DM

Drexel Morgan & Co.

13F
Drexel Morgan & Co.
Last update 2025-05-08 54 Stocks (1 new)
Value $476.00 Mil Turnover 3 %
Countries:
Top Holdings: T(24.47%)CLF(7.57%)JNJ(7.53%)IBM(7.29%)KO(6.86%)
Summary Stock Picks Current Portfolio
Drexel Morgan & Co. Top Holdings of 2025-03-31 View Full List
Ticker
T
CLF
JNJ
IBM
KO
JPM
UPS
F
SLB
DE
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
T
AT&T Inc
4,123,320
116,607.5
-19.52%
24.470
-4.70%
0.060
+0.63%
+26.21%
202,052.5
Telecommunication Services
CLF
Cleveland-Cliffs Inc
4,389,075
36,078.2
+2.06%
7.570
+0.15%
0.890
-20.47%
-21.06%
3,670.3
Steel
JNJ
Johnson & Johnson
216,257
35,864.1
0%
7.530
0%
0.010
-5.77%
+7.14%
366,709.6
Drug Manufacturers
IBM
International Business Machines Corp
International Business Machines Corp
139,735
34,746.5
0%
7.290
0%
0.020
+18.45%
+33.54%
269,246.2
Software
KO
Coca-Cola Co
456,411
32,688.2
0%
6.860
0%
0.010
+0.13%
+14.60%
302,719.1
Beverages - Non-Alcoholic
JPM
JPMorgan Chase & Co
113,589
27,863.4
0%
5.850
0%
0.000
+16.43%
+21.13%
797,905.8
Banks
UPS
United Parcel Service Inc
209,765
23,072.0
+91.10%
4.840
+2.31%
0.020
-7.36%
-17.27%
85,679.0
Transportation
F
Ford Motor Co
2,100,000
21,063.0
0%
4.420
0%
0.050
+10.68%
+14.30%
42,946.7
Vehicles & Parts
SLB
Schlumberger Ltd
342,412
14,312.8
0%
3.000
0%
0.030
-18.54%
-9.92%
45,946.2
Oil & Gas
DE
Deere & Co
28,065
13,172.3
0%
2.760
0%
0.010
+7.38%
+21.58%
139,026.4
Farm & Heavy Construction Machinery

Drexel Morgan & Co.'s Historical Top Holdings Breakdowns

Drexel Morgan & Co.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CVS
CVS Health Corp
2025-03-31
Sold Out
Sold Out
-5.56%
●
44.22 ($59.84) 68.64
$68.49
14.46%
Sold Out
0
-600,165
T
AT&T Inc
2025-03-31
Reduce
Reduce
-4.70%
●
21.56 ($25.15) 28.28
$28.08
11.65%
Reduce -19.52%
4,123,320
-1,000,000
UPS
United Parcel Service Inc
2025-03-31
Add
Add
+2.31%
●
109.66 ($119.57) 136.26
$101.18
-15.38%
Add 91.1%
209,765
100,000
CLF
Cleveland-Cliffs Inc
2025-03-31
Add
Add
+0.15%
●
8.22 ($10.16) 12.02
$7.42
-26.97%
Add 2.06%
4,389,075
88,680
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.08%
●
169.43 ($177.82) 182.84
$180.89
1.73%
Add 17.04%
15,215
2,215
AMGN
Amgen Inc
2025-03-31
New Buy
New Buy
+0.05%
●
258.59 ($295.3) 327.36
$277.13
-6.15%
New holding
750
750
NVDA
NVIDIA Corp
2025-03-31
Sold Out
Sold Out
-0.05%
●
106.98 ($126.74) 149.43
$157.75
24.47%
Sold Out
0
-1,800
DIS
The Walt Disney Co
2025-03-31
Reduce
Reduce
-0.02%
●
96.87 ($107.47) 114
$122.34
13.84%
Reduce -5.13%
16,683
-903
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.01%
●
551.42 ($587.78) 612.93
$614.91
4.62%
Add 0.48%
10,436
50
WBD
Warner Bros. Discovery Inc
2024-12-31
Sold Out
Sold Out
-10.12%
●
7.33 ($9.31) 12.49
$11.30
21.43%
Sold Out
0
-6,600,463

Drexel Morgan & Co. Total Holding History ($B)

To

Drexel Morgan & Co.'s Asset Allocation

To

Drexel Morgan & Co. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Drexel Morgan & Co.'s Hypothetical Growth since 2025-03-31

Drexel Morgan & Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Drexel Morgan & Co.'s Holdings Heat Map

Size field:

Drexel Morgan & Co.'s Holdings Bubble Chart

Drexel Morgan & Co. News

  • 1

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