Drexel Morgan & Co.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$681.8M
Q ending 2026-03-31
Prior quarter
$638.9M
Q ending 2025-12-31
Change
+6.7% QoQ · +43.1% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| At&T Inc | T | Shares | $125.3M | 4.3M |
| United Parcel Svcs Inc | UPS | Shares | $79.9M | 812K |
| Johnson & Johnson | JNJ | Shares | $52.8M | 216K |
| Jpmorgan Chase & Co | JPM | Shares | $48.1M | 164K |
| Coca Cola Co | KO | Shares | $34.7M | 456K |
| International Business Machs | IBM | Shares | $33.9M | 140K |
| American Express Co | AXP | Shares | $29.0M | 96K |
| Cleveland-Cliffs Inc New | CLF | Shares | $28.7M | 3.4M |
| Ford Mtr Co | F | Shares | $24.2M | 2.1M |
| The Campbells Company | CPB | Shares | $22.3M | 1.0M |
| Caterpillar Inc | CAT | Shares | $19.8M | 28K |
| Slb Limited | SLB | Shares | $17.8M | 345K |
| Merck & Co Inc | MRK | Shares | $15.9M | 132K |
| Deere & Co | DE | Shares | $15.8M | 28K |
| Exxon Mobil Corp | XOM | Shares | $11.7M | 69K |
| Disney Walt Co | DIS | Shares | $11.2M | 117K |
| Apple Inc | AAPL | Shares | $11.2M | 44K |
| Microsoft Corp | MSFT | Shares | $11.2M | 30K |
| Washington Tr Bancorp Inc | WASH | Shares | $10.1M | 301K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.9M | 11K |
| Verizon Communications Inc | VZ | Shares | $5.3M | 105K |
| Union Pac Corp | UNP | Shares | $4.7M | 19K |
| Procter & Gamble Co | PG | Shares | $4.3M | 30K |
| Emerson Elec Co | EMR | Shares | $3.9M | 30K |
| Mcdonalds Corp | MCD | Shares | $3.9M | 13K |
| Nvidia Corporation | NVDA | Shares | $3.8M | 22K |
| Invesco Qqq Tr | QQQ | Shares | $3.8M | 7K |
| Rtx Corporation | RTX | Shares | $3.7M | 19K |
| Shell Plc | SHEL | Shares | $3.6M | 39K |
| Abbott Laboratories | ABT | Shares | $3.5M | 34K |
| 3M Co | MMM | Shares | $3.4M | 23K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.9M | 15K |
| Kyndryl Hldgs Inc | KD | Shares | $2.6M | 200K |
| Colgate Palmolive Co | CL | Shares | $2.5M | 29K |
| Thomson Reuters Corp | TRI4EUR | Shares | $2.2M | 25K |
| Eli Lilly & Co | LLY | Shares | $2.0M | 2K |
| Medtronic Plc | Shares | $1.9M | 22K | |
| Novartis Ag | NVS | Shares | $1.6M | 11K |
| Unilever Plc | UL | Shares | $1.6M | 28K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $926K | 2K |
| Chevron Corporation | CVX | Shares | $724K | 4K |
| Ishares Tr | IWM | Shares | $711K | 3K |
| Dupont De Nemours Inc | DDUSD | Shares | $653K | 14K |
| Howmet Aerospace Inc | HWM | Shares | $576K | 3K |
| Wells Fargo & Co | WFC | Shares | $537K | 7K |
| Ishares Tr | IJH | Shares | $524K | 8K |
| Select Sector Spdr Tr | XLF | Shares | $494K | 10K |
| Carrier Global Corporation | CARR | Shares | $483K | 9K |
| Alphabet Inc | GOOGL | Shares | $437K | 2K |
| Pepsico Inc | PEP | Shares | $419K | 3K |
| Abbvie Inc | ABBV | Shares | $413K | 2K |
| Qnity Electronics Inc | Q | Shares | $378K | 3K |
| Otis Worldwide Corp | OTIS | Shares | $331K | 4K |
| Amazon Com Inc | AMZN | Shares | $292K | 1K |
| Cisco Sys Inc | CSCO | Shares | $283K | 4K |
| Amgen Inc | AMGN | Shares | $264K | 750 |
| Lowes Cos Inc | LOW | Shares | $255K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $240K | 500 |
| Williams Cos Inc | WMB | Shares | $218K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.