Drexel Morgan & Co. Top Holdings and 13F Report (2026) About Drexel Morgan & Co.Investment ActivityDrexel Morgan & Co. has $681.84 million in total holdings as of March 31, 2026.Drexel Morgan & Co. owns shares of 60 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 0.08% of the portfolio was sold this quarter.This quarter, Drexel Morgan & Co. has purchased 57 new stocks and bought additional shares in 4 stocks.Drexel Morgan & Co. sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings AT&T $125,333,047United Parcel Service $79,927,847Johnson & Johnson $52,849,639JPMorgan Chase & Co. $48,121,340CocaCola $34,710,057 Largest New Holdings this Quarter 134429109 - THE CAMPBELLS COMPANY $22,270,000 Holding884903808 - THOMSON REUTERS CORP $2,249,500 Holding969457100 - Williams Companies $218,340 Holding Largest Purchases this Quarter THE CAMPBELLS COMPANY 1,000,000 shares (about $22.27M)United Parcel Service 100,000 shares (about $9.84M)Cleveland-Cliffs 443,056 shares (about $3.74M)THOMSON REUTERS CORP 25,000 shares (about $2.25M)NVIDIA 10,000 shares (about $1.74M) Largest Sales this Quarter Invesco QQQ 400 shares (about $230.87K)SPDR S&P 500 ETF Trust 350 shares (about $227.62K)QNITY ELECTRONICS INC 1,000 shares (about $115.38K) 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$125,333,0470.0%4,323,32018.4%Computer and TechnologyUPSUnited Parcel Service$79,927,847$9,838,000 â–²14.0%812,44011.7%TransportationJNJJohnson & Johnson$52,849,6390.0%216,2077.8%MedicalJPMJPMorgan Chase & Co.$48,121,3400.0%163,5897.1%FinanceKOCocaCola$34,710,0570.0%456,4115.1%Consumer StaplesIBMInternational Business Machines$33,870,3670.0%139,7355.0%Computer and TechnologyAXPAmerican Express$29,013,2770.0%95,9184.3%FinanceCLFCleveland-Cliffs$28,709,931$3,743,823 â–²15.0%3,397,6254.2%Basic MaterialsFFord Motor$24,234,0000.0%2,100,0003.6%Auto/Tires/TrucksTHE CAMPBELLS COMPANY$22,270,000$22,270,000 â–²New Holding1,000,0003.3%COMCATCaterpillar$19,756,1160.0%27,8862.9%IndustrialsSLBSLB$17,750,7230.0%345,4122.6%EnergyMRKMerck & Co., Inc.$15,913,4050.0%132,2922.3%MedicalDEDeere & Company$15,809,0150.0%28,0652.3%IndustrialsXOMExxonMobil$11,652,2490.0%68,6801.7%EnergyDISWalt Disney$11,245,9080.0%116,6831.6%Consumer DiscretionaryAAPLApple$11,241,8820.0%44,2961.6%Computer and TechnologyMSFTMicrosoft$11,152,8520.0%30,1291.6%Computer and TechnologyWASHWashington Trust Bancorp$10,064,7680.0%300,8001.5%FinanceSPYSPDR S&P 500 ETF Trust$6,868,241$227,619 â–¼-3.2%10,5611.0%FinanceVZVerizon Communications$5,271,0000.0%105,0000.8%Computer and TechnologyUNPUnion Pacific$4,700,2770.0%19,3730.7%TransportationPGProcter & Gamble$4,273,9800.0%29,5900.6%Consumer StaplesEMREmerson Electric$3,918,0220.0%29,9040.6%IndustrialsMCDMcDonald's$3,909,4270.0%12,5790.6%Retail/WholesaleNVDANVIDIA$3,801,920$1,744,000 â–²84.7%21,8000.6%Computer and TechnologyQQQInvesco QQQ$3,751,670$230,872 â–¼-5.8%6,5000.6%FinanceRTXRTX$3,721,0410.0%19,2900.5%AerospaceSHELShell$3,584,5920.0%38,5440.5%EnergyABTAbbott Laboratories$3,509,3630.0%34,1810.5%MedicalMMM3M$3,358,0080.0%23,1220.5%Multi-Sector ConglomeratesRSPInvesco S&P 500 Equal Weight ETF$2,920,0630.0%15,2150.4%ETFKDKyndryl$2,624,000$1,312,000 â–²100.0%200,0000.4%Business ServicesCLColgate-Palmolive$2,456,3290.0%28,8200.4%Consumer StaplesTHOMSON REUTERS CORP$2,249,500$2,249,500 â–²New Holding25,0000.3%COMLLYEli Lilly and Company$1,962,7890.0%2,1340.3%MedicalMDTMedtronic$1,866,9610.0%21,5460.3%MedicalNVSNovartis$1,637,4800.0%10,7200.2%MedicalUNILEVER PLC$1,588,3810.0%27,8810.2%SPON ADR NEWHDHome Depot$1,085,3370.0%3,3000.2%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$926,3800.0%2,0000.1%FinanceCVXChevron$724,1500.0%3,5000.1%EnergyIWMiShares Russell 2000 ETF$710,7680.0%2,8660.1%FinanceDDDuPont de Nemours$653,2000.0%14,2620.1%Basic MaterialsHWMHowmet Aerospace$576,1500.0%2,5000.1%AerospaceWFCWells Fargo & Company$537,1290.0%6,7470.1%FinanceIJHiShares Core S&P Mid-Cap ETF$523,6950.0%7,7550.1%ETFXLFFinancial Select Sector SPDR Fund$493,7000.0%10,0000.1%ETFCARRCarrier Global$483,0270.0%8,5780.1%ConstructionGOOGLAlphabet$437,0910.0%1,5200.1%Computer and TechnologyPEPPepsiCo$419,2830.0%2,7000.1%Consumer StaplesABBVAbbVie$413,2310.0%1,9000.1%MedicalQNITY ELECTRONICS INC$377,754$115,380 â–¼-23.4%3,2740.1%COMMON STOCKOTISOtis Worldwide$330,5190.0%4,2880.0%IndustrialsAMZNAmazon.com$291,5780.0%1,4000.0%Retail/WholesaleCSCOCisco Systems$283,2040.0%3,6500.0%Computer and TechnologyAMGNAmgen$263,8880.0%7500.0%MedicalLOWLowe's Companies$255,1820.0%1,0800.0%Retail/WholesaleBRK.BBerkshire Hathaway$239,6000.0%5000.0%FinanceWMBWilliams Companies$218,340$218,340 â–²New Holding3,0000.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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