The Analysis of EDGAR LOMAX CO/VA's Holdings & P&L


Currently, EDGAR LOMAX CO/VA holds 56 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in USB (+689.4K shares, valued at $35.9M), BMY (+424.2K shares, valued at $25.7M), CVX (+118.4K shares, valued at $24.5M); decreased their positions in KO (-380.8K shares, valued at $29.0M), VZ (-538.8K shares, valued at $27.0M), N/A (-205.6K shares, valued at $24.7M); initiated new positions in TXN (+107.5K shares, valued at $20.9M), SBUX (+221.6K shares, valued at $19.9M), HD (+54.2K shares, valued at $17.8M).


1M P&L
+48.6M+3.97%
3M P&L
+42.4M+3.45%
HY P&L
+173.2M+15.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Healthcare Plans124.8M
11.0%
2Drug Manufacturers - General111.7M
9.9%
3Capital Markets83.2M
7.3%

Top Industries by Stock Count

1Drug Manufacturers - General6 stocks
10.7%
2Banks - Diversified5 stocks
8.9%
3Telecom Services3 stocks
5.4%
Stock Holdings
TGT
TARGET CORP COM
5.95%
Shares633.2K
Event2026-03-31
Filed2026-05-12
FDX
FEDEX CORP COM
12.31%
Shares214.0K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORP NEW COM
54.77%
Shares334.5K
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC CL A
33.70%
Shares1.0M
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP INC
20.58%
Shares191.3K
Event2026-03-31
Filed2026-05-12
CVS
CVS HEALTH CORP COM
-21.56%
Shares716.0K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP COM
DUKE ENERGY CORP COM
35.62%
Shares375.9K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP.
15.81%
Shares281.6K
Event2026-03-31
Filed2026-05-12
NEE
NEXTERA ENERGY INC COM
108.13%
Shares486.8K
Event2026-03-31
Filed2026-05-12
SO
SOUTHERN CO.
86.16%
Shares448.1K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP COM
GENERAL DYNAMICS CORP COM
15.12%
Shares123.7K
Event2026-03-31
Filed2026-05-12
T
AT&T INC COM
-14.86%
Shares1.4M
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC COM
144.68%
Shares1.4M
Event2026-03-31
Filed2026-05-12
USB
US BANCORP DEL COM NEW
873.52%
Shares768.3K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO COM
105.25%
Shares265.5K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON COM
-22.36%
Shares133.5K
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB
650.53%
Shares489.4K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW CL A
138.64%
Shares1.0M
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO COM
-52.96%
Shares338.2K
Event2026-03-31
Filed2026-05-12
COP
CONOCOPHILLIPS COM
16.92%
Shares186.9K
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN CORP COM
-7.12%
Shares37.6K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC COM
-8.54%
Shares156.7K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP COM
21.49%
Shares88.4K
Event2026-03-31
Filed2026-05-12
SCHW
CHARLES SCHWAB CORP COM
12.11%
Shares223.6K
Event2026-03-31
Filed2026-05-12
TXN
TEXAS INSTRS INC COM
New
Shares107.5K
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
-53.74%
Shares126.0K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO.
-7.67%
Shares69.3K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC COM
420.97%
Shares130.1K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP COM
New
Shares221.6K
Event2026-03-31
Filed2026-05-12
BAC
BANK OF AMERICA CORP COM
-0.70%
Shares406.3K
Event2026-03-31
Filed2026-05-12
AIG
AMERICAN INTERNATIONAL GROUP
12.03%
Shares261.2K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO NEW
74.02%
Shares239.8K
Event2026-03-31
Filed2026-05-12
MERCK & CO. INC.
MERCK & CO. INC.
-57.36%
Shares152.8K
Event2026-03-31
Filed2026-05-12
AMT
AMERICAN TOWER CORP NE COM
418.65%
Shares106.5K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
66.93%
Shares174.6K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC COM
New
Shares54.2K
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC COM
-49.96%
Shares49.0K
Event2026-03-31
Filed2026-05-12
MET
METLIFE INC COM
7.67%
Shares236.2K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC. COM
236.28%
Shares70.1K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC CL A
ACCENTURE PLC CL A
1.91%
Shares76.1K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC SHS
MEDTRONIC PLC SHS
-32.68%
Shares171.7K
Event2026-03-31
Filed2026-05-12
NKE
NIKE INC CL B
10.15%
Shares240.5K
Event2026-03-31
Filed2026-05-12
BK
BANK NEW YORK MELLON COM
-20.53%
Shares100.2K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC COM
CITIGROUP INC COM
-62.00%
Shares99.8K
Event2026-03-31
Filed2026-05-12
GS
GOLDMAN SACHS GROUP COM
-21.69%
Shares13.3K
Event2026-03-31
Filed2026-05-12
GM
GENERAL MTRS CO COM
-21.39%
Shares142.9K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS COM
-78.16%
Shares150.5K
Event2026-03-31
Filed2026-05-12
SPG
SIMON PPTY GROUP INC N COM
-28.25%
Shares33.0K
Event2026-03-31
Filed2026-05-12
UPS
UNITED PARCEL SERVICE CL B
-61.46%
Shares61.9K
Event2026-03-31
Filed2026-05-12
IVE
ISHARES TR S&P500/VALUE INDEX
-24.73%
Shares20.7K
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC COM
0.00%
Shares36.6K
Event2026-03-31
Filed2026-05-12
SPY
STANDARD & POOR'S DEPOSITARY R
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-12
BRK.A
BERKSHIRE HATHAWAY INC CL A
0.00%
Shares1
Event2026-03-31
Filed2026-05-12
SCHWAB CAP TR S&P 500IDX SEL
SCHWAB CAP TR S&P 500IDX SEL
-13.82%
Shares41.6K
Event2026-03-31
Filed2026-05-12
VERSANT MEDIA GROUP IN COM CL
VERSANT MEDIA GROUP IN COM CL
New
Shares16.5K
Event2026-03-31
Filed2026-05-12
HONDA MOTOR CO LTD
HONDA MOTOR CO LTD
35.40%
Shares15.3K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available