StockDriftsStockDriftsTop 50 Drexel Morgan & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | 17.49% | 6.08M | $125.8M | +40.52%(+1.75M) | $21.59(+14.52%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 13.66% | 913.5K | $98.2M | +12.43%(+101.03K) | $103.53(-0.58%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 7.64% | 216.2K | $54.9M | +0.00%(+0) | $139.01(+87.37%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 7.45% | 163.6K | $53.5M | +0.00%(+0) | $160.97(+126.57%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 5.47% | 139.7K | $39.3M | +0.00%(+0) | $117.41(+96.46%) | 2026-06-30 | |
| CLF | CLEVELAND-CLIFFS INC NEW | 5.23% | 4.00M | $37.6M | +17.73%(+602.38K) | $11.62(+2.37%) | 2026-06-30 | |
| KO | COCA COLA CO | 5.16% | 456.4K | $37.1M | +0.00%(+0) | $47.51(+84.40%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 4.51% | 95.9K | $32.4M | +0.00%(+0) | $216.82(+56.72%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.13% | 27.9K | $29.7M | +0.00%(+0) | $188.81(+360.50%) | 2026-06-30 | |
| CPB | THE CAMPBELLS COMPANY | 3.1% | 1.00M | $22.3M | +0.00%(+0) | $25.07(-7.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.11% | +44.70% | +7.54% | +43.85% |
| Top 20 Holdings Unweighted | +14.62% | +50.60% | +9.71% | +58.93% |
Drexel Morgan & CO reports $718.83M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are T (17.5%), UPS (13.7%) and JNJ (7.6%). The top 20 holdings account for 90.48% of reported assets. Its disclosed equity book has returned +44.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Drexel Morgan & CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1508512). View Drexel Morgan & CO’s 13F filings on SEC