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Drexel Morgan & Co.

Portfolio Manager
Drexel Morgan & Co.
Performance
+0.57% (2026 Q1)
AUM (13F)
$681.84M
# of Holdings
60
Performance Rank
Allocation (Top 20)
89.55%

Drexel Morgan & Co. Holdings Map

Top 50 Drexel Morgan & Co. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
T
AT&T INC
18.38%4.32M$125.3M
+0.00%(+0)
2025-Q1: 4.12M shares2025-Q2: 4.12M shares2025-Q3: 4.12M shares2025-Q4: 4.32M shares2026-Q1: 4.32M shares
$20.32(+1.28%)
2026-03-31
UPS
UNITED PARCEL SVCS INC
11.72%812.4K$79.9M
+14.04%(+100.00K)
2025-Q1: 209.8K shares2025-Q2: 309.8K shares2025-Q3: 709.8K shares2025-Q4: 712.4K shares2026-Q1: 812.4K shares
$103.82(+6.59%)
2026-03-31
JNJ
JOHNSON & JOHNSON
7.75%216.2K$52.8M
+0.00%(+0)
2025-Q1: 216.3K shares2025-Q2: 216.3K shares2025-Q3: 216.2K shares2025-Q4: 216.2K shares2026-Q1: 216.2K shares
$139.01(+89.23%)
2026-03-31
JPM
JPMORGAN CHASE & CO
7.06%163.6K$48.1M
+0.00%(+0)
2025-Q1: 113.6K shares2025-Q2: 163.6K shares2025-Q3: 163.6K shares2025-Q4: 163.6K shares2026-Q1: 163.6K shares
$160.97(+107.78%)
2026-03-31
KO
COCA COLA CO
5.09%456.4K$34.7M
+0.00%(+0)
2025-Q1: 456.4K shares2025-Q2: 456.4K shares2025-Q3: 456.4K shares2025-Q4: 456.4K shares2026-Q1: 456.4K shares
$47.51(+77.11%)
2026-03-31
IBM
INTERNATIONAL BUSINESS MACHS
4.97%139.7K$33.9M
+0.00%(+0)
2025-Q1: 139.7K shares2025-Q2: 139.7K shares2025-Q3: 139.7K shares2025-Q4: 139.7K shares2026-Q1: 139.7K shares
$117.41(+146.58%)
2026-03-31
AXP
AMERICAN EXPRESS CO
4.26%95.9K$29.0M
+0.00%(+0)
2025-Q1: 45.9K shares2025-Q2: 95.9K shares2025-Q3: 95.9K shares2025-Q4: 95.9K shares2026-Q1: 95.9K shares
$218.51(+61.07%)
2026-03-31
CLF
CLEVELAND-CLIFFS INC NEW
4.21%3.40M$28.7M
+15.00%(+443.06K)
2025-Q1: 4.39M shares2025-Q2: 5.50M shares2025-Q3: 5.60M shares2025-Q4: 2.95M shares2026-Q1: 3.40M shares
$12.13(-18.74%)
2026-03-31
F
FORD MTR CO
3.55%2.10M$24.2M
+0.00%(+0)
2025-Q1: 2.10M shares2025-Q2: 2.10M shares2025-Q3: 2.10M shares2025-Q4: 2.10M shares2026-Q1: 2.10M shares
$11.59(+15.29%)
2026-03-31
CPB
THE CAMPBELLS COMPANY
3.27%1.00M$22.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.00M shares
$25.07(-6.98%)
2026-03-31

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