EDGAR LOMAX CO/VA

Position in MS — Morgan Stanley

CIK 1013538 KINGSTOWNE, VA

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$24,166,069

+$3,434,364 QoQ

Shares Held

115,605

-8.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#389

of 2,721 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

EDGAR LOMAX CO/VA holds $55,448,061 across 3 Capital Markets names. MS ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	115,605	$24,166,069
2	SCHW	Schwab Charles Corp	205,215	$18,935,188
3	GS	Goldman Sachs Group Inc	12,208	$12,346,804

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,166,069	115,605	-8.2%	Shares	Sole	2026-08-13
2026-03-31	$20,731,705	125,975	-53.7%	Shares	Sole	2026-05-12
2025-12-31	$48,343,194	272,310	-2.2%	Shares	Sole	2026-02-13
2025-09-30	$44,271,949	278,510	-22.6%	Shares	Sole	2025-11-12
2025-06-30	$50,663,820	359,675	-1.6%	Shares	Sole	2025-08-12
2025-03-31	$42,634,134	365,425	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$46,102,781	366,710	+116.3%	Shares	Sole	2025-02-13
2024-09-30	$17,673,370	169,545	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$16,740,005	172,240	-1.7%	Shares	Sole	2024-08-13
2024-03-31	$16,502,010	175,255	+3.3%	Shares	Sole	2024-05-14
2023-12-31	$15,822,193	169,675	-3.9%	Shares	Sole	2024-02-09
2023-09-30	$14,422,922	176,600	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$15,330,581	179,515	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$15,977,405	181,975	-53.0%	Shares	Sole	2023-05-15
2022-12-31	$32,908,266	387,065	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$30,821,801	390,100	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$30,000,345	394,430	+2.8%	Shares	Sole	2022-08-10
2022-03-31	$33,532,321	383,665	+131.1%	Shares	Sole	2022-05-13
2021-12-31	$16,297,504	166,030	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$16,313,534	167,645	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$15,667,528	170,875	-3.7%	Shares	Sole	2021-08-09
2021-03-31	$13,782,708	177,475	+47.9%	Shares	Sole	2021-05-14
2020-12-31	$8,222,229	119,980	-1.7%	Shares	Sole	2021-02-11
2020-09-30	$5,900,150	122,030	+4.4%	Shares	Sole	2020-11-13
2020-06-30	$5,647,719	116,930	+2.1%	Shares	Sole	2020-08-12
2020-03-31	$3,892,150	114,475	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.