Edgar Lomax Co.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Edgar Lomax Co. reported 58 stock positions worth $1.3 billion. Its top holding was CVS Health (CVS) at 5.5% of the portfolio, followed by Johnson & Johnson (JNJ, 4.9%) and Verizon Communications (VZ, 4.7%). Compared with Q2 2025, it added to 1 and reduced 53. The biggest buy was Schwab S&P 500 Index-Sel (SWPPX, shares +9%) and the biggest sale Mondelez International Class A (MDLZ, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTOWNE, VA
- CIK
- 0001013538
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001013538-25-000010 ↗ filed Nov 12, 2025
Holdings Value
Holdings 58 stocks · $1.3B
| CVS CVS Health Corp. | 5.51% | 933,565 | $70.4M | Reduce -22.6% |
| JNJ Johnson & Johnson | 4.91% | 338,120 | $62.7M | Reduce -23.0% |
| VZ Verizon Communications Inc. | 4.73% | 1,373,821 | $60.4M | Reduce -22.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.97% | 179,777 | $50.7M | Reduce -22.6% |
| C Citigroup Inc. | 3.95% | 497,375 | $50.5M | Reduce -22.6% |
| KO The Coca-Cola Co. | 3.82% | 735,335 | $48.8M | Reduce -22.6% |
| T AT&T Inc. | 3.81% | 1,722,778 | $48.7M | Reduce -22.6% |
| MDLZ Mondelez International Inc. Class A | 3.79% | 774,220 | $48.4M | Reduce -22.6% |
| MRK Merck & Co. Inc. | 3.68% | 560,200 | $47.0M | Reduce -22.7% |
| FDX FedEx Corp. | 3.60% | 194,960 | $46.0M | Reduce -22.7% |
| MS Morgan Stanley | 3.47% | 278,510 | $44.3M | Reduce -22.6% |
| GD General Dynamics Corp. | 2.94% | 109,954 | $37.5M | Reduce -23.0% |
| TGT Target Corp. | 2.83% | 402,280 | $36.1M | Reduce -22.6% |
| DUK Duke Energy Corp. | 2.75% | 283,546 | $35.1M | Reduce -22.7% |
| CVX Chevron Corp. | 2.69% | 221,587 | $34.4M | Reduce -19.4% |
| CSCO Cisco Systems Inc. | 2.65% | 494,468 | $33.8M | Reduce -22.6% |
| AMGN Amgen Inc. | 2.22% | 100,310 | $28.3M | Reduce -23.0% |
| XOM Exxon Mobil Corp. | 2.20% | 248,832 | $28.1M | Reduce -21.7% |
| MDT Medtronic PLC | 1.95% | 260,930 | $24.9M | Reduce -22.6% |
| JPM JPMorgan Chase & Co. | 1.90% | 76,845 | $24.2M | Reduce -22.5% |
| MCD McDonald's Corp. | 1.88% | 79,030 | $24.0M | Reduce -22.5% |
| SO The Southern Co. | 1.83% | 246,205 | $23.3M | Reduce -22.7% |
| MMM 3M Co. | 1.73% | 142,725 | $22.1M | Reduce -22.5% |
| COF Capital One Financial Corp. | 1.71% | 103,000 | $21.9M | Reduce -22.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.69% | 418,375 | $21.6M | Reduce -22.6% |
| PG The Procter & Gamble Co. | 1.60% | 133,270 | $20.5M | Reduce -23.0% |
| GILD Gilead Sciences Inc. | 1.52% | 175,300 | $19.5M | Reduce -23.0% |
| MET Metlife Inc. | 1.45% | 224,415 | $18.5M | Reduce -22.6% |
| QCOM Qualcomm Inc. | 1.44% | 110,655 | $18.4M | Reduce -22.6% |
| NEE Nextera Energy Inc. | 1.41% | 239,265 | $18.1M | Reduce -22.8% |
| UNP Union Pacific Corp. | 1.38% | 74,415 | $17.6M | Reduce -22.5% |
| NKE Nike Inc. Class B | 1.23% | 224,675 | $15.7M | Reduce -22.6% |
| COP Conocophillips | 1.22% | 164,910 | $15.6M | Reduce -16.4% |
| PFE Pfizer Inc. | 1.22% | 610,007 | $15.5M | Reduce -23.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.10% | 128,934 | $14.0M | Reduce -22.6% |
| CMCSA Comcast Corp. Class A | 1.09% | 442,205 | $13.9M | Reduce -22.6% |
| GS Goldman Sachs Group Inc. | 1.08% | 17,350 | $13.8M | Reduce -22.6% |
| UPS United Parcel Service Class B | 1.08% | 165,225 | $13.8M | Reduce -22.6% |
| WFC Wells Fargo & Co. | 0.93% | 140,985 | $11.8M | Reduce -22.6% |
| GM General Motors Co. | 0.89% | 185,885 | $11.3M | Reduce -22.6% |
| AXP American Express Co. | 0.86% | 33,225 | $11.0M | Reduce -22.8% |
| SPG Simon Property Group Inc. | 0.69% | 47,085 | $8.8M | Reduce -22.7% |
| CAT Caterpillar Inc. | 0.44% | 11,750 | $5.6M | Reduce -22.6% |
| ABBV Abbvie Inc. | 0.39% | 21,353 | $4.9M | Reduce -22.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.37% | 390,500 | $4.7M | Reduce -22.6% |
| IVE iShares S&P 500 Value ETF | 0.34% | 20,744 | $4.3M | Reduce -0.1% |
| AMT American Tower Corp. | 0.32% | 21,045 | $4.0M | Reduce -22.5% |
| USB US Bancorp | 0.31% | 80,726 | $3.9M | Reduce -22.6% |
| PEP Pepsico Inc. | 0.28% | 25,580 | $3.6M | Reduce -22.2% |
| KHC The Kraft Heinz Co. | 0.26% | 125,555 | $3.3M | Reduce -22.6% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 66,750 | $3.0M | Reduce -22.9% |
| MO Altria Group Inc. | 0.19% | 36,640 | $2.4M | Reduce -19.2% |
| DOW Dow Inc. | 0.17% | 96,225 | $2.2M | Reduce -22.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 3,278 | $2.2M | No change |
| SWPPX Schwab S&P 500 Index-Sel | 0.07% | 48,740 | $842K | Add +9.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $754K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 12,845 | $181K | No change |
| HONDA MOTOR CO LTD | 0.01% | 11,300 | $117K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MDLZ Mondelez International Inc. Class A | Reduce -22.6% | 3.79% | −0.48 |
| KO The Coca-Cola Co. | Reduce -22.6% | 3.82% | −0.43 |
| TGT Target Corp. | Reduce -22.6% | 2.83% | −0.42 |
| IBM Intl Business Machines Corp. | Reduce -22.6% | 3.97% | −0.36 |
| UPS United Parcel Service Class B | Reduce -22.6% | 1.08% | −0.28 |
| T AT&T Inc. | Reduce -22.6% | 3.81% | −0.26 |
| CMCSA Comcast Corp. Class A | Reduce -22.6% | 1.09% | −0.20 |
| CSCO Cisco Systems Inc. | Reduce -22.6% | 2.65% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -23.0% | 1.60% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -22.7% | 4.73% | −0.13 |
| AMGN Amgen Inc. | Reduce -23.0% | 2.22% | −0.08 |
| NKE Nike Inc. Class B | Reduce -22.6% | 1.23% | −0.08 |
| COF Capital One Financial Corp. | Reduce -22.6% | 1.71% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -23.0% | 1.52% | −0.07 |
| AMT American Tower Corp. | Reduce -22.5% | 0.32% | −0.06 |
| MMM 3M Co. | Reduce -22.5% | 1.73% | −0.04 |
| DOW Dow Inc. | Reduce -22.6% | 0.17% | −0.04 |
| MET Metlife Inc. | Reduce -22.6% | 1.45% | −0.03 |
| FDX FedEx Corp. | Reduce -22.7% | 3.60% | −0.03 |
| SO The Southern Co. | Reduce -22.7% | 1.83% | −0.02 |
| UNP Union Pacific Corp. | Reduce -22.5% | 1.38% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -22.9% | 0.24% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -22.6% | 0.26% | −0.01 |
| MCD McDonald's Corp. | Reduce -22.5% | 1.88% | −0.00 |
| AXP American Express Co. | Reduce -22.8% | 0.86% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -22.6% | 1.44% | +0.00 |
| PFE Pfizer Inc. | Reduce -23.0% | 1.22% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -22.6% | 0.93% | +0.00 |
| PEP Pepsico Inc. | Reduce -22.2% | 0.28% | +0.01 |
| USB US Bancorp | Reduce -22.6% | 0.31% | +0.01 |
| DUK Duke Energy Corp. | Reduce -22.7% | 2.75% | +0.01 |
| F Ford Motor Co. | Reduce -22.6% | 0.37% | +0.02 |
| MO Altria Group Inc. | Reduce -19.2% | 0.19% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -21.7% | 2.20% | +0.03 |
| MRK Merck & Co. Inc. | Reduce -22.7% | 3.68% | +0.05 |
| NEE Nextera Energy Inc. | Reduce -22.8% | 1.41% | +0.05 |
| ABBV Abbvie Inc. | Reduce -22.7% | 0.39% | +0.06 |
| CAT Caterpillar Inc. | Reduce -22.6% | 0.44% | +0.07 |
| BAC Bank of America Corp. | Reduce -22.6% | 1.69% | +0.07 |
| SPG Simon Property Group Inc. | Reduce -22.7% | 0.69% | +0.07 |
| GS Goldman Sachs Group Inc. | Reduce -22.6% | 1.08% | +0.08 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 0.34% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce -22.5% | 1.90% | +0.08 |
| MDT Medtronic PLC | Reduce -22.6% | 1.95% | +0.09 |
| COP Conocophillips | Reduce -16.4% | 1.22% | +0.10 |
| BNY Bank of New York Mellon Corp. | Reduce -22.6% | 1.10% | +0.14 |
| GM General Motors Co. | Reduce -22.6% | 0.89% | +0.14 |
| CVX Chevron Corp. | Reduce -19.4% | 2.69% | +0.20 |
| CVS CVS Health Corp. | Reduce -22.6% | 5.51% | +0.25 |
| MS Morgan Stanley | Reduce -22.6% | 3.47% | +0.26 |
Portfolio Buys Q2 2025 → Q3 2025
| SWPPX Schwab S&P 500 Index-Sel | Add +9.4% | 0.07% | +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 |