$1.56 Billion is the total value of EDGAR LOMAX CO/VA's 66 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 400.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Buy | AT&T INC COM | $9,838,000 | +6.7% | 231,308 | +1.8% | 0.63% | +10.5% |
| KO | Buy | COCA COLA CO COM | $7,653,000 | -0.3% | 184,591 | +1.8% | 0.49% | +3.4% |
| CVS | New | CVS HEALTH CORP COM | $884,000 | – | 11,200 | +100.0% | 0.06% | – |
| DUK | New | DUKE ENERGY CORP COM | $675,000 | – | 8,700 | +100.0% | 0.04% | – |
| JNJ | New | JOHNSON & JOHNSON COM | $566,000 | – | 4,910 | +100.0% | 0.04% | – |
| ACN | New | ACCENTURE PLC CL A | $340,000 | – | 2,900 | +100.0% | 0.02% | – |
| DIS | New | DISNEY WALT CO COM | $261,000 | – | 2,500 | +100.0% | 0.02% | – |
| DHR | New | DANAHER CORP DEL COM | $234,000 | – | 3,000 | +100.0% | 0.02% | – |
| New | AVIVA PLC | $78,000 | – | 13,025 | +100.0% | 0.01% | – | |
| New | BANCO SANTANDER SA | $57,000 | – | 10,850 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PFIZER INC COM | 42 | Q3 2023 | 5.2% |
| VERIZON COMMUNICATIONS COM | 42 | Q3 2023 | 5.6% |
| CHEVRON CORP NEW COM | 42 | Q3 2023 | 5.1% |
| EXXON MOBIL CORP. | 42 | Q3 2023 | 5.2% |
| EXELON CORP COM | 42 | Q3 2023 | 5.3% |
| INTEL CORP COM | 42 | Q3 2023 | 6.1% |
| AT&T INC COM | 42 | Q3 2023 | 5.3% |
| SOUTHERN CO. | 42 | Q3 2023 | 3.7% |
| US BANCORP DEL COM NEW | 42 | Q3 2023 | 2.3% |
| ABBVIE INC. COM | 42 | Q3 2023 | 2.2% |
View EDGAR LOMAX CO/VA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View EDGAR LOMAX CO/VA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.