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Edgar Lomax Co/Va Top Holdings and 13F Report (2026)

About Edgar Lomax Co/Va

Investment Activity

  • Edgar Lomax Co/Va has $1.40 billion in total holdings as of March 31, 2026.
  • Edgar Lomax Co/Va owns shares of 56 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 27.27% of the portfolio was purchased this quarter.
  • About 25.84% of the portfolio was sold this quarter.
  • This quarter, Edgar Lomax Co/Va has purchased 64 new stocks and bought additional shares in 28 stocks.
  • Edgar Lomax Co/Va sold shares of 21 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Target
$76,742,507
FedEx
$76,233,205
Chevron
$69,214,671
UnitedHealth Group
$51,763,596

Largest New Holdings this Quarter

882508104 - Texas Instruments
$20,870,050 Holding
855244109 - Starbucks
$19,851,352 Holding
437076102 - Home Depot
$17,816,629 Holding
925283103 - VERSANT MEDIA GROUP IN COM CL
$610,090 Holding

Largest Purchases this Quarter

U.S. Bancorp
689,350 shares (about $35.85M)
Bristol Myers Squibb
424,210 shares (about $25.73M)
Chevron
118,380 shares (about $24.49M)
Pfizer
856,970 shares (about $24.06M)
NextEra Energy
252,890 shares (about $23.49M)

Largest Sales this Quarter

CocaCola
380,795 shares (about $28.96M)
Verizon Communications
538,770 shares (about $27.05M)
Merck & Co., Inc.
205,645 shares (about $24.74M)
Morgan Stanley
146,335 shares (about $24.08M)
Citigroup
162,860 shares (about $18.47M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEdgar Lomax Co/Va

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Target Corporation stock logo
TGT
Target
$76,742,507$4,312,781 â–²6.0%633,1895.5%Retail/Wholesale
FedEx Corporation stock logo
FDX
FedEx
$76,233,205$8,355,983 â–²12.3%214,0305.4%Transportation
Chevron Corporation stock logo
CVX
Chevron
$69,214,671$24,492,822 â–²54.8%334,5324.9%Energy
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$57,969,989$14,610,299 â–²33.7%1,005,7254.1%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$51,763,596$8,834,493 â–²20.6%191,2993.7%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$51,420,247$14,129,867 â–¼-21.6%715,9603.7%Medical
Duke Energy Corporation stock logo
DUK
Duke Energy
$49,218,513$12,927,052 â–²35.6%375,8863.5%Utilities
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$47,778,292$6,523,427 â–²15.8%281,6123.4%Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$45,211,662$23,488,423 â–²108.1%486,7753.2%Utilities
Southern Company (The) stock logo
SO
Southern
$43,247,716$20,015,835 â–²86.2%448,0703.1%Utilities
General Dynamics Corporation stock logo
GD
General Dynamics
$42,464,551$5,577,325 â–²15.1%123,7243.0%Aerospace
AT&T Inc. stock logo
T
AT&T
$41,577,835$7,255,037 â–¼-14.9%1,434,2133.0%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$40,695,558$24,063,718 â–²144.7%1,449,2722.9%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$39,957,515$35,853,094 â–²873.5%768,2662.9%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$38,350,987$19,666,228 â–²105.3%265,5152.7%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$32,643,740$9,398,718 â–¼-22.4%133,5452.3%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$29,683,323$25,728,337 â–²650.5%489,4202.1%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$29,437,368$17,101,686 â–²138.6%1,025,3352.1%Consumer Discretionary
CocaCola Company (The) stock logo
KO
CocaCola
$25,717,828$28,959,459 â–¼-53.0%338,1701.8%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$24,664,860$3,569,280 â–²16.9%186,8551.8%Energy
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$22,697,866$1,740,643 â–¼-7.1%37,5551.6%Aerospace
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$21,839,976$2,038,286 â–¼-8.5%156,7051.6%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$21,448,821$3,794,577 â–²21.5%88,4051.5%Transportation
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$21,015,338$2,270,087 â–²12.1%223,6151.5%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$20,870,050$20,870,050 â–²New Holding107,5001.5%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$20,731,706$24,082,351 â–¼-53.7%125,9751.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$20,396,172$1,693,773 â–¼-7.7%69,3371.5%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$20,200,900$16,323,309 â–²421.0%130,0851.4%Consumer Staples
Starbucks Corporation stock logo
SBUX
Starbucks
$19,851,352$19,851,352 â–²New Holding221,5801.4%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$19,806,637$138,694 â–¼-0.7%406,2901.4%Finance
American International Group, Inc. stock logo
AIG
American International Group
$19,655,300$2,111,139 â–²12.0%261,2001.4%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$19,089,284$8,119,424 â–²74.0%239,7851.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$18,386,326$24,737,036 â–¼-57.4%152,8501.3%Medical
American Tower Corporation stock logo
AMT
American Tower
$18,384,947$14,840,154 â–²418.6%106,5301.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$17,926,695$7,187,927 â–²66.9%174,6051.3%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$17,816,629$17,816,629 â–²New Holding54,1721.3%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$17,254,020$17,225,520 â–¼-50.0%49,0381.2%Medical
MetLife, Inc. stock logo
MET
MetLife
$16,707,246$1,190,571 â–²7.7%236,2451.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$15,247,789$10,713,557 â–²236.3%70,1081.1%Medical
Accenture PLC stock logo
ACN
Accenture
$15,085,903$282,563 â–²1.9%76,0801.1%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$14,881,704$7,222,711 â–¼-32.7%171,7451.1%Medical
NIKE, Inc. stock logo
NKE
NIKE
$12,701,097$1,170,227 â–²10.1%240,4600.9%Consumer Discretionary
BANK NEW YORK MELLON COM
$11,887,201$3,070,145 â–¼-20.5%100,2040.8%COM
Citigroup Inc. stock logo
C
Citigroup
$11,321,720$18,469,952 â–¼-62.0%99,8300.8%Financial Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$11,236,439$3,111,551 â–¼-21.7%13,2820.8%Finance
General Motors Company stock logo
GM
General Motors
$10,645,305$2,895,815 â–¼-21.4%142,8900.8%Auto/Tires/Trucks
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$7,555,652$27,046,253 â–¼-78.2%150,5110.5%Computer and Technology
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$6,162,019$2,426,755 â–¼-28.3%33,0350.4%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$6,087,262$9,707,646 â–¼-61.5%61,8750.4%Transportation
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,379,251$1,438,565 â–¼-24.7%20,7400.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$2,417,8740.0%36,6400.2%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,048,5710.0%3,1500.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.1%Finance
SCHWAB CAP TR S&P 500IDX SEL
$697,579$111,855 â–¼-13.8%41,5970.0%ETF
VERSANT MEDIA GROUP IN COM CL
$610,090$610,090 â–²New Holding16,4800.0%COM
HONDA MOTOR CO LTD
$120,936$31,617 â–²35.4%15,3000.0%COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$37,242,310 â–¼-100.0%00.0%Computer and Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$0$24,402,017 â–¼-100.0%00.0%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$0$23,616,030 â–¼-100.0%00.0%Retail/Wholesale
3M Company stock logo
MMM
3M
$0$22,339,553 â–¼-100.0%00.0%Multi-Sector Conglomerates
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$18,505,044 â–¼-100.0%00.0%Computer and Technology
American Express Company stock logo
AXP
American Express
$0$12,006,727 â–¼-100.0%00.0%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$6,599,462 â–¼-100.0%00.0%Industrials
Ford Motor Company stock logo
F
Ford Motor
$0$5,009,478 â–¼-100.0%00.0%Auto/Tires/Trucks
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$0$2,958,379 â–¼-100.0%00.0%Consumer Staples
Dow Inc. stock logo
DOW
DOW
$0$2,185,679 â–¼-100.0%00.0%Basic Materials
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$324,350 â–¼-100.0%00.0%Computer and Technology
HSBC Holdings plc stock logo
HSBC
HSBC
$0$202,799 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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