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
Holdings in WASH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,064,768 | 300,800 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,888,640 | 300,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,248,120 | 250,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,700,182 | 236,923 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,151,243 | 166,923 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,233,036 | 166,923 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,376,589 | 166,923 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,580,841 | 167,123 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,492,266 | 167,123 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,411,442 | 167,123 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,584,118 | 136,123 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,649,457 | 136,123 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,024,823 | 116,123 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,478,683 | 116,123 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,397,397 | 116,123 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,616,869 | 116,123 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,096,457 | 116,123 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,545,853 | 116,123 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,152,196 | 116,123 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,962,916 | 116,123 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,995,430 | 116,123 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,202,310 | 116,123 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,560,331 | 116,123 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,803,028 | 116,123 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,245,456 | 116,123 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||