Edgar Lomax Co.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Edgar Lomax Co. reported 58 stock positions worth $1.6 billion. Its top holding was CVS Health (CVS) at 5.3% of the portfolio, followed by Verizon Communications (VZ, 4.9%) and Intl Business Machines (IBM, 4.3%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 52. The biggest buy was a new position in HSBC Holdings PLC-Spons ADR (HSBC) and the biggest sale Merck (MRK, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTOWNE, VA
- CIK
- 0001013538
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001013538-25-000006 ↗ filed Aug 12, 2025
Holdings Value
Holdings 58 stocks · $1.6B
| CVS CVS Health Corp. | 5.27% | 1,206,825 | $83.2M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 4.86% | 1,776,446 | $76.9M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 4.33% | 232,232 | $68.5M | Reduce -1.6% |
| MDLZ Mondelez International Inc. Class A | 4.27% | 1,000,335 | $67.5M | Reduce -1.6% |
| KO The Coca-Cola Co. | 4.25% | 950,325 | $67.2M | Reduce -1.6% |
| JNJ Johnson & Johnson | 4.24% | 439,125 | $67.1M | Reduce -1.6% |
| T AT&T Inc. | 4.07% | 2,225,308 | $64.4M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 3.63% | 724,605 | $57.4M | Reduce -1.6% |
| FDX FedEx Corp. | 3.63% | 252,175 | $57.3M | Reduce -1.6% |
| C Citigroup Inc. | 3.46% | 642,320 | $54.7M | Reduce -1.6% |
| TGT Target Corp. | 3.25% | 520,075 | $51.3M | Reduce -1.6% |
| MS Morgan Stanley | 3.20% | 359,675 | $50.7M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 2.80% | 638,863 | $44.3M | Reduce -1.6% |
| DUK Duke Energy Corp. | 2.74% | 366,916 | $43.3M | Reduce -1.6% |
| GD General Dynamics Corp. | 2.63% | 142,819 | $41.7M | Reduce -1.6% |
| CVX Chevron Corp. | 2.49% | 275,032 | $39.4M | Reduce -1.8% |
| AMGN Amgen Inc. | 2.30% | 130,270 | $36.4M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 2.17% | 317,887 | $34.3M | Reduce -1.6% |
| MCD McDonald's Corp. | 1.89% | 102,025 | $29.8M | Reduce -1.6% |
| MDT Medtronic PLC | 1.86% | 337,085 | $29.4M | Reduce -1.6% |
| SO The Southern Co. | 1.85% | 318,655 | $29.3M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 1.82% | 99,190 | $28.8M | Reduce -1.6% |
| COF Capital One Financial Corp. | 1.79% | 133,060 | $28.3M | Reduce -1.6% |
| MMM 3M Co. | 1.77% | 184,260 | $28.1M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 1.74% | 173,150 | $27.6M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.62% | 540,525 | $25.6M | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 1.60% | 227,655 | $25.2M | Reduce -1.6% |
| MET Metlife Inc. | 1.48% | 290,000 | $23.3M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 1.44% | 142,970 | $22.8M | Reduce -1.6% |
| UNP Union Pacific Corp. | 1.40% | 96,060 | $22.1M | Reduce -1.6% |
| UPS United Parcel Service Class B | 1.36% | 213,425 | $21.5M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 1.36% | 309,760 | $21.5M | Reduce -1.6% |
| NKE Nike Inc. Class B | 1.30% | 290,260 | $20.6M | Reduce -1.6% |
| CMCSA Comcast Corp. Class A | 1.29% | 571,120 | $20.4M | Reduce -1.6% |
| PFE Pfizer Inc. | 1.22% | 792,480 | $19.2M | Reduce -1.6% |
| COP Conocophillips | 1.12% | 197,275 | $17.7M | Reduce -2.0% |
| GS Goldman Sachs Group Inc. | 1.00% | 22,410 | $15.9M | Reduce -1.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.96% | 166,609 | $15.2M | Reduce -1.6% |
| WFC Wells Fargo & Co. | 0.92% | 182,120 | $14.6M | Reduce -1.6% |
| AXP American Express Co. | 0.87% | 43,045 | $13.7M | Reduce -1.6% |
| GM General Motors Co. | 0.75% | 240,045 | $11.8M | Reduce -1.6% |
| SPG Simon Property Group Inc. | 0.62% | 60,915 | $9.8M | Reduce -1.6% |
| AMT American Tower Corp. | 0.38% | 27,160 | $6.0M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.37% | 15,180 | $5.9M | Reduce -1.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.35% | 504,285 | $5.5M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.32% | 27,618 | $5.1M | Reduce -1.6% |
| USB US Bancorp | 0.30% | 104,326 | $4.7M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.27% | 32,895 | $4.3M | Reduce -1.6% |
| KHC The Kraft Heinz Co. | 0.26% | 162,180 | $4.2M | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 0.26% | 20,757 | $4.1M | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 86,590 | $4.0M | Reduce -1.6% |
| DOW Dow Inc. | 0.21% | 124,330 | $3.3M | Reduce -1.6% |
| MO Altria Group Inc. | 0.17% | 45,340 | $2.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 3,278 | $2.0M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $729K | No change |
| SWPPX Schwab S&P 500 Index-Sel | 0.04% | 7,422 | $711K | Add +2.3% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 12,845 | $155K | New |
| HONDA MOTOR CO LTD | 0.01% | 11,300 | $109K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MRK Merck & Co. Inc. | Reduce -1.6% | 3.63% | −0.51 |
| CVX Chevron Corp. | Reduce -1.8% | 2.49% | −0.44 |
| JNJ Johnson & Johnson | Reduce -1.6% | 4.24% | −0.39 |
| FDX FedEx Corp. | Reduce -1.6% | 3.63% | −0.28 |
| AMGN Amgen Inc. | Reduce -1.6% | 2.30% | −0.28 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 4.86% | −0.26 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 2.17% | −0.24 |
| TGT Target Corp. | Reduce -1.6% | 3.25% | −0.20 |
| COP Conocophillips | Reduce -2.0% | 1.12% | −0.20 |
| MCD McDonald's Corp. | Reduce -1.6% | 1.89% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 1.74% | −0.13 |
| UPS United Parcel Service Class B | Reduce -1.6% | 1.36% | −0.13 |
| DUK Duke Energy Corp. | Reduce -1.6% | 2.74% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.6% | 0.25% | −0.08 |
| KO The Coca-Cola Co. | Reduce -1.6% | 4.25% | −0.07 |
| DOW Dow Inc. | Reduce -1.6% | 0.21% | −0.07 |
| MDT Medtronic PLC | Reduce -1.6% | 1.86% | −0.07 |
| PFE Pfizer Inc. | Reduce -1.6% | 1.22% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -1.6% | 1.29% | −0.05 |
| KHC The Kraft Heinz Co. | Reduce -1.6% | 0.26% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.6% | 4.27% | −0.05 |
| UNP Union Pacific Corp. | Reduce -1.6% | 1.40% | −0.04 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.32% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.27% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 1.36% | −0.04 |
| GILD Gilead Sciences Inc. | Reduce -1.6% | 1.60% | −0.02 |
| SPG Simon Property Group Inc. | Reduce -1.6% | 0.62% | −0.02 |
| SO The Southern Co. | Reduce -1.6% | 1.85% | −0.01 |
| HSBC Holdings PLC | Sold out | 0.00% | −0.01 |
| MET Metlife Inc. | Reduce -1.6% | 1.48% | −0.00 |
| AMT American Tower Corp. | Reduce -1.4% | 0.38% | +0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.2% | 0.26% | +0.01 |
| USB US Bancorp | Reduce -1.6% | 0.30% | +0.02 |
| F Ford Motor Co. | Reduce -1.6% | 0.35% | +0.02 |
| GM General Motors Co. | Reduce -1.6% | 0.75% | +0.03 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 1.44% | +0.04 |
| CAT Caterpillar Inc. | Reduce -1.4% | 0.37% | +0.06 |
| MMM 3M Co. | Reduce -1.6% | 1.77% | +0.06 |
| CVS CVS Health Corp. | Reduce -1.6% | 5.27% | +0.07 |
| BNY Bank of New York Mellon Corp. | Reduce -1.6% | 0.96% | +0.07 |
| T AT&T Inc. | Reduce -1.6% | 4.07% | +0.07 |
| WFC Wells Fargo & Co. | Reduce -1.6% | 0.92% | +0.09 |
| AXP American Express Co. | Reduce -1.6% | 0.87% | +0.13 |
| NKE Nike Inc. Class B | Reduce -1.6% | 1.30% | +0.13 |
| GD General Dynamics Corp. | Reduce -1.6% | 2.63% | +0.16 |
| BAC Bank of America Corp. | Reduce -1.6% | 1.62% | +0.18 |
| GS Goldman Sachs Group Inc. | Reduce -1.5% | 1.00% | +0.23 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 1.82% | +0.27 |
| COF Capital One Financial Corp. | Reduce -1.6% | 1.79% | +0.28 |
| CSCO Cisco Systems Inc. | Reduce -1.6% | 2.80% | +0.30 |
Portfolio Buys Q1 2025 → Q2 2025
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 |