Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Drexel Morgan & Co. (CIK 1508512) reported $681.8M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: T ($125.3M, 18.38%), UPS ($79.9M, 11.72%), JNJ ($52.8M, 7.75%), JPM ($48.1M, 7.06%), KO ($34.7M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | T | AT&T INC | $125.3M | 18.38% | 4.3M | Hold |
| 2 | UPS | UNITED PARCEL SVCS INC | $79.9M | 11.72% | 812,440 | Added |
| 3 | JNJ | JOHNSON & JOHNSON | $52.8M | 7.75% | 216,207 | Hold |
| 4 | JPM | JPMORGAN CHASE & CO | $48.1M | 7.06% | 163,589 | Hold |
| 5 | KO | COCA COLA CO | $34.7M | 5.09% | 456,411 | Hold |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | $33.9M | 4.97% | 139,735 | Hold |
| 7 | AXP | AMERICAN EXPRESS CO | $29.0M | 4.26% | 95,918 | Hold |
| 8 | CLF | CLEVELAND-CLIFFS INC NEW | $28.7M | 4.21% | 3.4M | Added |
| 9 | F | FORD MTR CO | $24.2M | 3.55% | 2.1M | Hold |
| 10 | CPB | THE CAMPBELLS COMPANY | $22.3M | 3.27% | 1.0M | New |
| 11 | CAT | CATERPILLAR INC | $19.8M | 2.90% | 27,886 | Hold |
| 12 | SLB | SLB LIMITED | $17.8M | 2.60% | 345,412 | Hold |
| 13 | MRK | MERCK & CO INC | $15.9M | 2.33% | 132,292 | Hold |
| 14 | DE | DEERE & CO | $15.8M | 2.32% | 28,065 | Hold |
| 15 | XOM | EXXON MOBIL CORP | $11.7M | 1.71% | 68,680 | Hold |
| 16 | DIS | DISNEY WALT CO | $11.2M | 1.65% | 116,683 | Hold |
| 17 | AAPL | APPLE INC | $11.2M | 1.65% | 44,296 | Hold |
| 18 | MSFT | MICROSOFT CORP | $11.2M | 1.64% | 30,129 | Hold |
| 19 | WASH | WASHINGTON TR BANCORP INC | $10.1M | 1.48% | 300,800 | Hold |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $6.9M | 1.01% | 10,561 | Trimmed |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $5.3M | 0.77% | 105,000 | Hold |
| 22 | UNP | UNION PAC CORP | $4.7M | 0.69% | 19,373 | Hold |
| 23 | PG | PROCTER & GAMBLE CO | $4.3M | 0.63% | 29,590 | Hold |
| 24 | EMR | EMERSON ELEC CO | $3.9M | 0.57% | 29,904 | Hold |
| 25 | MCD | MCDONALDS CORP | $3.9M | 0.57% | 12,579 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31