Edgar Lomax CO Portfolio Holdings

Edgar Lomax CO

  • $1.58 Billion
  • Q2 2025

Edgar Lomax CO has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.58 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cvs Health Corp with a value of $83.2M, Verizon Communications Inc with a value of $76.9M, International Business Machines Corp with a value of $68.5M, Mondelez International, Inc. with a value of $67.5M, and Coca Cola CO with a value of $67.2M.

Examining the 13F form we can see an decrease of $17.4M in the current position value, from $1.6B to 1.58B.

Edgar Lomax CO is based out at Kingstowne, VA

Below you can find more details about Edgar Lomax CO portfolio as well as his latest detailed transactions.

Portfolio value $1.58 Billion
Healthcare: $327 Million
Financial Services: $277 Million
Consumer Defensive: $225 Million
Industrials: $177 Million
Communication Services: $162 Million
Technology: $136 Million
Utilities: $94.1 Million
Energy: $91.4 Million
Other: $92.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.3B
$3.29 Million 0.21% of portfolio
124,330
Q2 2025 Reduced 1.6%
$118B
$2.66 Million 0.17% of portfolio
45,340
Q4 2024 Reduced 2.37%
$423B
$728,000 0.05% of portfolio
1
Q4 2021 Reduced 50.0%
$259B
$780,000 0.05% of portfolio
12,845
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $1.58 Billion
  • Prior Value $1.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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