2026 Q1 Portfolio Activity
In 2026 Q1, EDGAR LOMAX CO/VA maintained a portfolio of 68 distinct positions. The most significant new addition was TEXAS INSTRS INC COM, now representing 1.49% of the total fund value. They heavily accumulated shares in US BANCORP DEL COM NEW, increasing the position by 873.5%. Conversely, EDGAR LOMAX CO/VA completely exited their position in CISCO SYS INC COM.
Position History
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Total Positions
68
Quarter
2026 Q1
Top Holding
TGT (5.5%)
Top 10 Concentration
40.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 68
EDGAR LOMAX CO/VA Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TGT
TARGET CORP COM
|
Consumer Defensive | 5.47% | 4.44% |
#1
1
Prev: #2
|
6.2 |
—
|
35,584 | 6.0% |
P
S
|
633,189 | $76,742,507 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FDX
FEDEX CORP COM
|
Industrials | 5.44% | 4.18% |
#2
1
Prev: #3
|
5.7 |
—
|
23,460 | 12.3% |
P
S
|
214,030 | $76,233,205 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 4.94% | 2.50% |
#3
10
Prev: #13
|
6.0 |
—
|
118,380 | 54.8% |
P
S
|
334,532 | $69,214,671 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 4.14% | 3.08% |
#4
4
Prev: #8
|
4.7 |
—
|
253,475 | 33.7% |
P
S
|
1,005,725 | $57,969,989 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 3.69% | 3.98% |
#5
1
Prev: #4
|
4.5 |
—
|
32,649 | 20.6% |
P
S
|
191,299 | $51,763,596 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CVS
CVS HEALTH CORP...
|
Healthcare | 3.67% | 5.50% |
#6
5
Prev: #1
|
1.5 |
—
|
-196,740 | -21.6% |
P
S
|
715,960 | $51,420,247 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 3.51% | 2.47% |
#7
7
Prev: #14
|
3.9 |
—
|
98,725 | 35.6% |
P
S
|
375,886 | $49,218,513 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 3.41% | 2.22% |
#8
9
Prev: #17
|
3.4 |
—
|
38,450 | 15.8% |
P
S
|
281,612 | $47,778,292 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 3.23% | 1.43% |
#9
22
Prev: #31
|
4.3 |
—
|
252,890 | 108.1% |
P
S
|
486,775 | $45,211,662 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SO
SOUTHERN CO.
|
Utilities | 3.08% | 1.59% |
#10
16
Prev: #26
|
4.2 |
—
|
207,375 | 86.2% |
P
S
|
448,070 | $43,247,716 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 3.03% | 2.75% |
#11
Prev: #11
|
3.2 |
—
|
16,250 | 15.1% |
P
S
|
123,724 | $42,464,551 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
T
AT&T INC COM
|
Communication Services | 2.97% | 3.18% |
#12
5
Prev: #7
|
1.7 |
—
|
-250,260 | -14.9% |
P
S
|
1,434,213 | $41,577,835 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PFE
PFIZER INC COM
|
Healthcare | 2.90% | 1.12% |
#13
27
Prev: #40
|
4.2 |
—
|
856,970 | 144.7% |
P
S
|
1,449,272 | $40,695,558 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
USB
US BANCORP DEL ...
|
Financial Services | 2.85% | 0.32% |
#14
38
Prev: #52
|
4.1 |
—
|
689,350 | 873.5% |
P
S
|
768,266 | $39,957,515 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.74% | 1.41% |
#15
17
Prev: #32
|
4.1 |
—
|
136,155 | 105.3% |
P
S
|
265,515 | $38,350,987 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.33% | 2.70% |
#16
4
Prev: #12
|
0.9 |
—
|
-38,450 | -22.4% |
P
S
|
133,545 | $32,643,740 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 2.12% | 0.27% |
#17
38
Prev: #55
|
3.8 |
—
|
424,210 | 650.5% |
P
S
|
489,420 | $29,683,323 | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 2.10% | 0.98% |
#18
26
Prev: #44
|
3.8 |
—
|
595,670 | 138.6% |
P
S
|
1,025,335 | $29,437,368 | 2002 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 1.83% | 3.82% |
#19
14
Prev: #5
|
0.7 |
—
|
-380,795 | -53.0% |
P
S
|
338,170 | $25,717,828 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COP
CONOCOPHILLIPS ...
|
Energy | 1.76% | 1.14% |
#20
17
Prev: #37
|
2.7 |
—
|
27,040 | 16.9% |
P
S
|
186,855 | $24,664,860 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.62% | 1.49% |
#21
9
Prev: #30
|
1.1 |
—
|
-2,880 | -7.1% |
P
S
|
37,555 | $22,697,866 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 1.56% | 1.60% |
#22
3
Prev: #25
|
1.1 |
—
|
-14,625 | -8.5% |
P
S
|
156,705 | $21,839,976 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UNP
UNION PAC CORP ...
|
Industrials | 1.53% | 1.28% |
#23
12
Prev: #35
|
3.1 |
—
|
15,640 | 21.5% |
P
S
|
88,405 | $21,448,821 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 1.50% | 1.51% |
#24
5
Prev: #29
|
2.6 |
—
|
24,155 | 12.1% |
P
S
|
223,615 | $21,015,338 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.49% | — |
#25
Prev: #—
|
4.1 |
—
|
107,500 | — |
NEW
|
107,500 | $20,870,050 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.48% | 3.67% |
#26
20
Prev: #6
|
0.6 |
—
|
-146,335 | -53.7% |
P
S
|
125,975 | $20,731,706 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.45% | 1.84% |
#27
6
Prev: #21
|
1.1 |
—
|
-5,758 | -7.7% |
P
S
|
69,337 | $20,396,172 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PEP
PEPSICO INC COM
|
Consumer Defensive | 1.44% | 0.27% |
#28
26
Prev: #54
|
3.6 |
—
|
105,115 | 421.0% |
P
S
|
130,085 | $20,200,900 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SBUX
STARBUCKS CORP ...
|
Consumer Cyclical | 1.42% | — |
#29
Prev: #—
|
4.1 |
—
|
221,580 | — |
NEW
|
221,580 | $19,851,352 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 1.41% | 1.71% |
#30
7
Prev: #23
|
1.1 |
—
|
-2,845 | -0.7% |
P
S
|
406,290 | $19,806,637 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AIG
AMERICAN INTERN...
|
Financial Services | 1.40% | 1.52% |
#31
3
Prev: #28
|
2.6 |
—
|
28,055 | 12.0% |
P
S
|
261,200 | $19,655,300 | 2001 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 1.36% | 0.98% |
#32
13
Prev: #45
|
3.5 |
—
|
101,990 | 74.0% |
P
S
|
239,785 | $19,089,284 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MRK
MERCK & CO. INC...
|
Healthcare | 1.31% | 2.87% |
#33
24
Prev: #9
|
0.5 |
—
|
-205,645 | -57.4% |
P
S
|
152,850 | $18,386,326 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 1.31% | 0.27% |
#34
19
Prev: #53
|
3.5 |
—
|
85,990 | 418.6% |
P
S
|
106,530 | $18,384,947 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.28% | 1.00% |
#35
8
Prev: #43
|
3.5 |
—
|
70,010 | 66.9% |
P
S
|
174,605 | $17,926,695 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 1.27% | — |
#36
Prev: #—
|
4.0 |
—
|
54,172 | — |
NEW
|
54,172 | $17,816,629 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMGN
AMGEN INC COM
|
Healthcare | 1.23% | 2.44% |
#37
22
Prev: #15
|
0.5 |
—
|
-48,957 | -50.0% |
P
S
|
49,038 | $17,254,020 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MET
METLIFE INC COM
|
Financial Services | 1.19% | 1.32% |
#38
4
Prev: #34
|
2.5 |
—
|
16,835 | 7.7% |
P
S
|
236,245 | $16,707,246 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABBV
ABBVIE INC. COM
|
Healthcare | 1.09% | 0.36% |
#39
12
Prev: #51
|
3.4 |
—
|
49,260 | 236.3% |
P
S
|
70,108 | $15,247,789 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ACN
ACCENTURE PLC C...
|
Technology | 1.08% | 1.52% |
#40
13
Prev: #27
|
0.9 |
—
|
1,425 | 1.9% |
P
S
|
76,080 | $15,085,903 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MDT
MEDTRONIC PLC S...
|
Healthcare | 1.06% | 1.86% |
#41
22
Prev: #19
|
0.4 |
—
|
-83,355 | -32.7% |
P
S
|
171,745 | $14,881,704 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NKE
NIKE INC CL B
|
Consumer Cyclical | 0.91% | 1.06% |
#42
Prev: #42
|
2.4 |
—
|
22,155 | 10.1% |
P
S
|
240,460 | $12,701,097 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BK
BANK NEW YORK M...
|
Financial Services | 0.85% | 1.11% |
#43
2
Prev: #41
|
0.3 |
—
|
-25,880 | -20.5% |
P
S
|
100,204 | $11,887,201 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
C
CITIGROUP INC C...
|
Financial Services | 0.81% | 2.33% |
#44
28
Prev: #16
|
0.3 |
—
|
-162,860 | -62.0% |
P
S
|
99,830 | $11,321,720 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.80% | 1.13% |
#45
7
Prev: #38
|
0.3 |
—
|
-3,678 | -21.7% |
P
S
|
13,282 | $11,236,439 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GM
GENERAL MTRS CO...
|
Consumer Cyclical | 0.76% | 1.12% |
#46
7
Prev: #39
|
0.3 |
—
|
-38,870 | -21.4% |
P
S
|
142,890 | $10,645,305 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.54% | 2.13% |
#47
29
Prev: #18
|
0.2 |
—
|
-538,770 | -78.2% |
P
S
|
150,511 | $7,555,652 | 2000 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 0.44% | 0.65% |
#48
1
Prev: #47
|
0.2 |
—
|
-13,010 | -28.3% |
P
S
|
33,035 | $6,162,019 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 0.43% | 1.21% |
#49
13
Prev: #36
|
0.2 |
—
|
-98,675 | -61.5% |
P
S
|
61,875 | $6,087,262 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVE
ISHARES TR S&P5...
|
ETF | 0.31% | 0.44% |
#50
1
Prev: #49
|
0.1 |
—
|
-6,813 | -24.7% |
P
S
|
20,740 | $4,379,251 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 68 holdings