Latest EDGAR LOMAX CO/VA Stock Portfolio
$1.40Billion | No. of Holdings #56
EDGAR LOMAX CO/VA Performance
2026 Q1+4.55%
YTD+4.55%
2025+12.49%
About EDGAR LOMAX CO/VA and 13F Hedge Fund Stock Holdings
EDGAR LOMAX CO/VA is a hedge fund based in Alexandria, VA. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, EDGAR LOMAX CO/VA reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of EDGAR LOMAX CO/VA are TGT, FDX, CVX. The fund has invested 5.5% of it's portfolio in TARGET CORP COM and 5.4% of portfolio in FEDEX CORP COM. <br><br> The fund managers got completely rid off CISCO SYS INC COM (CSCO), CAPITAL ONE FINL CORP COM (COF) and MCDONALDS CORP COM (MCD) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS COM (VZ), CITIGROUP INC COM (C) and UNITED PARCEL SERVICE CL B (UPS). EDGAR LOMAX CO/VA opened new stock positions in TEXAS INSTRS INC COM (TXN), STARBUCKS CORP COM (SBUX) and HOME DEPOT INC COM (HD). The fund showed a lot of confidence in some stocks as they added substantially to US BANCORP DEL COM NEW (USB), BRISTOL-MYERS SQUIBB (BMY) and PEPSICO INC COM (PEP).
EDGAR LOMAX CO/VA Equity Portfolio Value
Last Reported on: 12 May, 2026
$1.40Billion
as of May 12, 2026EDGAR LOMAX CO/VA Annual Return Estimates Vs S&P 500
Our best estimate is that EDGAR LOMAX CO/VA made a return of 4.55% in the last quarter. In trailing 12 months, it's portfolio return was 12.85%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| texas instrs inc com | 20,870,000 |
| starbucks corp com | 19,851,400 |
| home depot inc com | 17,816,600 |
| versant media group in com cl | 610,090 |
New stocks bought by EDGAR LOMAX CO/VA
Additions
| Ticker | % Inc. |
|---|---|
| us bancorp del com new | 873 |
| bristol-myers squibb | 650 |
| pepsico inc com | 420 |
| american tower corp ne com | 418 |
| abbvie inc. com | 236 |
| pfizer inc com | 144 |
| comcast corp new cl a | 138 |
| nextera energy inc com | 108 |
Additions to existing portfolio by EDGAR LOMAX CO/VA
Reductions
| Ticker | % Reduced |
|---|---|
| verizon communications com | -78.16 |
| citigroup inc com | -62.00 |
| united parcel service cl b | -61.46 |
| merck & co. inc. | -57.36 |
| morgan stanley | -53.74 |
| coca cola co com | -52.96 |
| amgen inc com | -49.96 |
| medtronic plc shs | -32.68 |
EDGAR LOMAX CO/VA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cisco sys inc com | -37,242,300 |
| ford mtr co | -5,009,480 |
| 3m co com | -22,339,600 |
| kraft heinz co com | -2,958,380 |
| qualcomm inc com | -18,505,000 |
| capital one finl corp com | -24,402,000 |
| dow inc com | -2,185,680 |
| mcdonalds corp com | -23,616,000 |
EDGAR LOMAX CO/VA got rid off the above stocks
Sector Distribution
EDGAR LOMAX CO/VA has about 22.2% of it's holdings in Healthcare sector.
- Healthcare
- Consumer Defensive
- Financial Services
- Industrials
- Energy
- Utilities
- Consumer Cyclical
- Communication Services
- Others
- Technology
- Real Estate
| Sector | % |
|---|---|
| Healthcare | 22.2 |
| Consumer Defensive | 15.8 |
| Financial Services | 15.1 |
| Industrials | 12.1 |
| Energy | 10.1 |
| Utilities | 9.8 |
| Consumer Cyclical | 4.4 |
| Communication Services | 3.5 |
| Others | 2.7 |
| Technology | 2.6 |
| Real Estate | 1.8 |
Market Cap. Distribution
EDGAR LOMAX CO/VA has about 97.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 60.9 |
| MEGA-CAP | 36.4 |
| UNALLOCATED | 2.7 |
Stocks belong to which Index?
About 99.4% of the stocks held by EDGAR LOMAX CO/VA either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
| Index | % |
|---|---|
| S&P 500 | 99.4 |
EDGAR LOMAX CO/VA Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of EDGAR LOMAX CO/VA
EDGAR LOMAX CO/VA has 56 stocks in it's portfolio. About 40.6% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for EDGAR LOMAX CO/VA last quarter.
$1.40BTotal Value
68.00Positions
12 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Abbvie Inc. Com Abbvie Inc. ComABBV EDGAR LOMAX CO/VA's holding in Abbvie Inc. Com over time | 1.09% | 70,108 | $15.25M 1.09% | 236.28%increased 236.28 percentadded | |
 Abbott Laboratories EDGAR LOMAX CO/VA's holding in Abbott Laboratories over time | 1.28% | 174,605 | $17.93M 1.28% | 66.93%increased 66.93 percentadded | |
 Accenture Plc Cl A EDGAR LOMAX CO/VA's holding in Accenture Plc Cl A over time | 1.08% | 76,080 | $15.09M 1.08% | 1.91%increased 1.91 percentadded | |
 American International Group EDGAR LOMAX CO/VA's holding in American International Group over time | 1.4% | 261,200 | $19.66M 1.4% | 12.03%increased 12.03 percentadded | |
 Amgen Inc Com Amgen Inc ComAMGN EDGAR LOMAX CO/VA's holding in Amgen Inc Com over time | 1.23% | 49,038 | $17.25M 1.23% | 49.96%decreased 49.96 percentreduced | |
 American Tower Corp Ne Com EDGAR LOMAX CO/VA's holding in American Tower Corp Ne Com over time | 1.31% | 106,530 | $18.38M 1.31% | 418.65%increased 418.65 percentadded | |
 American Express EDGAR LOMAX CO/VA's holding in American Express over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Bank Of America Corp Com EDGAR LOMAX CO/VA's holding in Bank Of America Corp Com over time | 1.41% | 406,290 | $19.81M 1.41% | 0.7%decreased 0.7 percentreduced | |
 Bank New York Mellon Com EDGAR LOMAX CO/VA's holding in Bank New York Mellon Com over time | 0.85% | 100,204 | $11.89M 0.85% | 20.53%decreased 20.53 percentreduced | |
 Bristol-Myers Squibb EDGAR LOMAX CO/VA's holding in Bristol-Myers Squibb over time | 2.12% | 489,420 | $29.68M 2.12% | 650.53%increased 650.53 percentadded | |
 Citigroup Inc Com EDGAR LOMAX CO/VA's holding in Citigroup Inc Com over time | 0.81% | 99,830 | $11.32M 0.81% | 62%decreased 62 percentreduced | |
 Caterpillar Inc Del Com EDGAR LOMAX CO/VA's holding in Caterpillar Inc Del Com over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 CMCSA Comcast Corp New Cl AComcast Corp New Cl ACMCSA | 2.1% | 1,025,340 | $29.44M 2.1% | 138.64%increased 138.64 percentadded | |
 Capital One Finl Corp Com EDGAR LOMAX CO/VA's holding in Capital One Finl Corp Com over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Conocophillips Com EDGAR LOMAX CO/VA's holding in Conocophillips Com over time | 1.76% | 186,855 | $24.66M 1.76% | 16.92%increased 16.92 percentadded | |
 Cisco Sys Inc Com EDGAR LOMAX CO/VA's holding in Cisco Sys Inc Com over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Cvs Health Corp Com EDGAR LOMAX CO/VA's holding in Cvs Health Corp Com over time | 3.67% | 715,960 | $51.42M 3.67% | 21.56%decreased 21.56 percentreduced | |
 Chevron Corp New Com EDGAR LOMAX CO/VA's holding in Chevron Corp New Com over time | 4.94% | 334,532 | $69.21M 4.94% | 54.77%increased 54.77 percentadded | |
 Dow Inc Com Dow Inc ComDOW EDGAR LOMAX CO/VA's holding in Dow Inc Com over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Duke Energy Corp Com EDGAR LOMAX CO/VA's holding in Duke Energy Corp Com over time | 3.51% | 375,886 | $49.22M 3.51% | 35.62%increased 35.62 percentadded | |