Drexel Morgan & Co.
Top Portfolio Positions
55 positions ·
$676,954,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| T |
At&T Inc.
Communication Services
|
4,323,320 | $125,333,046 | 18.51% | |
| UPS |
United Parcel Service Inc
Industrials
|
812,440 | $79,927,847 | 11.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
216,207 | $52,849,639 | 7.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
163,589 | $48,121,340 | 7.11% | |
| KO |
Coca Cola Co
Consumer Defensive
|
456,411 | $34,710,056 | 5.13% | |
| IBM |
International Business Machines Corp
Technology
|
139,735 | $33,870,366 | 5.00% | |
| AXP |
American Express Co
Financial Services
|
95,918 | $29,013,276 | 4.29% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
3,397,625 | $28,709,931 | 4.24% | |
| F |
Ford Motor Co
Consumer Cyclical
|
2,100,000 | $24,234,000 | 3.58% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
1,000,000 | $22,270,000 | 3.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UPS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,927,847 | 812,440 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $70,666,923 | 712,440 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,286,670 | 709,765 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,267,679 | 309,765 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,072,052 | 209,765 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,841,366 | 109,765 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,965,360 | 109,765 | Shares | Sole | 2024-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||