Funds › Drexel Morgan & Co.
Drexel Morgan & Co.
13F for Q3 2026, filed Nov 13, 2026. 60 positions worth $747.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | T AT&T Inc. | 6.08M | $148.5M | 19.9% | +0.2% | 13F ↗ |
| 2 | UPS United Parcel Service, Inc. | 1.01M | $94.7M | 12.7% | +10.9% | 13F ↗ |
| 3 | JNJ Johnson & Johnson | 216,207 | $57.2M | 7.7% | Unchanged | 13F ↗ |
| 4 | JPM JPMorgan Chase & Co. | 163,589 | $54.1M | 7.2% | Unchanged | 13F ↗ |
| 5 | CLF Cleveland-Cliffs Inc. | 4.00M | $44.0M | 5.9% | Unchanged | 13F ↗ |
| 6 | KO Coca-Cola Company | 456,411 | $39.3M | 5.3% | Unchanged | 13F ↗ |
| 7 | IBM International Business Machines Corporation | 160,735 | $35.4M | 4.7% | +15.0% | 13F ↗ |
| 8 | AXP American Express Company | 95,918 | $29.2M | 3.9% | Unchanged | 13F ↗ |
| 9 | CAT Caterpillar, Inc. | 27,886 | $22.6M | 3.0% | Unchanged | 13F ↗ |
| 10 | CPB The Campbell's Company | 1.00M | $19.8M | 2.7% | Unchanged | 13F ↗ |
| 11 | MRK Merck & Company, Inc. | 132,292 | $19.2M | 2.6% | Unchanged | 13F ↗ |
| 12 | DE Deere & Company | 28,065 | $18.8M | 2.5% | Unchanged | 13F ↗ |
| 13 | SLB SLB Limited | 345,537 | $16.8M | 2.3% | Unchanged | 13F ↗ |
| 14 | MSFT Microsoft Corporation | 30,129 | $15.5M | 2.1% | Unchanged | 13F ↗ |
| 15 | AAPL Apple Inc. | 44,296 | $14.8M | 2.0% | Unchanged | 13F ↗ |
| 16 | DIS Walt Disney Company | 117,333 | $12.3M | 1.6% | +0.6% | 13F ↗ |
| 17 | WASH Washington Trust Bancorp, Inc. | 300,800 | $11.4M | 1.5% | Unchanged | 13F ↗ |
| 18 | XOM ExxonMobil Holdings Corporation | 68,680 | $11.2M | 1.5% | New | 13F ↗ |
| 19 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 10,561 | $8.1M | 1.1% | Unchanged | 13F ↗ |
| 20 | UNP Union Pacific Corporation | 19,373 | $5.3M | 0.7% | Unchanged | 13F ↗ |
| 21 | NVDA NVIDIA Corporation | 21,800 | $5.0M | 0.7% | Unchanged | 13F ↗ |
| 22 | VZ Verizon Communications Inc. | 105,000 | $4.8M | 0.6% | Unchanged | 13F ↗ |
| 23 | Invesco Qqq Tr | 6,500 | $4.8M | 0.6% | Unchanged | 13F ↗ |
| 24 | EMR Emerson Electric Company | 29,904 | $4.6M | 0.6% | Unchanged | 13F ↗ |
| 25 | PG Procter & Gamble Company | 29,590 | $4.3M | 0.6% | Unchanged | 13F ↗ |
| 26 | MMM 3M Company | 23,122 | $3.8M | 0.5% | Unchanged | 13F ↗ |
| 27 | SHEL Shell PLC · ADR | 38,544 | $3.7M | 0.5% | Unchanged | 13F ↗ |
| 28 | RTX RTX Corporation | 19,290 | $3.6M | 0.5% | Unchanged | 13F ↗ |
| 29 | ABT Abbott Laboratories | 34,181 | $3.4M | 0.5% | Unchanged | 13F ↗ |
| 30 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 15,215 | $3.2M | 0.4% | Unchanged | 13F ↗ |
| 31 | MCD McDonald's Corporation | 12,579 | $2.9M | 0.4% | Unchanged | 13F ↗ |
| 32 | LLY Eli Lilly and Company | 2,134 | $2.5M | 0.3% | Unchanged | 13F ↗ |
| 33 | CL Colgate-Palmolive Company | 28,820 | $2.5M | 0.3% | Unchanged | 13F ↗ |
| 34 | TRI Thomson Reuters Corp | 24,614 | $2.4M | 0.3% | Unchanged | 13F ↗ |
| 35 | KD Kyndryl Holdings, Inc. | 200,000 | $2.3M | 0.3% | Unchanged | 13F ↗ |
| 36 | MDT Medtronic plc. | 21,946 | $1.9M | 0.3% | +1.9% | 13F ↗ |
| 37 | UL Unilever PLC · ADR | 27,881 | $1.7M | 0.2% | Unchanged | 13F ↗ |
| 38 | NVS Novartis AG · ADR | 10,720 | $1.5M | 0.2% | Unchanged | 13F ↗ |
| 39 | DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 2,000 | $1.0M | 0.1% | Unchanged | 13F ↗ |
| 40 | HD Home Depot, Inc. | 3,300 | $938.8K | 0.1% | Unchanged | 13F ↗ |
| 41 | iShares Tr Etf | 2,866 | $796.4K | 0.1% | Unchanged | 13F ↗ |
| 42 | CVX Chevron Corporation | 3,500 | $714.7K | 0.1% | Unchanged | 13F ↗ |
| 43 | DD DuPont de Nemours, Inc. | 4,751 | $617.1K | 0.1% | Unchanged | 13F ↗ |
| 44 | HWM Howmet Aerospace Inc. | 2,500 | $565.5K | 0.1% | Unchanged | 13F ↗ |
| 45 | iShares Tr Core S&P Mcp Etf | 7,755 | $558.0K | 0.1% | Unchanged | 13F ↗ |
| 46 | WFC Wells Fargo & Company | 6,747 | $540.1K | 0.1% | Unchanged | 13F ↗ |
| 47 | Select Sector Spdr Tr St Str Finl Etf | 10,000 | $534.0K | 0.1% | Unchanged | 13F ↗ |
| 48 | GOOGL Alphabet Inc. Class A | 1,520 | $523.0K | 0.1% | Unchanged | 13F ↗ |
| 49 | ABBV AbbVie Inc. | 1,900 | $497.0K | 0.1% | Unchanged | 13F ↗ |
| 50 | CARR Carrier Global Corporation | 8,578 | $470.6K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
2 new, 6 added to, 0 trimmed, 2 exited, 52 unchanged. By estimated dollars.
New positions (2)
Added to (6)
Trimmed (0)
None this quarter.
Exited (2)
| Exxon Mobil Corp | 68,680 | Exited | -$9.4M |
| LOW Lowe's Companies, Inc. | 1,080 | Exited | -$238.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 60 | $747.7M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 60 | $718.8M | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 60 | $681.8M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 57 | $638.9M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 56 | $636.7M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 56 | $563.2M | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 54 | $476.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer