Drexel Morgan & Co. Top Holdings and 13F Report (2024) → A Silent Invasion of America (From The Freeport Society) (Ad) About Drexel Morgan & Co.Investment ActivityDrexel Morgan & Co. has $485.71 million in total holdings as of March 31, 2024.Drexel Morgan & Co. owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.74% of the portfolio was purchased this quarter.About 0.08% of the portfolio was sold this quarter.This quarter, Drexel Morgan & Co. has purchased 51 new stocks and bought additional shares in 22 stocks.Drexel Morgan & Co. sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings AT&T $90,102,496Cleveland-Cliffs $67,914,033Warner Bros. Discovery $40,162,042Johnson & Johnson $34,209,695Coca-Cola $27,917,107 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $203,244 HoldingAmazon.com $202,928 Holding Largest Purchases this Quarter Warner Bros. Discovery 2,272,245 shares (about $19.84M)Ford Motor 500,000 shares (about $6.64M)iShares Core S&P Mid-Cap ETF 6,342 shares (about $385.21K)Invesco S&P 500 Equal Weight ETF 1,200 shares (about $203.24K)Amazon.com 1,125 shares (about $202.93K) Largest Sales this Quarter Cleveland-Cliffs 3,855 shares (about $87.66K)Berkshire Hathaway 193 shares (about $81.16K) 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$90,102,4960.0%5,119,46018.6%Computer and TechnologyCLFCleveland-Cliffs$67,914,033$87,663 ▼-0.1%2,986,54514.0%Basic MaterialsWBDWarner Bros. Discovery$40,162,042$19,836,699 ▲97.6%4,600,4638.3%Consumer DiscretionaryJNJJohnson & Johnson$34,209,695$25,310 ▲0.1%216,2577.0%MedicalKOCoca-Cola$27,917,107$6,118 ▲0.0%456,3115.7%Consumer StaplesIBMInternational Business Machines$26,683,7960.0%139,7355.5%Computer and TechnologyJPMJPMorgan Chase & Co.$22,751,877$25,038 ▲0.1%113,5894.7%FinanceFFord Motor$21,248,000$6,640,000 ▲45.5%1,600,0004.4%Auto/Tires/TrucksSLBSchlumberger$18,643,7310.0%340,1523.8%Oils/EnergyAXPAmerican Express$16,147,3190.0%70,9183.3%FinanceMSFTMicrosoft$12,675,873$46,279 ▲0.4%30,1292.6%Computer and TechnologyDEDeere & Company$10,714,5640.0%26,0862.2%Industrial ProductsCATCaterpillar$10,218,267$51,300 ▲0.5%27,8862.1%Industrial ProductsCVSCVS Health$7,997,136$13,160 ▲0.2%100,2651.6%Retail/WholesaleXOMExxon Mobil$7,974,0640.0%68,6001.6%Oils/EnergyAAPLApple$7,562,611$25,722 ▲0.3%44,1021.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,354,145$23,538 ▲0.4%10,2361.1%FinancePGProcter & Gamble$4,800,978$42,996 ▲0.9%29,5901.0%Consumer StaplesWASHWashington Trust Bancorp$4,492,2660.0%167,1230.9%FinanceUNPUnion Pacific$4,395,507$41,808 ▲1.0%17,8730.9%TransportationABTAbbott Laboratories$3,822,840$40,577 ▲1.1%33,6340.8%MedicalMRKMerck & Co., Inc.$3,810,5840.0%28,8790.8%MedicalMCDMcDonald's$3,423,437$35,526 ▲1.0%12,1420.7%Retail/WholesaleEMREmerson Electric$3,391,712$47,069 ▲1.4%29,9040.7%Industrial ProductsQQQInvesco QQQ$3,063,6690.0%6,9000.6%FinanceCLColgate-Palmolive$2,595,2410.0%28,8200.5%Consumer StaplesSHELShell$2,583,9900.0%38,5440.5%Oils/EnergyMMM3M$2,240,4110.0%21,1220.5%Multi-Sector ConglomeratesDISWalt Disney$2,029,4630.0%16,5860.4%Consumer DiscretionaryMDTMedtronic$1,877,734$19,173 ▲1.0%21,5460.4%MedicalRTXRTX$1,783,824$61,151 ▲3.5%18,2900.4%AerospaceLLYEli Lilly and Company$1,660,1670.0%2,1340.3%MedicalULUnilever$1,592,1270.0%31,7220.3%Consumer StaplesHDHome Depot$1,265,8800.0%3,3000.3%Retail/WholesaleDDDuPont de Nemours$1,205,329$40,405 ▲3.5%15,7210.2%Basic MaterialsNVSNovartis$940,2160.0%9,7200.2%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$795,5200.0%2,0000.2%FinanceIWMiShares Russell 2000 ETF$602,7200.0%2,8660.1%FinanceKDKyndryl$565,4120.0%25,9840.1%Business ServicesCARRCarrier Global$498,6390.0%8,5780.1%Computer and TechnologyPEPPepsiCo$490,028$35,002 ▲7.7%2,8000.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$471,039$385,213 ▲448.8%7,7550.1%ETFOTISOtis Worldwide$425,6700.0%4,2880.1%ConstructionXLFFinancial Select Sector SPDR Fund$421,2000.0%10,0000.1%ETFCVXChevron$403,026$8,676 ▲2.2%2,5550.1%Oils/EnergyWFCWells Fargo & Company$391,0560.0%6,7470.1%FinanceABBVAbbVie$292,9990.0%1,6090.1%MedicalLOWLowe's Companies$275,108$20,378 ▲8.0%1,0800.1%Retail/WholesaleAMGNAmgen$213,2400.0%7500.0%MedicalBRK.BBerkshire Hathaway$210,260$81,160 ▼-27.8%5000.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$203,244$203,244 ▲New Holding1,2000.0%ETFAMZNAmazon.com$202,928$202,928 ▲New Holding1,1250.0%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$0$218,789 ▼-100.0%00.0%ETF 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.