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Drexel Morgan & Co.

SEC CIK
0001508512
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
53
+1 vs. Q1 2024
Portfolio value
$466.5M
−$19.2M (−4.0%) vs. Q1 2024
Filed
Aug 12, 2024
SEC
Holdings of Drexel Morgan & Co. in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TAT&T Inc.Stock5,123,320$97.9M21.0%+3,860+0.1%AddedHistory
CLFCleveland-Cliffs Inc.COM3,083,995$47.5M10.2%+97,450+3.3%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock4,600,463$34.2M7.3%00.0%UnchangedHistory
JNJJohnson & JohnsonStock216,257$31.6M6.8%00.0%UnchangedHistory
KOCoca Cola CoStock456,411$29.1M6.2%+1000.0%AddedHistory
IBMInternational Business Machines CorpStock139,735$24.2M5.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock113,589$23.0M4.9%00.0%UnchangedHistory
FFord Motor CoStock1,600,000$20.1M4.3%00.0%UnchangedHistory
AXPAmerican Express CoStock70,918$16.4M3.5%00.0%UnchangedHistory
SLBSLB LimitedStock342,412$16.2M3.5%+2,260+0.7%AddedHistory
MSFTMicrosoft CorpStock30,129$13.5M2.9%00.0%UnchangedHistory
CVSCVS Health CorpStock200,165$11.8M2.5%+99,900+99.6%AddedHistory
DEDeere & CoStock28,065$10.5M2.2%+1,979+7.6%AddedHistory
AAPLApple Inc.Stock44,296$9.33M2.0%+194+0.4%AddedHistory
CATCaterpillar IncStock27,886$9.29M2.0%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM68,680$7.91M1.7%+80+0.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF10,436$5.68M1.2%+200+2.0%AddedHistory
PGProcter & Gamble CoStock29,590$4.88M1.0%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM167,123$4.58M1.0%00.0%UnchangedHistory
UNPUnion Pacific CorpStock19,373$4.38M0.9%+1,500+8.4%AddedHistory
MRKMerck & Co., Inc.Stock29,292$3.63M0.8%+413+1.4%AddedHistory
ABTAbbott LaboratoriesStock34,181$3.55M0.8%+547+1.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF6,900$3.31M0.7%00.0%Unchanged–
EMREmerson Electric CoStock29,904$3.29M0.7%00.0%UnchangedHistory
MCDMcDonalds CorpStock12,579$3.21M0.7%+437+3.6%AddedHistory
CLColgate Palmolive CoStock28,820$2.80M0.6%00.0%UnchangedHistory
SHELShell plcADR38,544$2.78M0.6%00.0%UnchangedHistory
MMM3M CoStock23,122$2.36M0.5%+2,000+9.5%AddedHistory
LLYEli Lilly & CoStock2,134$1.93M0.4%00.0%UnchangedHistory
RTXRTX CorpStock18,290$1.84M0.4%00.0%UnchangedHistory
DISWalt Disney CoStock17,586$1.75M0.4%+1,000+6.0%AddedHistory
ULUnilever PLCSPON ADR NEW31,372$1.73M0.4%−350−1.1%ReducedHistory
MDTMedtronic plcStock21,546$1.70M0.4%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM16,012$1.29M0.3%+291+1.9%AddedHistory
HDHome Depot, Inc.Stock3,300$1.14M0.2%00.0%UnchangedHistory
NVSNovartis AGADR9,720$1.03M0.2%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,950$977.5K0.2%+4,750+395.8%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,000$782.3K0.2%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF2,866$581.5K0.1%00.0%Unchanged–
CVXChevron CorpStock3,500$547.5K0.1%+945+37.0%AddedHistory
CARRCarrier Global CorpStock8,578$541.1K0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock2,800$461.8K0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF7,755$453.8K0.1%00.0%Unchanged–
OTISOtis Worldwide CorpStock4,288$412.8K0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF10,000$411.1K0.1%00.0%Unchanged–
WFCWells Fargo & CompanyStock6,747$400.7K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,900$325.9K0.1%+291+18.1%AddedHistory
GOOGLAlphabet Inc.Stock1,520$276.9K0.1%+1,520NewHistory
AMZNAmazon Com IncStock1,400$270.6K0.1%+275+24.4%AddedHistory
LOWLowes Companies IncStock1,080$238.1K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock750$234.3K0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,800$222.4K<0.1%+1,800NewHistory
BRK.BBerkshire Hathaway IncStock500$203.4K<0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Drexel Morgan & Co. sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
KDKyndryl Holdings, Inc.Stock25,984$565.4K0.1%History