Drexel Morgan & Co. Top Holdings and 13F Report (2025) About Drexel Morgan & Co.Investment ActivityDrexel Morgan & Co. has $476.49 million in total holdings as of March 31, 2025.Drexel Morgan & Co. owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 11.66% of the portfolio was sold this quarter.This quarter, Drexel Morgan & Co. has purchased 55 new stocks and bought additional shares in 4 stocks.Drexel Morgan & Co. sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings AT&T $116,607,490Cleveland-Cliffs $36,078,197Johnson & Johnson $35,864,061International Business Machines $34,746,505Coca-Cola $32,688,156 Largest New Holdings this Quarter 031162100 - Amgen $233,663 Holding Largest Purchases this Quarter United Parcel Service 100,000 shares (about $11.00M)Cleveland-Cliffs 88,680 shares (about $728.95K)Invesco S&P 500 Equal Weight ETF 2,215 shares (about $383.70K)Amgen 750 shares (about $233.66K)SPDR S&P 500 ETF Trust 50 shares (about $27.97K) Largest Sales this Quarter AT&T 1,000,000 shares (about $28.28M)Walt Disney 903 shares (about $89.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDrexel Morgan & Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTAT&T$116,607,490$28,280,000 ▼-19.5%4,123,32024.5%Computer and TechnologyCLFCleveland-Cliffs$36,078,197$728,950 ▲2.1%4,389,0757.6%Basic MaterialsJNJJohnson & Johnson$35,864,0610.0%216,2577.5%MedicalIBMInternational Business Machines$34,746,5050.0%139,7357.3%Computer and TechnologyKOCoca-Cola$32,688,1560.0%456,4116.9%Consumer StaplesJPMJPMorgan Chase & Co.$27,863,3820.0%113,5895.8%FinanceUPSUnited Parcel Service$23,072,052$10,999,000 ▲91.1%209,7654.8%TransportationFFord Motor$21,063,0000.0%2,100,0004.4%Auto/Tires/TrucksSLBSchlumberger$14,312,8220.0%342,4123.0%EnergyDEDeere & Company$13,172,3080.0%28,0652.8%IndustrialsAXPAmerican Express$12,354,2380.0%45,9182.6%FinanceMSFTMicrosoft$11,310,1250.0%30,1292.4%Computer and TechnologyAAPLApple$9,839,4700.0%44,2962.1%Computer and TechnologyCATCaterpillar$9,196,8030.0%27,8861.9%IndustrialsXOMExxon Mobil$8,168,1120.0%68,6801.7%EnergySPYSPDR S&P 500 ETF Trust$5,837,794$27,969 ▲0.5%10,4361.2%FinanceWASHWashington Trust Bancorp$5,151,2440.0%166,9231.1%FinancePGProcter & Gamble$5,042,7280.0%29,5901.1%Consumer StaplesUNPUnion Pacific$4,576,6780.0%19,3731.0%TransportationABTAbbott Laboratories$4,534,1100.0%34,1811.0%MedicalMCDMcDonald's$3,929,3020.0%12,5790.8%Retail/WholesaleMMM3M$3,395,6970.0%23,1220.7%Multi-Sector ConglomeratesEMREmerson Electric$3,278,6750.0%29,9040.7%IndustrialsQQQInvesco QQQ$3,235,5480.0%6,9000.7%FinanceSHELShell$2,824,5040.0%38,5440.6%EnergyCLColgate-Palmolive$2,700,4340.0%28,8200.6%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$2,635,694$383,704 ▲17.0%15,2150.6%ETFMRKMerck & Co., Inc.$2,629,2500.0%29,2920.6%MedicalRTXRTX$2,422,6930.0%18,2900.5%AerospaceMDTMedtronic$1,936,1240.0%21,5460.4%MedicalULUnilever$1,868,2030.0%31,3720.4%Consumer StaplesLLYEli Lilly and Company$1,762,4920.0%2,1340.4%MedicalDISWalt Disney$1,646,612$89,126 ▼-5.1%16,6830.3%Consumer DiscretionaryHDHome Depot$1,209,4170.0%3,3000.3%Retail/WholesaleDDDuPont de Nemours$1,195,7760.0%16,0120.3%Basic MaterialsNVSNovartis$1,083,5860.0%9,7200.2%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$839,7600.0%2,0000.2%FinanceCVXChevron$585,5150.0%3,5000.1%EnergyIWMiShares Russell 2000 ETF$571,7380.0%2,8660.1%FinanceCARRCarrier Global$543,8450.0%8,5780.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$498,1000.0%10,0000.1%ETFWFCWells Fargo & Company$484,3670.0%6,7470.1%FinanceIJHiShares Core S&P Mid-Cap ETF$452,5040.0%7,7550.1%ETFOTISOtis Worldwide$442,5220.0%4,2880.1%ConstructionPEPPepsiCo$419,8320.0%2,8000.1%Consumer StaplesABBVAbbVie$398,0880.0%1,9000.1%MedicalHWMHowmet Aerospace$324,3250.0%2,5000.1%AerospaceAMZNAmazon.com$266,3640.0%1,4000.1%Retail/WholesaleBRK.BBerkshire Hathaway$266,2900.0%5000.1%FinanceLOWLowe's Companies$251,8880.0%1,0800.1%Retail/WholesaleGOOGLAlphabet$235,0530.0%1,5200.0%Computer and TechnologyAMGNAmgen$233,663$233,663 ▲New Holding7500.0%MedicalCSCOCisco Systems$225,2420.0%3,6500.0%Computer and TechnologyADPAutomatic Data Processing$213,8710.0%7000.0%Business ServicesCVSCVS Health$0$26,941,407 ▼-100.0%00.0%MedicalNVDANVIDIA$0$241,722 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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