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Drexel Morgan & Co.

SEC CIK
0001508512
Latest filing
Aug 13, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 7, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
45
0 vs. Q1 2023
Portfolio value
$385.5M
−$11.3M (−2.8%) vs. Q1 2023
Filed
Aug 7, 2023
SEC
Holdings of Drexel Morgan & Co. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TAT&T Inc.Stock4,818,884$76.9M19.9%+204,500+4.4%AddedHistory
CLFCleveland-Cliffs Inc.COM2,995,210$50.2M13.0%−3,570−0.1%ReducedHistory
JNJJohnson & JohnsonStock215,697$35.7M9.3%00.0%UnchangedHistory
KOCoca Cola CoStock454,901$27.4M7.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock2,028,459$25.4M6.6%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock139,735$18.7M4.9%+450+0.3%AddedHistory
SLBSLB LimitedStock339,412$16.7M4.3%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock112,950$16.4M4.3%00.0%UnchangedHistory
FFord Motor CoStock1,000,000$15.1M3.9%00.0%UnchangedHistory
MSFTMicrosoft CorpStock30,069$10.2M2.7%00.0%UnchangedHistory
AAPLApple Inc.Stock43,781$8.49M2.2%00.0%UnchangedHistory
CVSCVS Health CorpStock100,000$6.91M1.8%00.0%UnchangedHistory
DEDeere & CoStock16,065$6.51M1.7%00.0%UnchangedHistory
AXPAmerican Express CoStock35,918$6.26M1.6%00.0%UnchangedHistory
XUnited States Steel CorpCOM200,000$5.00M1.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock29,236$4.44M1.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF9,966$4.42M1.1%00.0%UnchangedHistory
CATCaterpillar IncStock17,746$4.37M1.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM37,480$4.02M1.0%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM136,123$3.65M0.9%+20,000+17.2%AddedHistory
UNPUnion Pacific CorpStock17,703$3.62M0.9%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock32,924$3.59M0.9%00.0%UnchangedHistory
MCDMcDonalds CorpStock11,953$3.57M0.9%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock26,123$3.01M0.8%00.0%UnchangedHistory
EMREmerson Electric CoStock29,489$2.67M0.7%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF6,900$2.55M0.7%00.0%Unchanged–
SHELShell plcADR38,544$2.33M0.6%+1,000+2.7%AddedHistory
CLColgate Palmolive CoStock28,145$2.17M0.6%00.0%UnchangedHistory
MDTMedtronic plcStock20,701$1.82M0.5%00.0%UnchangedHistory
RTXRTX CorpStock17,663$1.73M0.4%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW31,372$1.64M0.4%+1,200+4.0%AddedHistory
DISWalt Disney CoStock16,586$1.48M0.4%00.0%UnchangedHistory
MMM3M CoStock11,961$1.20M0.3%+650+5.7%AddedHistory
DDDuPont de Nemours, Inc.COM15,194$1.09M0.3%00.0%UnchangedHistory
HDHome Depot, Inc.Stock3,400$1.06M0.3%00.0%UnchangedHistory
NVSNovartis AGADR9,720$980.8K0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock2,000$938.0K0.2%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,000$687.7K0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock2,500$463.1K0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock8,578$426.4K0.1%00.0%UnchangedHistory
CVXChevron CorpStock2,500$393.4K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock4,288$381.7K0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock25,984$345.1K0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF10,000$337.1K0.1%00.0%Unchanged–
LOWLowes Companies IncStock1,000$225.7K0.1%+1,000NewHistory

Sold out since Q1 2023 (1)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Drexel Morgan & Co. sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
ABBVAbbVie Inc.Stock1,350$215.2K0.1%History