Drexel Morgan & Co. Top Holdings and 13F Report (2026) About Drexel Morgan & Co.Investment ActivityDrexel Morgan & Co. has $718.83 million in total holdings as of June 30, 2026.Drexel Morgan & Co. owns shares of 60 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 7.75% of the portfolio was purchased this quarter.About 3.78% of the portfolio was sold this quarter.This quarter, Drexel Morgan & Co. has purchased 60 new stocks and bought additional shares in 3 stocks.Drexel Morgan & Co. sold shares of 0 stocks and completely divested from 3 stocks this quarter.Largest Holdings AT&T $125,753,328United Parcel Service $98,197,488Johnson & Johnson $54,910,092JPMorgan Chase & Co. $53,547,587International Business Machines $39,294,879 Largest New Holdings this Quarter 884903881 - THOMSON REUTERS CORP $2,010,225 Holding26614N201 - DUPONT DE NEMOURS INC $644,425 Holding458140100 - Intel $279,260 Holding Largest Purchases this Quarter AT&T 1,751,720 shares (about $36.26M)United Parcel Service 101,025 shares (about $10.86M)Cleveland-Cliffs 602,375 shares (about $5.66M)THOMSON REUTERS CORP 24,614 shares (about $2.01M)DUPONT DE NEMOURS INC 4,751 shares (about $644.43K) 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$125,753,328$36,260,604 â–²40.5%6,075,04017.5%Communication ServicesUPSUnited Parcel Service$98,197,488$10,860,188 â–²12.4%913,46513.7%IndustrialsJNJJohnson & Johnson$54,910,0920.0%216,2077.6%HealthcareJPMJPMorgan Chase & Co.$53,547,5870.0%163,5897.4%FinanceIBMInternational Business Machines$39,294,8790.0%139,7355.5%TechnologyCLFCleveland-Cliffs$37,560,000$5,656,301 â–²17.7%4,000,0005.2%MaterialsKOCocaCola$37,092,5220.0%456,4115.2%Consumer StaplesAXPAmerican Express$32,444,2640.0%95,9184.5%FinanceCATCaterpillar$29,695,8010.0%27,8864.1%IndustrialsTHE CAMPBELLS COMPANY$22,270,0000.0%1,000,0003.1%COMDEDeere & Company$17,802,4710.0%28,0652.5%IndustrialsMRKMerck & Co., Inc.$16,999,5220.0%132,2922.4%HealthcareSLBSLB$16,058,2040.0%345,4122.2%EnergyAAPLApple$12,817,4910.0%44,2961.8%TechnologyMSFTMicrosoft$11,238,7200.0%30,1291.6%TechnologyDISWalt Disney$11,230,7390.0%116,6831.6%Communication ServicesWASHWashington Trust Bancorp$10,973,1840.0%300,8001.5%FinanceXOMExxonMobil$9,389,9300.0%68,6801.3%EnergySPYSPDR S&P 500 ETF Trust$7,886,6380.0%10,5611.1%ETFUNPUnion Pacific$5,269,4560.0%19,3730.7%IndustrialsQQQInvesco QQQ$4,786,6000.0%6,5000.7%ETFVZVerizon Communications$4,445,7000.0%105,0000.6%Communication ServicesNVDANVIDIA$4,361,9620.0%21,8000.6%TechnologyPGProcter & Gamble$4,339,0780.0%29,5900.6%Consumer StaplesEMREmerson Electric$4,280,7580.0%29,9040.6%IndustrialsMMM3M$3,743,6830.0%23,1220.5%IndustrialsRTXRTX$3,659,8920.0%19,2900.5%IndustrialsMCDMcDonald's$3,400,2290.0%12,5790.5%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$3,237,2960.0%15,2150.5%ETFABTAbbott Laboratories$3,101,5840.0%34,1810.4%HealthcareSHELShell$2,988,7020.0%38,5440.4%EnergyCLColgate-Palmolive$2,642,2180.0%28,8200.4%Consumer StaplesLLYEli Lilly and Company$2,559,5840.0%2,1340.4%HealthcareKDKyndryl$2,262,0000.0%200,0000.3%TechnologyTHOMSON REUTERS CORP$2,010,225$2,010,225 â–²New Holding24,6140.3%COMMDTMedtronic$1,685,5440.0%21,5460.2%HealthcareNVSNovartis$1,680,0380.0%10,7200.2%HealthcareUNILEVER PLC$1,676,2060.0%27,8810.2%SPON ADR NEWHDHome Depot$1,163,8440.0%3,3000.2%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$1,044,7800.0%2,0000.1%ETFIWMiShares Russell 2000 ETF$861,0900.0%2,8660.1%ETFHWMHowmet Aerospace$672,1500.0%2,5000.1%IndustrialsDUPONT DE NEMOURS INC$644,425$644,425 â–²New Holding4,7510.1%COMMON STOCKCARRCarrier Global$629,1960.0%8,5780.1%IndustrialsIJHiShares Core S&P Mid-Cap ETF$597,9880.0%7,7550.1%ETFCVXChevron$580,1600.0%3,5000.1%EnergyWFCWells Fargo & Company$557,5720.0%6,7470.1%FinanceGOOGLAlphabet$543,2020.0%1,5200.1%Communication ServicesXLFFinancial Select Sector SPDR Fund$536,1000.0%10,0000.1%ETFQNITY ELECTRONICS INC$534,6770.0%3,2740.1%COMMON STOCKABBVAbbVie$478,1160.0%1,9000.1%HealthcareCSCOCisco Systems$428,7290.0%3,6500.1%TechnologyPEPPepsiCo$365,5800.0%2,7000.1%Consumer StaplesAMZNAmazon.com$333,6760.0%1,4000.0%Consumer DiscretionaryOTISOtis Worldwide$307,0210.0%4,2880.0%IndustrialsINTCIntel$279,260$279,260 â–²New Holding2,0000.0%TechnologyAMGNAmgen$271,5900.0%7500.0%HealthcareBRK.BBerkshire Hathaway$250,1950.0%5000.0%FinanceLOWLowe's Companies$238,1290.0%1,0800.0%Consumer DiscretionaryWMBWilliams Companies$223,0200.0%3,0000.0%EnergyFFord Motor$0$24,234,000 â–¼-100.0%00.0%Consumer DiscretionaryTHOMSON REUTERS CORP$0$2,249,500 â–¼-100.0%00.0%COMDDDuPont de Nemours$0$653,200 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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