | Add +17.6% |
| KO The Coca-Cola Co. | 4.32% | 965,560 | $69.2M | Add +9.2% |
| MDLZ Mondelez International Inc. Class A | 4.31% | 1,016,365 | $69.0M | Add +3.3% |
| MRK Merck & Co. Inc. | 4.13% | 736,620 | $66.1M | Add +16.6% |
| T AT&T Inc. | 4.00% | 2,260,933 | $63.9M | Add +34.9% |
| FDX FedEx Corp. | 3.91% | 256,210 | $62.5M | Reduce -9.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.67% | 235,967 | $58.7M | Add +5.7% |
| TGT Target Corp. | 3.45% | 528,460 | $55.2M | Add +49.5% |
| CVX Chevron Corp. | 2.93% | 280,037 | $46.8M | Reduce -18.5% |
| C Citigroup Inc. | 2.90% | 652,600 | $46.3M | Add +0.8% |
| DUK Duke Energy Corp. | 2.84% | 372,841 | $45.5M | Add +156.5% |
| MS Morgan Stanley | 2.67% | 365,425 | $42.6M | Reduce -0.3% |
| AMGN Amgen Inc. | 2.58% | 132,385 | $41.2M | Reduce -6.6% |
| CSCO Cisco Systems Inc. | 2.51% | 649,148 | $40.1M | Reduce -41.5% |
| GD General Dynamics Corp. | 2.47% | 145,169 | $39.6M | Add +19.9% |
| XOM Exxon Mobil Corp. | 2.40% | 323,217 | $38.4M | Reduce -27.0% |
| MCD McDonald's Corp. | 2.02% | 103,645 | $32.4M | New |
| MDT Medtronic PLC | 1.92% | 342,485 | $30.8M | Add +7.8% |
| PG The Procter & Gamble Co. | 1.88% | 175,965 | $30.0M | Add +61.3% |
| SO The Southern Co. | 1.86% | 323,835 | $29.8M | Add +61.1% |
| MMM 3M Co. | 1.72% | 187,195 | $27.5M | Add +100.7% |
| GILD Gilead Sciences Inc. | 1.62% | 231,390 | $25.9M | Add +84.2% |
| JPM JPMorgan Chase & Co. | 1.55% | 100,785 | $24.7M | Reduce -23.6% |
| COF Capital One Financial Corp. | 1.52% | 135,175 | $24.2M | Add +42.7% |
| UPS United Parcel Service Class B | 1.49% | 216,810 | $23.8M | Add +235.5% |
| MET Metlife Inc. | 1.48% | 294,605 | $23.7M | Add +91.6% |
| UNP Union Pacific Corp. | 1.44% | 97,605 | $23.1M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.43% | 549,190 | $22.9M | Add +5708.5% |
| QCOM Qualcomm Inc. | 1.40% | 145,260 | $22.3M | Add +31.6% |
| NEE Nextera Energy Inc. | 1.40% | 314,760 | $22.3M | Add +35.7% |
| CMCSA Comcast Corp. Class A | 1.34% | 580,255 | $21.4M | Add +104.7% |
| COP Conocophillips | 1.32% | 201,285 | $21.1M | Add +18.8% |
| PFE Pfizer Inc. | 1.28% | 805,400 | $20.4M | Reduce -43.9% |
| NKE Nike Inc. Class B | 1.17% | 294,865 | $18.7M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.89% | 169,249 | $14.2M | Reduce -17.3% |
| WFC Wells Fargo & Co. | 0.83% | 185,055 | $13.3M | Reduce -60.5% |
| GS Goldman Sachs Group Inc. | 0.78% | 22,745 | $12.4M | Reduce -10.0% |
| AXP American Express Co. | 0.74% | 43,745 | $11.8M | Reduce -64.5% |
| GM General Motors Co. | 0.72% | 243,855 | $11.5M | New |
| SPG Simon Property Group Inc. | 0.64% | 61,885 | $10.3M | Reduce -6.0% |
| AMT American Tower Corp. | 0.38% | 27,555 | $6.0M | New |
| ABBV Abbvie Inc. | 0.37% | 28,068 | $5.9M | Reduce -56.5% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 87,960 | $5.4M | Reduce -55.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.32% | 512,375 | $5.1M | Reduce -81.1% |
| CAT Caterpillar Inc. | 0.32% | 15,400 | $5.1M | Reduce -80.3% |
| KHC The Kraft Heinz Co. | 0.31% | 164,765 | $5.0M | Reduce -76.6% |
| PEP Pepsico Inc. | 0.31% | 33,415 | $5.0M | New |
| USB US Bancorp | 0.28% | 105,996 | $4.5M | Reduce -54.9% |
| DOW Dow Inc. | 0.28% | 126,350 | $4.4M | Reduce -82.7% |
| IVE iShares S&P 500 Value ETF | 0.25% | 20,799 | $4.0M | Reduce -20.4% |
| MO Altria Group Inc. | 0.17% | 45,340 | $2.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 3,278 | $1.8M | Add +2.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $798K | No change |
| SWPPX Schwab S&P 500 Index-Sel | 0.04% | 7,254 | $627K | Add +1.7% |
| HSBC Holdings PLC | 0.01% | 12,845 | $145K | New |
| HONDA MOTOR CO LTD | 0.01% | 11,300 | $101K | Add +7.6% |
Portfolio Sells Q4 2024 → Q1 2025
| TXN Texas Instruments Inc. | Sold out | 0.00% | −1.86 |
| CSCO Cisco Systems Inc. | Reduce -41.5% | 2.51% | −1.73 |
| AXP American Express Co. | Reduce -64.5% | 0.74% | −1.62 |
| DOW Dow Inc. | Reduce -82.7% | 0.28% | −1.61 |
| CAT Caterpillar Inc. | Reduce -80.3% | 0.32% | −1.51 |
| F Ford Motor Co. | Reduce -81.1% | 0.32% | −1.41 |
| RTX RTX Corp. | Sold out | 0.00% | −1.40 |
| WFC Wells Fargo & Co. | Reduce -60.5% | 0.83% | −1.29 |
| FDX FedEx Corp. | Reduce -9.0% | 3.91% | −1.20 |
| PFE Pfizer Inc. | Reduce -43.9% | 1.28% | −1.18 |
| KHC The Kraft Heinz Co. | Reduce -76.6% | 0.31% | −1.08 |
| GE General Electric | Sold out | 0.00% | −1.05 |
| DHR Danaher Corp. | Sold out | 0.00% | −1.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.97 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.73 |
| XOM Exxon Mobil Corp. | Reduce -27.0% | 2.40% | −0.67 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.51 |
| JPM JPMorgan Chase & Co. | Reduce -23.6% | 1.55% | −0.49 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.49 |
| USB US Bancorp | Reduce -54.9% | 0.28% | −0.45 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.39 |
| BMY Bristol-Myers Squibb Co. | Reduce -55.0% | 0.34% | −0.38 |
| ABBV Abbvie Inc. | Reduce -56.5% | 0.37% | −0.37 |
| AIG American International Group | Sold out | 0.00% | −0.37 |
| MS Morgan Stanley | Reduce -0.3% | 2.67% | −0.31 |
| CVX Chevron Corp. | Reduce -18.5% | 2.93% | −0.28 |
| GS Goldman Sachs Group Inc. | Reduce -10.0% | 0.78% | −0.16 |
| BNY Bank of New York Mellon Corp. | Reduce -17.3% | 0.89% | −0.13 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.11 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.10 |
| SPG Simon Property Group Inc. | Reduce -6.0% | 0.64% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -20.4% | 0.25% | −0.07 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.04 |
| CATH Global X S&P 500 Ca Val ETF | Sold out | 0.00% | −0.02 |
| PCRFY Panasonic Holdings Corp. -ADR | Sold out | 0.00% | −0.01 |
| BANCO BILBAO VIZCAYA ARGENTARI | Sold out | 0.00% | −0.01 |
| BANCO SANTANDER SA | Sold out | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -6.6% | 2.58% | +0.20 |
Portfolio Buys Q4 2024 → Q1 2025
| CVS CVS Health Corp. | Add +38.3% | 5.20% | +2.63 |
| MCD McDonald's Corp. | New | 2.02% | +2.02 |
| DUK Duke Energy Corp. | Add +156.5% | 2.84% | +1.83 |
| T AT&T Inc. | Add +34.9% | 4.00% | +1.54 |
| UNP Union Pacific Corp. | New | 1.44% | +1.44 |
| BAC Bank of America Corp. | Add +5708.5% | 1.43% | +1.41 |
| NKE Nike Inc. Class B | New | 1.17% | +1.17 |
| JNJ Johnson & Johnson | Add +17.6% | 4.63% | +1.09 |
| UPS United Parcel Service Class B | Add +235.5% | 1.49% | +0.97 |
| MMM 3M Co. | Add +100.7% | 1.72% | +0.94 |
| GILD Gilead Sciences Inc. | Add +84.2% | 1.62% | +0.87 |
| SO The Southern Co. | Add +61.1% | 1.86% | +0.80 |
| KO The Coca-Cola Co. | Add +9.2% | 4.32% | +0.78 |
| GM General Motors Co. | New | 0.72% | +0.72 |
| PG The Procter & Gamble Co. | Add +61.3% | 1.88% | +0.70 |
| MET Metlife Inc. | Add +91.6% | 1.48% | +0.67 |
| CMCSA Comcast Corp. Class A | Add +104.7% | 1.34% | +0.65 |
| MDLZ Mondelez International Inc. Class A | Add +3.3% | 4.31% | +0.52 |
| IBM Intl Business Machines Corp. | Add +5.7% | 3.67% | +0.51 |
| VZ Verizon Communications Inc. | Add +0.4% | 5.12% | +0.49 |
| COF Capital One Financial Corp. | Add +42.7% | 1.52% | +0.43 |
| GD General Dynamics Corp. | Add +19.9% | 2.47% | +0.42 |
| AMT American Tower Corp. | New | 0.38% | +0.38 |
| TGT Target Corp. | Add +49.5% | 3.45% | +0.37 |
| NEE Nextera Energy Inc. | Add +35.7% | 1.40% | +0.32 |
| PEP Pepsico Inc. | New | 0.31% | +0.31 |
| QCOM Qualcomm Inc. | Add +31.6% | 1.40% | +0.30 |
| MDT Medtronic PLC | Add +7.8% | 1.92% | +0.29 |
| COP Conocophillips | Add +18.8% | 1.32% | +0.24 |
| MRK Merck & Co. Inc. | Add +16.6% | 4.13% | +0.09 |
| HSBC Holdings PLC | New | 0.01% | +0.01 |
| HONDA MOTOR CO LTD | Add +7.6% | 0.01% | −0.00 |
| SWPPX Schwab S&P 500 Index-Sel | Add +1.7% | 0.04% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 0.11% | −0.01 |
| C Citigroup Inc. | Add +0.8% | 2.90% | −0.04 |
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 |