EDGAR LOMAX CO/VA
CIK 1013538
13F filing for Q2 2026・No. 2,144
- Holdings
- US$1.34B
- Quarter change
- −US$64M
- Entries
- 58
- Net bought (estimate)
- −US$91.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 0
- Cut 50
- Added 0
- Corporate actions 0
- Unchanged 6
Largest holdings
58 stocks worth US$1.34B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TGTTARGET CORP COMCOM | Cut | 585,680 | US$76.5M | 5.72% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 180,225 | US$74.91M | 5.60% |
| CVSCVS HEALTH CORP COMCOM | Cut | 660,520 | US$68.33M | 5.11% |
| FDXFEDEX CORP COMCOM | Cut | 197,808 | US$61.94M | 4.63% |
| MDLZMONDELEZ INTL INC CL ACOM | Cut | 927,360 | US$53.64M | 4.01% |
| CVXCHEVRON CORP NEW COMCOM | Cut | 305,622 | US$50.66M | 3.79% |
| DUKDUKE ENERGY CORP COMCOM | Cut | 344,981 | US$43.67M | 3.26% |
| USBUS BANCORP DEL COM NEWCOM | Cut | 705,056 | US$42.59M | 3.18% |
| GDGENERAL DYNAMICS CORP COMCOM | Cut | 116,514 | US$41.27M | 3.09% |
| SOSOUTHERN CO.COM | Cut | 411,155 | US$39.35M | 2.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.