EdgeMarket › What Drexel Morgan & Co. reported owning
What Drexel Morgan & Co. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
681.8MPositions
60Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| T AT&T INC. | 125.3M | 18.4% | 4.3M | 25.29 | -13.6% |
| UPS UNITED PARCEL SERVICE INC | 79.9M | 11.7% | 812.4K | 102.01 | +17.3% |
| JNJ JOHNSON & JOHNSON | 52.8M | 7.8% | 216.2K | 270.24 | +51.1% |
| JPM JPMORGAN CHASE & CO | 48.1M | 7.1% | 163.6K | 351.58 | +20.3% |
| KO COCA COLA CO | 34.7M | 5.1% | 456.4K | 91.10 | +28.9% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 33.9M | 5.0% | 139.7K | 235.68 | -2.8% |
| AXP AMERICAN EXPRESS CO | 29.0M | 4.3% | 95.9K | 336.00 | +8.9% |
| CLF CLEVELAND-CLIFFS INC. | 28.7M | 4.2% | 3.4M | 11.27 | +10.3% |
| F FORD MOTOR CO | 24.2M | 3.6% | 2.1M | 14.41 | +25.4% |
| CPB CAMPBELL'S Co | 22.3M | 3.3% | 1.0M | 23.95 | -26.1% |
| CAT CATERPILLAR INC | 19.8M | 2.9% | 27.9K | 827.90 | +96.8% |
| SLB SLB LIMITED/NV | 17.8M | 2.6% | 345.4K | 53.87 | +61.5% |
| MRK Merck & Co., Inc. | 15.9M | 2.3% | 132.3K | 152.55 | +80.2% |
| DE DEERE & CO | 15.8M | 2.3% | 28.1K | 647.47 | +31.4% |
| XOM ExxonMobil Holdings Corp | 11.7M | 1.7% | 68.7K | 165.11 | +52.1% |
| DIS Walt Disney Co | 11.2M | 1.6% | 116.7K | 107.78 | -7.9% |
| AAPL Apple Inc. | 11.2M | 1.6% | 44.3K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 11.2M | 1.6% | 30.1K | 483.24 | -4.4% |
| WASH WASHINGTON TRUST BANCORP INC | 10.1M | 1.5% | 300.8K | 39.71 | +40.3% |
| SPY SPDR S&P 500 ETF TRUST | 6.9M | 1.0% | 10.6K | 765.72 | +20.0% |
| VZ VERIZON COMMUNICATIONS INC | 5.3M | 0.8% | 105.0K | 49.45 | +9.7% |
| UNP UNION PACIFIC CORP | 4.7M | 0.7% | 19.4K | 308.05 | +36.5% |
| PG PROCTER & GAMBLE Co | 4.3M | 0.6% | 29.6K | 144.68 | -9.3% |
| EMR EMERSON ELECTRIC CO | 3.9M | 0.6% | 29.9K | 157.26 | +20.1% |
| MCD MCDONALDS CORP | 3.9M | 0.6% | 12.6K | 270.95 | -13.5% |
| NVDA NVIDIA CORP | 3.8M | 0.6% | 21.8K | 214.72 | +22.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 3.8M | 0.6% | 6.5K | 713.44 | +26.1% |
| RTX RTX Corp | 3.7M | 0.5% | 19.3K | 209.91 | +34.1% |
| SHEL Shell plc | 3.6M | 0.5% | 38.5K | 93.33 | +29.5% |
| ABT ABBOTT LABORATORIES | 3.5M | 0.5% | 34.2K | 116.64 | -11.9% |
| MMM 3M CO | 3.4M | 0.5% | 23.1K | 178.96 | +15.6% |
| RSP Invesco S&P 500 Equal Weight ETF | 2.9M | 0.4% | 15.2K | 221.67 | +18.8% |
| KD Kyndryl Holdings, Inc. | 2.6M | 0.4% | 200.0K | 12.55 | -58.6% |
| CL COLGATE PALMOLIVE CO | 2.5M | 0.4% | 28.8K | 91.08 | +5.8% |
| TRI THOMSON REUTERS CORP /CAN/ | 2.2M | 0.3% | 25.0K | 105.53 | -40.9% |
| LLY ELI LILLY & Co | 2.0M | 0.3% | 2.1K | 1,255.40 | +78.0% |
| MDT Medtronic plc | 1.9M | 0.3% | 21.5K | 93.35 | +0.1% |
| NVS NOVARTIS AG | 1.6M | 0.2% | 10.7K | 158.86 | +24.8% |
| UL UNILEVER PLC | 1.6M | 0.2% | 27.9K | 64.14 | -10.3% |
| HD HOME DEPOT, INC. | 1.1M | 0.2% | 3.3K | 335.61 | -16.5% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 926.4K | 0.1% | 2.0K | 532.22 | +18.4% |
| CVX CHEVRON CORP | 724.1K | 0.1% | 3.5K | 205.27 | +34.0% |
| IWM iShares Russell 2000 ETF | 710.8K | 0.1% | 2.9K | 299.96 | +33.1% |
| DD DuPont de Nemours, Inc. | 653.2K | 0.1% | 14.3K | 138.33 | -38.1% |
| HWM Howmet Aerospace Inc. | 576.1K | 0.1% | 2.5K | 271.68 | +58.0% |
| WFC WELLS FARGO & COMPANY/MN | 537.1K | 0.1% | 6.7K | 83.84 | +7.3% |
| IJH iShares Core S&P Mid-Cap ETF | 523.7K | 0.1% | 7.8K | 76.77 | +20.8% |
| XLF State Street Financial Select Sector SPDR ETF | 493.7K | 0.1% | 10.0K | 57.48 | +8.7% |
| CARR CARRIER GLOBAL Corp | 483.0K | 0.1% | 8.6K | 60.37 | -9.7% |
| GOOGL Alphabet Inc. | 437.1K | 0.1% | 1.5K | 344.82 | +73.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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