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Drexel Morgan & Co.

SEC CIK
0001508512
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
60
0 vs. Q1 2026
Portfolio value
$718.8M
+$37.0M (+5.4%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Drexel Morgan & Co. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
TAT&T Inc.Stock6,075,040$125.8M17.5%+1,751,720+40.5%AddedHistory
UPSUnited Parcel Service IncStock913,465$98.2M13.7%+101,025+12.4%AddedHistory
JNJJohnson & JohnsonStock216,207$54.9M7.6%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock163,589$53.5M7.4%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock139,735$39.3M5.5%00.0%UnchangedHistory
CLFCleveland-Cliffs Inc.COM4,000,000$37.6M5.2%+602,375+17.7%AddedHistory
KOCoca Cola CoStock456,411$37.1M5.2%00.0%UnchangedHistory
AXPAmerican Express CoStock95,918$32.4M4.5%00.0%UnchangedHistory
CATCaterpillar IncStock27,886$29.7M4.1%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM1,000,000$22.3M3.1%00.0%UnchangedHistory
DEDeere & CoStock28,065$17.8M2.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock132,292$17.0M2.4%00.0%UnchangedHistory
SLBSLB LimitedStock345,412$16.1M2.2%00.0%UnchangedHistory
AAPLApple Inc.Stock44,296$12.8M1.8%00.0%UnchangedHistory
MSFTMicrosoft CorpStock30,129$11.2M1.6%00.0%UnchangedHistory
DISWalt Disney CoStock116,683$11.2M1.6%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM300,800$11.0M1.5%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM68,680$9.39M1.3%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF10,561$7.89M1.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock19,373$5.27M0.7%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF6,500$4.79M0.7%00.0%Unchanged–
VZVerizon Communications IncStock105,000$4.45M0.6%00.0%UnchangedHistory
NVDANVIDIA CorpStock21,800$4.36M0.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock29,590$4.34M0.6%00.0%UnchangedHistory
EMREmerson Electric CoStock29,904$4.28M0.6%00.0%UnchangedHistory
MMM3M CoStock23,122$3.74M0.5%00.0%UnchangedHistory
RTXRTX CorpStock19,290$3.66M0.5%00.0%UnchangedHistory
MCDMcDonalds CorpStock12,579$3.40M0.5%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT15,215$3.24M0.5%00.0%Unchanged–
ABTAbbott LaboratoriesStock34,181$3.10M0.4%00.0%UnchangedHistory
SHELShell plcADR38,544$2.99M0.4%00.0%UnchangedHistory
CLColgate Palmolive CoStock28,820$2.64M0.4%00.0%UnchangedHistory
LLYEli Lilly & CoStock2,134$2.56M0.4%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock200,000$2.26M0.3%00.0%UnchangedHistory
TRIThomson Reuters CorpStock24,614$2.01M0.3%+24,614NewHistory
MDTMedtronic plcStock21,546$1.69M0.2%00.0%UnchangedHistory
NVSNovartis AGADR10,720$1.68M0.2%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW27,881$1.68M0.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock3,300$1.16M0.2%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,000$1.04M0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF2,866$861.1K0.1%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock2,500$672.1K0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.Stock4,751$644.4K0.1%00.0%UnchangedConverted for a 1-for-3 splitHistory
CARRCarrier Global CorpStock8,578$629.2K0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF7,755$598.0K0.1%00.0%Unchanged–
CVXChevron CorpStock3,500$580.2K0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock6,747$557.6K0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock1,520$543.2K0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF10,000$536.1K0.1%00.0%Unchanged–
QQnity Electronics, Inc.COMMON STOCK3,274$534.7K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,900$478.1K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock3,650$428.7K0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock2,700$365.6K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock1,400$333.7K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock4,288$307.0K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock2,000$279.3K<0.1%+2,000NewHistory
AMGNAmgen IncStock750$271.6K<0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock500$250.2K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock1,080$238.1K<0.1%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM3,000$223.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Drexel Morgan & Co. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
FFord Motor CoStock2,100,000$24.2M3.6%History
TRIThomson Reuters CorpCOM NO PAR25,000$2.25M0.3%History