Edgar Lomax Co.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Edgar Lomax Co. reported 56 stock positions worth $1.4 billion. Its top holding was Target (TGT) at 5.5% of the portfolio, followed by FedEx (FDX, 5.4%) and Chevron (CVX, 4.9%). Compared with Q4 2025, it opened 3 new positions, sold out of 12, added to 28 and reduced 22. The biggest buy was US Bancorp (USB, shares +874%) and the biggest sale an exit from Cisco Systems (CSCO).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTOWNE, VA
- CIK
- 0001013538
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001013538-26-000004 ↗ filed May 12, 2026
Holdings Value
Holdings 56 stocks · $1.4B
| TGT Target Corp. | 5.47% | 633,189 | $76.7M | Add +6.0% |
| FDX FedEx Corp. | 5.44% | 214,030 | $76.2M | Add +12.3% |
| CVX Chevron Corp. | 4.94% | 334,532 | $69.2M | Add +54.8% |
| MDLZ Mondelez International Inc. Class A | 4.14% | 1,005,725 | $58.0M | Add +33.7% |
| UNH Unitedhealth Group Inc. | 3.69% | 191,299 | $51.8M | Add +20.6% |
| CVS CVS Health Corp. | 3.67% | 715,960 | $51.4M | Reduce -21.6% |
| DUK Duke Energy Corp. | 3.51% | 375,886 | $49.2M | Add +35.6% |
| XOM Exxon Mobil Corp. | 3.41% | 281,612 | $47.8M | Add +15.8% |
| NEE Nextera Energy Inc. | 3.23% | 486,775 | $45.2M | Add +108.1% |
| SO The Southern Co. | 3.08% | 448,070 | $43.2M | Add +86.2% |
| GD General Dynamics Corp. | 3.03% | 123,724 | $42.5M | Add +15.1% |
| T AT&T Inc. | 2.97% | 1,434,213 | $41.6M | Reduce -14.9% |
| PFE Pfizer Inc. | 2.90% | 1,449,272 | $40.7M | Add +144.7% |
| USB US Bancorp | 2.85% | 768,266 | $40.0M | Add +873.5% |
| PG The Procter & Gamble Co. | 2.74% | 265,515 | $38.4M | Add +105.3% |
| JNJ Johnson & Johnson | 2.33% | 133,545 | $32.6M | Reduce -22.4% |
| BMY Bristol-Myers Squibb Co. | 2.12% | 489,420 | $29.7M | Add +650.5% |
| CMCSA Comcast Corp. Class A | 2.10% | 1,025,335 | $29.4M | Add +138.6% |
| KO The Coca-Cola Co. | 1.83% | 338,170 | $25.7M | Reduce -53.0% |
| COP Conocophillips | 1.76% | 186,855 | $24.7M | Add +16.9% |
| LMT Lockheed Martin Corp. | 1.62% | 37,555 | $22.7M | Reduce -7.1% |
| GILD Gilead Sciences Inc. | 1.56% | 156,705 | $21.8M | Reduce -8.5% |
| UNP Union Pacific Corp. | 1.53% | 88,405 | $21.4M | Add +21.5% |
| SCHW Schwab (charles) Corp. | 1.50% | 223,615 | $21.0M | Add +12.1% |
| TXN Texas Instruments Inc. | 1.49% | 107,500 | $20.9M | New |
| MS Morgan Stanley | 1.48% | 125,975 | $20.7M | Reduce -53.7% |
| JPM JPMorgan Chase & Co. | 1.45% | 69,337 | $20.4M | Reduce -7.7% |
| PEP Pepsico Inc. | 1.44% | 130,085 | $20.2M | Add +421.0% |
| SBUX Starbucks Corp. | 1.42% | 221,580 | $19.9M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.41% | 406,290 | $19.8M | Reduce -0.7% |
| AIG American International Group | 1.40% | 261,200 | $19.7M | Add +12.0% |
| WFC Wells Fargo & Co. | 1.36% | 239,785 | $19.1M | Add +74.0% |
| MRK Merck & Co. Inc. | 1.31% | 152,850 | $18.4M | Reduce -57.4% |
| AMT American Tower Corp. | 1.31% | 106,530 | $18.4M | Add +418.6% |
| ABT Abbott Laboratories | 1.28% | 174,605 | $17.9M | Add +66.9% |
| HD Home Depot Inc. | 1.27% | 54,172 | $17.8M | New |
| AMGN Amgen Inc. | 1.23% | 49,038 | $17.3M | Reduce -50.0% |
| MET Metlife Inc. | 1.19% | 236,245 | $16.7M | Add +7.7% |
| ABBV Abbvie Inc. | 1.09% | 70,108 | $15.2M | Add +236.3% |
| ACN Accenture PLC Class A | 1.08% | 76,080 | $15.1M | Add +1.9% |
| MDT Medtronic PLC | 1.06% | 171,745 | $14.9M | Reduce -32.7% |
| NKE Nike Inc. Class B | 0.91% | 240,460 | $12.7M | Add +10.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.85% | 100,204 | $11.9M | Reduce -20.5% |
| C Citigroup Inc. | 0.81% | 99,830 | $11.3M | Reduce -62.0% |
| GS Goldman Sachs Group Inc. | 0.80% | 13,282 | $11.2M | Reduce -21.7% |
| GM General Motors Co. | 0.76% | 142,890 | $10.6M | Reduce -21.4% |
| VZ Verizon Communications Inc. | 0.54% | 150,511 | $7.6M | Reduce -78.2% |
| SPG Simon Property Group Inc. | 0.44% | 33,035 | $6.2M | Reduce -28.3% |
| UPS United Parcel Service Class B | 0.43% | 61,875 | $6.1M | Reduce -61.5% |
| IVE iShares S&P 500 Value ETF | 0.31% | 20,740 | $4.4M | Reduce -24.7% |
| MO Altria Group Inc. | 0.17% | 36,640 | $2.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 3,150 | $2.0M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 1 | $718K | No change |
| SWPPX Schwab S&P 500 Index-Sel | 0.05% | 41,597 | $698K | Reduce -13.8% |
| VSNT Versant Media Group Inc. | 0.04% | 16,480 | $610K | Reduce -4.1% |
| HONDA MOTOR CO LTD | 0.01% | 15,300 | $121K | Add +35.4% |
Portfolio Sells Q4 2025 → Q1 2026
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −2.83 |
| MS Morgan Stanley | Reduce -53.7% | 1.48% | −2.19 |
| KO The Coca-Cola Co. | Reduce -53.0% | 1.83% | −1.98 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −1.85 |
| CVS CVS Health Corp. | Reduce -21.6% | 3.67% | −1.83 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.79 |
| MMM 3M Co. | Sold out | 0.00% | −1.70 |
| VZ Verizon Communications Inc. | Reduce -78.2% | 0.54% | −1.59 |
| MRK Merck & Co. Inc. | Reduce -57.4% | 1.31% | −1.55 |
| C Citigroup Inc. | Reduce -62.0% | 0.81% | −1.52 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −1.41 |
| AMGN Amgen Inc. | Reduce -50.0% | 1.23% | −1.21 |
| AXP American Express Co. | Sold out | 0.00% | −0.91 |
| MDT Medtronic PLC | Reduce -32.7% | 1.06% | −0.80 |
| UPS United Parcel Service Class B | Reduce -61.5% | 0.43% | −0.78 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.50 |
| JPM JPMorgan Chase & Co. | Reduce -7.7% | 1.45% | −0.38 |
| F Ford Motor Co. | Sold out | 0.00% | −0.38 |
| JNJ Johnson & Johnson | Reduce -22.4% | 2.33% | −0.38 |
| GM General Motors Co. | Reduce -21.4% | 0.76% | −0.36 |
| GS Goldman Sachs Group Inc. | Reduce -21.7% | 0.80% | −0.33 |
| BAC Bank of America Corp. | Reduce -0.7% | 1.41% | −0.30 |
| BNY Bank of New York Mellon Corp. | Reduce -20.5% | 0.85% | −0.26 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.22 |
| T AT&T Inc. | Reduce -14.9% | 2.97% | −0.21 |
| SPG Simon Property Group Inc. | Reduce -28.3% | 0.44% | −0.21 |
| DOW Dow Inc. | Sold out | 0.00% | −0.17 |
| IVE iShares S&P 500 Value ETF | Reduce -24.7% | 0.31% | −0.13 |
| GILD Gilead Sciences Inc. | Reduce -8.5% | 1.56% | −0.04 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.02 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| SWPPX Schwab S&P 500 Index-Sel | Reduce -13.8% | 0.05% | −0.01 |
| VSNT Versant Media Group Inc. | Reduce -4.1% | 0.04% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -7.1% | 1.62% | +0.13 |
Portfolio Buys Q4 2025 → Q1 2026
| USB US Bancorp | Add +873.5% | 2.85% | +2.53 |
| CVX Chevron Corp. | Add +54.8% | 4.94% | +2.43 |
| BMY Bristol-Myers Squibb Co. | Add +650.5% | 2.12% | +1.85 |
| NEE Nextera Energy Inc. | Add +108.1% | 3.23% | +1.80 |
| PFE Pfizer Inc. | Add +144.7% | 2.90% | +1.78 |
| SO The Southern Co. | Add +86.2% | 3.08% | +1.49 |
| TXN Texas Instruments Inc. | New | 1.49% | +1.49 |
| SBUX Starbucks Corp. | New | 1.42% | +1.42 |
| PG The Procter & Gamble Co. | Add +105.3% | 2.74% | +1.33 |
| HD Home Depot Inc. | New | 1.27% | +1.27 |
| FDX FedEx Corp. | Add +12.3% | 5.44% | +1.26 |
| XOM Exxon Mobil Corp. | Add +15.8% | 3.41% | +1.19 |
| PEP Pepsico Inc. | Add +421.0% | 1.44% | +1.17 |
| CMCSA Comcast Corp. Class A | Add +138.6% | 2.10% | +1.12 |
| MDLZ Mondelez International Inc. Class A | Add +33.7% | 4.14% | +1.06 |
| DUK Duke Energy Corp. | Add +35.6% | 3.51% | +1.04 |
| AMT American Tower Corp. | Add +418.6% | 1.31% | +1.04 |
| TGT Target Corp. | Add +6.0% | 5.47% | +1.04 |
| ABBV Abbvie Inc. | Add +236.3% | 1.09% | +0.73 |
| COP Conocophillips | Add +16.9% | 1.76% | +0.62 |
| WFC Wells Fargo & Co. | Add +74.0% | 1.36% | +0.39 |
| ABT Abbott Laboratories | Add +66.9% | 1.28% | +0.28 |
| GD General Dynamics Corp. | Add +15.1% | 3.03% | +0.28 |
| UNP Union Pacific Corp. | Add +21.5% | 1.53% | +0.25 |
| HONDA MOTOR CO LTD | Add +35.4% | 0.01% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +12.1% | 1.50% | −0.01 |
| AIG American International Group | Add +12.0% | 1.40% | −0.11 |
| MET Metlife Inc. | Add +7.7% | 1.19% | −0.12 |
| NKE Nike Inc. Class B | Add +10.2% | 0.91% | −0.15 |
| UNH Unitedhealth Group Inc. | Add +20.6% | 3.69% | −0.29 |
| ACN Accenture PLC Class A | Add +1.9% | 1.08% | −0.45 |
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 |