Edgar Lomax Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Edgar Lomax Co. reported 64 stock positions worth $1.3 billion. Its top holding was CVS Health (CVS) at 5.5% of the portfolio, followed by Target (TGT, 4.4%) and FedEx (FDX, 4.2%). Compared with Q3 2025, it opened 6 new positions, added to 2 and reduced 52. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale Intl Business Machines (IBM, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTOWNE, VA
- CIK
- 0001013538
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0001013538-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 64 stocks · $1.3B
| CVS CVS Health Corp. | 5.50% | 912,700 | $72.4M | Reduce -2.2% |
| TGT Target Corp. | 4.44% | 597,605 | $58.4M | Add +48.5% |
| FDX FedEx Corp. | 4.18% | 190,570 | $55.0M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 3.98% | 158,650 | $52.4M | New |
| KO The Coca-Cola Co. | 3.82% | 718,965 | $50.3M | Reduce -2.2% |
| MS Morgan Stanley | 3.67% | 272,310 | $48.3M | Reduce -2.2% |
| T AT&T Inc. | 3.18% | 1,684,473 | $41.8M | Reduce -2.2% |
| MDLZ Mondelez International Inc. Class A | 3.08% | 752,250 | $40.5M | Reduce -2.8% |
| MRK Merck & Co. Inc. | 2.87% | 358,495 | $37.7M | Reduce -36.0% |
| CSCO Cisco Systems Inc. | 2.83% | 483,478 | $37.2M | Reduce -2.2% |
| GD General Dynamics Corp. | 2.75% | 107,474 | $36.2M | Reduce -2.3% |
| JNJ Johnson & Johnson | 2.70% | 171,995 | $35.6M | Reduce -49.1% |
| CVX Chevron Corp. | 2.50% | 216,152 | $32.9M | Reduce -2.5% |
| DUK Duke Energy Corp. | 2.47% | 277,161 | $32.5M | Reduce -2.3% |
| AMGN Amgen Inc. | 2.44% | 97,995 | $32.1M | Reduce -2.3% |
| C Citigroup Inc. | 2.33% | 262,690 | $30.7M | Reduce -47.2% |
| XOM Exxon Mobil Corp. | 2.22% | 243,162 | $29.3M | Reduce -2.3% |
| VZ Verizon Communications Inc. | 2.13% | 689,281 | $28.1M | Reduce -49.8% |
| MDT Medtronic PLC | 1.86% | 255,100 | $24.5M | Reduce -2.2% |
| COF Capital One Financial Corp. | 1.85% | 100,685 | $24.4M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 1.84% | 75,095 | $24.2M | Reduce -2.3% |
| MCD McDonald's Corp. | 1.79% | 77,270 | $23.6M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.71% | 409,135 | $22.5M | Reduce -2.2% |
| MMM 3M Co. | 1.70% | 139,535 | $22.3M | Reduce -2.2% |
| GILD Gilead Sciences Inc. | 1.60% | 171,330 | $21.0M | Reduce -2.3% |
| SO The Southern Co. | 1.59% | 240,695 | $21.0M | Reduce -2.2% |
| ACN Accenture PLC Class A | 1.52% | 74,655 | $20.0M | New |
| AIG American International Group | 1.52% | 233,145 | $19.9M | New |
| SCHW Schwab (charles) Corp. | 1.51% | 199,460 | $19.9M | New |
| LMT Lockheed Martin Corp. | 1.49% | 40,435 | $19.6M | New |
| NEE Nextera Energy Inc. | 1.43% | 233,885 | $18.8M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 1.41% | 129,360 | $18.5M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 1.41% | 108,185 | $18.5M | Reduce -2.2% |
| MET Metlife Inc. | 1.32% | 219,410 | $17.3M | Reduce -2.2% |
| UNP Union Pacific Corp. | 1.28% | 72,765 | $16.8M | Reduce -2.2% |
| UPS United Parcel Service Class B | 1.21% | 160,550 | $15.9M | Reduce -2.8% |
| COP Conocophillips | 1.14% | 159,815 | $15.0M | Reduce -3.1% |
| GS Goldman Sachs Group Inc. | 1.13% | 16,960 | $14.9M | Reduce -2.3% |
| GM General Motors Co. | 1.12% | 181,760 | $14.8M | Reduce -2.2% |
| PFE Pfizer Inc. | 1.12% | 592,302 | $14.7M | Reduce -2.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.11% | 126,084 | $14.6M | Reduce -2.2% |
| NKE Nike Inc. Class B | 1.06% | 218,305 | $13.9M | Reduce -2.8% |
| ABT Abbott Laboratories | 1.00% | 104,595 | $13.1M | New |
| CMCSA Comcast Corp. Class A | 0.98% | 429,665 | $12.8M | Reduce -2.8% |
| WFC Wells Fargo & Co. | 0.98% | 137,795 | $12.8M | Reduce -2.3% |
| AXP American Express Co. | 0.91% | 32,455 | $12.0M | Reduce -2.3% |
| SPG Simon Property Group Inc. | 0.65% | 46,045 | $8.5M | Reduce -2.2% |
| CAT Caterpillar Inc. | 0.50% | 11,520 | $6.6M | Reduce -2.0% |
| IVE iShares S&P 500 Value ETF | 0.44% | 27,553 | $5.8M | Add +32.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.38% | 381,820 | $5.0M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.36% | 20,848 | $4.8M | Reduce -2.4% |
| USB US Bancorp | 0.32% | 78,916 | $4.2M | Reduce -2.2% |
| AMT American Tower Corp. | 0.27% | 20,540 | $3.6M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.27% | 24,970 | $3.6M | Reduce -2.4% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 65,210 | $3.5M | Reduce -2.3% |
| KHC The Kraft Heinz Co. | 0.22% | 121,995 | $3.0M | Reduce -2.8% |
| DOW Dow Inc. | 0.17% | 93,485 | $2.2M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 3,150 | $2.1M | Reduce -3.9% |
| MO Altria Group Inc. | 0.16% | 36,640 | $2.1M | No change |
| SWPPX Schwab S&P 500 Index-Sel | 0.06% | 48,267 | $847K | Reduce -1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $755K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 1,095 | $324K | Reduce -99.4% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.02% | 12,845 | $203K | No change |
| HONDA MOTOR CO LTD | 0.01% | 11,300 | $111K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| IBM Intl Business Machines Corp. | Reduce -99.4% | 0.02% | −3.95 |
| VZ Verizon Communications Inc. | Reduce -49.8% | 2.13% | −2.60 |
| JNJ Johnson & Johnson | Reduce -49.1% | 2.70% | −2.21 |
| C Citigroup Inc. | Reduce -47.2% | 2.33% | −1.62 |
| MRK Merck & Co. Inc. | Reduce -36.0% | 2.87% | −0.82 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.8% | 3.08% | −0.71 |
| T AT&T Inc. | Reduce -2.2% | 3.18% | −0.63 |
| DUK Duke Energy Corp. | Reduce -2.3% | 2.47% | −0.28 |
| SO The Southern Co. | Reduce -2.2% | 1.59% | −0.23 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 1.41% | −0.20 |
| CVX Chevron Corp. | Reduce -2.5% | 2.50% | −0.19 |
| GD General Dynamics Corp. | Reduce -2.3% | 2.75% | −0.19 |
| NKE Nike Inc. Class B | Reduce -2.8% | 1.06% | −0.17 |
| MET Metlife Inc. | Reduce -2.2% | 1.32% | −0.13 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.98% | −0.11 |
| UNP Union Pacific Corp. | Reduce -2.2% | 1.28% | −0.10 |
| PFE Pfizer Inc. | Reduce -2.9% | 1.12% | −0.10 |
| MCD McDonald's Corp. | Reduce -2.2% | 1.79% | −0.09 |
| COP Conocophillips | Reduce -3.1% | 1.14% | −0.09 |
| MDT Medtronic PLC | Reduce -2.2% | 1.86% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 1.84% | −0.06 |
| SPG Simon Property Group Inc. | Reduce -2.2% | 0.65% | −0.04 |
| AMT American Tower Corp. | Reduce -2.4% | 0.27% | −0.04 |
| MMM 3M Co. | Reduce -2.2% | 1.70% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -2.2% | 1.41% | −0.04 |
| KHC The Kraft Heinz Co. | Reduce -2.8% | 0.22% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.4% | 0.36% | −0.03 |
| CVS CVS Health Corp. | Reduce -2.2% | 5.50% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.27% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 0.16% | −0.01 |
| DOW Dow Inc. | Reduce -2.9% | 0.17% | −0.01 |
| SWPPX Schwab S&P 500 Index-Sel | Reduce -1.0% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Reduce -2.2% | 3.82% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -2.2% | 1.11% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -2.3% | 1.43% | +0.01 |
| USB US Bancorp | Reduce -2.2% | 0.32% | +0.01 |
| F Ford Motor Co. | Reduce -2.2% | 0.38% | +0.01 |
| BAC Bank of America Corp. | Reduce -2.2% | 1.71% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 2.22% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.3% | 0.27% | +0.03 |
| AXP American Express Co. | Reduce -2.3% | 0.91% | +0.05 |
| WFC Wells Fargo & Co. | Reduce -2.3% | 0.98% | +0.05 |
| GS Goldman Sachs Group Inc. | Reduce -2.3% | 1.13% | +0.05 |
| CAT Caterpillar Inc. | Reduce -2.0% | 0.50% | +0.06 |
| GILD Gilead Sciences Inc. | Reduce -2.3% | 1.60% | +0.07 |
| UPS United Parcel Service Class B | Reduce -2.8% | 1.21% | +0.13 |
| COF Capital One Financial Corp. | Reduce -2.3% | 1.85% | +0.14 |
| CSCO Cisco Systems Inc. | Reduce -2.2% | 2.83% | +0.18 |
| MS Morgan Stanley | Reduce -2.2% | 3.67% | +0.21 |
| AMGN Amgen Inc. | Reduce -2.3% | 2.44% | +0.22 |
Portfolio Buys Q3 2025 → Q4 2025
| UNH Unitedhealth Group Inc. | New | 3.98% | +3.98 |
| TGT Target Corp. | Add +48.5% | 4.44% | +1.61 |
| ACN Accenture PLC Class A | New | 1.52% | +1.52 |
| AIG American International Group | New | 1.52% | +1.52 |
| SCHW Schwab (charles) Corp. | New | 1.51% | +1.51 |
| LMT Lockheed Martin Corp. | New | 1.49% | +1.49 |
| ABT Abbott Laboratories | New | 1.00% | +1.00 |
| IVE iShares S&P 500 Value ETF | Add +32.8% | 0.44% | +0.11 |
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 |