EDGAR LOMAX CO/VA NKE — NIKE INC CL B

Ownership history in EDGAR LOMAX CO/VA  ·  5 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported NIKE INC CL B (NKE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.3% in 2025 Q2. The latest visible filing shows NKE at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EDGAR LOMAX CO/VA's position in NIKE INC CL B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NKE was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NKE stock page EDGAR LOMAX CO/VA fund profile EDGAR LOMAX CO/VA full holdings
How EDGAR LOMAX CO/VA held NKE — position size vs. price
% of Fund (quarterly)    NKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 240,460 +22,155 +10.1% 0.91% $12.7M 2026-05-12 $42.35
2025 Q4 REDUCED — — — 218,305 -6,370 -2.8% 1.06% $13.9M 2026-02-13 $62.71
2025 Q3 REDUCED 22.6% -11.7% ✅ 224,675 -65,585 -22.6% 1.23% $15.7M 2025-11-12 $63.37
2025 Q2 REDUCED — — — 290,260 -4,605 -1.6% 1.30% $20.6M 2025-08-12 $73.55
2025 Q1 INITIATED — — — 294,865 — — 1.17% $18.7M 2025-05-14 $60.22

🏢 Other funds also holding NKE

As of 2026 Q1 — sorted by position size

Mayar Capital Ltd. 3Y 9.4% Honeycomb Asset Management LP 3Y 7Y 6.47% 44 WEALTH MANAGEMENT LLC 3Y 6.18% Pacifica Capital Investments, LLC 3Y 7Y 5.89% Jasper Ridge Partners, L.P. 3Y 7Y 5.74% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 5.26% BRIDGER MANAGEMENT, LLC 3Y 7Y 4.95% Harbor Island Capital LLC 3Y 7Y 4.77% HS Management Partners, LLC 3Y 7Y 4.17% J. Stern & Co. LLP 3.95%

FAQ About EDGAR LOMAX CO/VA and NKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has EDGAR LOMAX CO/VA reported owning NKE?

EDGAR LOMAX CO/VA reported NKE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported NKE position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for NKE was 1.30% in 2025 Q2.

What is the latest reported NKE position on this page?

The most recent filing on this page is 2026 Q1, when EDGAR LOMAX CO/VA reported 240,460 shares, equal to 0.91% of portfolio, with an estimated market value of $12.7M.

What does the chart on this NKE ownership page compare?

The chart compares EDGAR LOMAX CO/VA's quarterly NKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EDGAR LOMAX CO/VA time their NKE position?

Based on 13F filing dates vs. subsequent NKE price moves, EDGAR LOMAX CO/VA correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on NKE relative to SPY over the holding period was -27.4%.

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