Institutions / Edgar Lomax CO/VA / Activity
Activity — Edgar Lomax CO/VA
65 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 385460000 Common stock | $31.6K | +4K +35.40% | 15,300 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 808509855 Common stock | $-111.9K | -7K -13.82% | 41,597 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-138.7K | -3K -0.70% | 406,290 1.41% of portfolio | low |
| Q1 2026 as of | Exit | HSBC HSBC Holdings PLC ADR | $-202.8K | -13K -100.00% | 0 | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $282.6K | +1K +1.91% | 76,080 1.08% of portfolio | low |
| Q1 2026 as of | Exit | International Business Machines Corp Common stock | $-324.4K | -1K -100.00% | 0 | low |
| Q1 2026 as of | New | Versant Media Group, Inc. Common stock | $610.1K | +16K | 16,480 0.04% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $1.17M | +22K +10.15% | 240,460 0.91% of portfolio | low |
| Q1 2026 as of | Add | MetLife Inc Common stock | $1.19M | +17K +7.67% | 236,245 1.19% of portfolio | low |
| Q1 2026 as of | Trim | 464287408 Common stock | $-1.44M | -7K -24.73% | 20,740 0.31% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-1.69M | -6K -7.67% | 69,337 1.45% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-1.74M | -3K -7.12% | 37,555 1.62% of portfolio | low |
| Q1 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-2.04M | -15K -8.54% | 156,705 1.56% of portfolio | low |
| Q1 2026 as of | Add | American International Group, Inc. Common stock | $2.11M | +28K +12.03% | 261,200 1.40% of portfolio | low |
| Q1 2026 as of | Exit | Dow Inc. Common stock | $-2.19M | -93K -100.00% | 0 | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $2.27M | +24K +12.11% | 223,615 1.50% of portfolio | low |
| Q1 2026 as of | Trim | Simon Property Group Inc Common stock | $-2.43M | -13K -28.25% | 33,035 0.44% of portfolio | low |
| Q1 2026 as of | Trim | General Motors Co Common stock | $-2.90M | -39K -21.39% | 142,890 0.76% of portfolio | low |
| Q1 2026 as of | Exit | Kraft Heinz Co Common stock | $-2.96M | -122K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Bank of New York Mellon Corp/The Common stock | $-3.07M | -26K -20.53% | 100,204 0.85% of portfolio | low |
| Q1 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-3.11M | -4K -21.69% | 13,282 0.80% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $3.57M | +27K +16.92% | 186,855 1.76% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $3.79M | +16K +21.49% | 88,405 1.53% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $4.31M | +36K +5.95% | 633,189 5.47% of portfolio | low |
| Q1 2026 as of | Exit | Ford Motor Co Common stock | $-5.01M | -382K -100.00% | 0 | medium |
| Q1 2026 as of | Add | General Dynamics Corp Common stock | $5.58M | +16K +15.12% | 123,724 3.03% of portfolio | medium |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $6.52M | +38K +15.81% | 281,612 3.41% of portfolio | medium |
| Q1 2026 as of | Exit | Caterpillar Inc Common stock | $-6.60M | -12K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $7.19M | +70K +66.93% | 174,605 1.28% of portfolio | medium |
| Q1 2026 as of | Trim | Medtronic plc Common stock | $-7.22M | -83K -32.68% | 171,745 1.06% of portfolio | medium |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-7.26M | -250K -14.86% | 1,434,213 2.97% of portfolio | medium |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $8.12M | +102K +74.02% | 239,785 1.36% of portfolio | medium |
| Q1 2026 as of | Add | FedEx Corp Common stock | $8.36M | +23K +12.31% | 214,030 5.44% of portfolio | medium |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $8.83M | +33K +20.58% | 191,299 3.69% of portfolio | medium |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-9.40M | -38K -22.36% | 133,545 2.33% of portfolio | medium |
| Q1 2026 as of | Trim | United Parcel Service Inc Common stock | $-9.71M | -99K -61.46% | 61,875 0.43% of portfolio | medium |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $10.71M | +49K +236.28% | 70,108 1.09% of portfolio | medium |
| Q1 2026 as of | Exit | American Express Co Common stock | $-12.01M | -32K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $12.93M | +99K +35.62% | 375,886 3.51% of portfolio | medium |
| Q1 2026 as of | Trim | CVS HEALTH Corp Common stock | $-14.13M | -197K -21.56% | 715,960 3.67% of portfolio | medium |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $14.61M | +253K +33.70% | 1,005,725 4.14% of portfolio | medium |
| Q1 2026 as of | Add | American Tower Corp Common stock | $14.84M | +86K +418.65% | 106,530 1.31% of portfolio | medium |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $16.32M | +105K +420.97% | 130,085 1.44% of portfolio | medium |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $17.10M | +596K +138.64% | 1,025,335 2.10% of portfolio | medium |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-17.23M | -49K -49.96% | 49,038 1.23% of portfolio | medium |
| Q1 2026 as of | New | Home Depot, Inc. Common stock | $17.82M | +54K | 54,172 1.27% of portfolio | medium |
| Q1 2026 as of | Trim | Citigroup Inc Common stock | $-18.47M | -163K -62.00% | 99,830 0.81% of portfolio | medium |
| Q1 2026 as of | Exit | Qualcomm INC/DE Common stock | $-18.51M | -108K -100.00% | 0 | medium |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $19.67M | +136K +105.25% | 265,515 2.74% of portfolio | medium |
| Q1 2026 as of | New | Starbucks Corp Common stock | $19.85M | +222K | 221,580 1.42% of portfolio | medium |