2026 Q2 Portfolio Activity
In 2026 Q2, EDGAR LOMAX CO/VA maintained a portfolio of 58 distinct positions. They heavily accumulated shares in FEDEX FGHT HLDG CO INC COMMON, increasing the position by 546.4%.
Position History
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Total Positions
58
Quarter
2026 Q2
Top Holding
TGT (5.7%)
Top 10 Concentration
41.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
EDGAR LOMAX CO/VA Full Holdings List — 2026 Q2
| 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 | 5.72% | 5.47% |
#1
Prev: #1
|
4.8 |
—
|
-47,509 | -7.5% |
P
S
|
585,680 | $76,495,665 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 5.60% | 3.69% |
#2
3
Prev: #5
|
4.2 |
—
|
-11,074 | -5.8% |
P
S
|
180,225 | $74,906,917 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CVS
CVS HEALTH CORP...
|
Healthcare | 5.11% | 3.67% |
#3
3
Prev: #6
|
3.5 |
—
|
-55,440 | -7.7% |
P
S
|
660,520 | $68,330,794 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FDX
FEDEX CORP COM
|
Industrials | 4.63% | 5.44% |
#4
2
Prev: #2
|
2.9 |
—
|
-16,222 | -7.6% |
P
S
|
197,808 | $61,939,619 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 4.01% | 4.14% |
#5
1
Prev: #4
|
2.6 |
—
|
-78,365 | -7.8% |
P
S
|
927,360 | $53,638,502 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 3.79% | 4.94% |
#6
3
Prev: #3
|
2.0 |
—
|
-28,910 | -8.6% |
P
S
|
305,622 | $50,659,903 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 3.26% | 3.51% |
#7
Prev: #7
|
1.8 |
—
|
-30,905 | -8.2% |
P
S
|
344,981 | $43,667,695 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
USB
US BANCORP DEL ...
|
Financial Services | 3.18% | 2.85% |
#8
6
Prev: #14
|
1.8 |
—
|
-63,210 | -8.2% |
P
S
|
705,056 | $42,585,382 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 3.09% | 3.03% |
#9
2
Prev: #11
|
1.7 |
—
|
-7,210 | -5.8% |
P
S
|
116,514 | $41,273,919 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SO
SOUTHERN CO.
|
Utilities | 2.94% | 3.08% |
#10
Prev: #10
|
1.7 |
—
|
-36,915 | -8.2% |
P
S
|
411,155 | $39,351,645 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 2.93% | 3.23% |
#11
2
Prev: #9
|
1.7 |
—
|
-40,135 | -8.2% |
P
S
|
446,640 | $39,201,593 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.74% | 2.74% |
#12
3
Prev: #15
|
1.6 |
—
|
-15,280 | -5.8% |
P
S
|
250,235 | $36,694,460 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.63% | 3.41% |
#13
5
Prev: #8
|
1.6 |
—
|
-24,590 | -8.7% |
P
S
|
257,022 | $35,140,048 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PFE
PFIZER INC COM
|
Healthcare | 2.46% | 2.90% |
#14
1
Prev: #13
|
1.5 |
—
|
-83,495 | -5.8% |
P
S
|
1,365,777 | $32,887,910 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.39% | 2.33% |
#15
1
Prev: #16
|
1.5 |
—
|
-7,665 | -5.7% |
P
S
|
125,880 | $31,969,744 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 2.20% | 1.49% |
#16
9
Prev: #25
|
1.4 |
—
|
-8,830 | -8.2% |
P
S
|
98,670 | $29,410,567 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
T
AT&T INC COM
|
Communication Services | 2.04% | 2.97% |
#17
5
Prev: #12
|
1.3 |
—
|
-118,110 | -8.2% |
P
S
|
1,316,103 | $27,243,332 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 1.99% | 2.12% |
#18
1
Prev: #17
|
1.3 |
—
|
-28,145 | -5.8% |
P
S
|
461,275 | $26,578,665 | 2002 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 1.88% | 1.83% |
#19
Prev: #19
|
1.3 |
—
|
-27,870 | -8.2% |
P
S
|
310,300 | $25,218,081 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.81% | 1.48% |
#20
6
Prev: #26
|
1.2 |
—
|
-10,370 | -8.2% |
P
S
|
115,605 | $24,166,069 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 1.73% | 2.10% |
#21
3
Prev: #18
|
1.2 |
—
|
-84,525 | -8.2% |
P
S
|
940,810 | $23,096,885 | 2002 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UNP
UNION PAC CORP ...
|
Industrials | 1.65% | 1.53% |
#22
1
Prev: #23
|
1.2 |
—
|
-7,280 | -8.2% |
P
S
|
81,125 | $22,066,000 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 1.59% | 1.41% |
#23
7
Prev: #30
|
1.1 |
—
|
-33,410 | -8.2% |
P
S
|
372,880 | $21,246,702 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.56% | 1.45% |
#24
3
Prev: #27
|
1.1 |
—
|
-5,675 | -8.2% |
P
S
|
63,662 | $20,838,482 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SBUX
STARBUCKS CORP ...
|
Consumer Cyclical | 1.55% | 1.42% |
#25
4
Prev: #29
|
1.1 |
—
|
-18,290 | -8.3% |
P
S
|
203,290 | $20,774,205 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 1.42% | 1.50% |
#26
2
Prev: #24
|
1.1 |
—
|
-18,400 | -8.2% |
P
S
|
205,215 | $18,935,188 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 1.39% | 1.56% |
#27
5
Prev: #22
|
1.1 |
—
|
-9,065 | -5.8% |
P
S
|
147,640 | $18,652,838 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MRK
MERCK & CO. INC...
|
Healthcare | 1.38% | 1.31% |
#28
5
Prev: #33
|
1.1 |
—
|
-8,865 | -5.8% |
P
S
|
143,985 | $18,502,072 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MET
METLIFE INC COM
|
Financial Services | 1.37% | 1.19% |
#29
9
Prev: #38
|
1.0 |
—
|
-19,430 | -8.2% |
P
S
|
216,815 | $18,344,717 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 1.36% | 1.36% |
#30
2
Prev: #32
|
1.0 |
—
|
-19,770 | -8.2% |
P
S
|
220,015 | $18,182,040 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.35% | 1.62% |
#31
10
Prev: #21
|
1.0 |
—
|
-2,151 | -5.7% |
P
S
|
35,404 | $18,036,922 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AIG
AMERICAN INTERN...
|
Financial Services | 1.34% | 1.40% |
#32
1
Prev: #31
|
1.0 |
—
|
-21,530 | -8.2% |
P
S
|
239,670 | $17,862,605 | 2001 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COP
CONOCOPHILLIPS ...
|
Energy | 1.31% | 1.76% |
#33
13
Prev: #20
|
1.0 |
—
|
-18,105 | -9.7% |
P
S
|
168,750 | $17,543,250 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 1.31% | 1.27% |
#34
2
Prev: #36
|
1.0 |
—
|
-4,437 | -8.2% |
P
S
|
49,735 | $17,540,540 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMGN
AMGEN INC COM
|
Healthcare | 1.25% | 1.23% |
#35
2
Prev: #37
|
1.0 |
—
|
-2,805 | -5.7% |
P
S
|
46,233 | $16,741,894 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABBV
ABBVIE INC. COM
|
Healthcare | 1.24% | 1.09% |
#36
3
Prev: #39
|
1.0 |
—
|
-4,005 | -5.7% |
P
S
|
66,103 | $16,634,159 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PEP
PEPSICO INC COM
|
Consumer Defensive | 1.21% | 1.44% |
#37
9
Prev: #28
|
1.0 |
—
|
-10,775 | -8.3% |
P
S
|
119,310 | $16,154,574 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 1.19% | 1.31% |
#38
4
Prev: #34
|
1.0 |
—
|
-8,845 | -8.3% |
P
S
|
97,685 | $15,978,335 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
FEDEX FGHT HLDG...
|
|
Unknown | 1.12% | — |
#39
Prev: #—
|
3.9 |
—
|
98,892 | — |
NEW
|
98,892 | $14,932,692 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.12% | 1.28% |
#40
5
Prev: #35
|
0.9 |
—
|
-10,070 | -5.8% |
P
S
|
164,535 | $14,929,906 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BK
BANK NEW YORK M...
|
Financial Services | 0.99% | 0.85% |
#41
2
Prev: #43
|
0.9 |
—
|
-8,235 | -8.2% |
P
S
|
91,969 | $13,299,637 | 2007 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
C
CITIGROUP INC C...
|
Financial Services | 0.96% | 0.81% |
#42
2
Prev: #44
|
0.9 |
—
|
-8,165 | -8.2% |
P
S
|
91,665 | $12,829,433 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.92% | 0.80% |
#43
2
Prev: #45
|
0.9 |
—
|
-1,074 | -8.1% |
P
S
|
12,208 | $12,346,805 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MDT
MEDTRONIC PLC S...
|
Healthcare | 0.92% | 1.06% |
#44
3
Prev: #41
|
0.9 |
—
|
-14,175 | -8.3% |
P
S
|
157,570 | $12,326,701 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GM
GENERAL MTRS CO...
|
Consumer Cyclical | 0.76% | 0.76% |
#45
1
Prev: #46
|
0.8 |
—
|
-11,820 | -8.3% |
P
S
|
131,070 | $10,102,876 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NKE
NIKE INC CL B
|
Consumer Cyclical | 0.68% | 0.91% |
#46
4
Prev: #42
|
0.8 |
—
|
-19,835 | -8.2% |
P
S
|
220,625 | $9,056,656 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ACN
ACCENTURE PLC C...
|
Technology | 0.65% | 1.08% |
#47
7
Prev: #40
|
0.8 |
—
|
-6,205 | -8.2% |
P
S
|
69,875 | $8,695,245 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 0.51% | 0.44% |
#48
Prev: #48
|
0.7 |
—
|
-2,770 | -8.4% |
P
S
|
30,265 | $6,768,767 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 0.46% | 0.43% |
#49
Prev: #49
|
0.7 |
—
|
-5,030 | -8.1% |
P
S
|
56,845 | $6,110,837 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.44% | 0.54% |
#50
3
Prev: #47
|
0.7 |
—
|
-12,415 | -8.2% |
P
S
|
138,096 | $5,846,985 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 58 holdings