Drexel Morgan & Co. Portfolio Holdings

Drexel Morgan & Co.

  • $637 Million
  • Q3 2025

Drexel Morgan & Co. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $637 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: At&T Inc. with a value of $116M, Cleveland Cliffs Inc. with a value of $68.3M, United Parcel Service Inc with a value of $59.3M, Jpmorgan Chase & CO with a value of $51.6M, and Johnson & Johnson with a value of $40.1M.

Examining the 13F form we can see an increase of $73.5M in the current position value, from $563M to 637M.

Drexel Morgan & Co. is based out at Radnor, PA

Below you can find more details about Drexel Morgan & Co. portfolio as well as his latest detailed transactions.

Portfolio value $637 Million
Communication Services: $135 Million
Industrials: $102 Million
Financial Services: $91.5 Million
Basic Materials: $69.6 Million
Technology: $66.9 Million
Healthcare: $61.5 Million
Consumer Defensive: $39.4 Million
Consumer Cyclical: $30.9 Million
Other: $39.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$51.6 Million 8.1% of portfolio
163,589
Q2 2025 Added 44.02%
$522B
$40.1 Million 6.3% of portfolio
216,207
Q3 2025 Reduced 0.02%
$266B
$39.4 Million 6.19% of portfolio
139,735
Q2 2023 Added 0.32%
$255B
$31.9 Million 5.0% of portfolio
95,918
Q2 2025 Added 108.89%
$306B
$30.3 Million 4.75% of portfolio
456,411
Q2 2024 Added 0.02%
$3.78T
$15.6 Million 2.45% of portfolio
30,129
Q1 2024 Added 0.37%
$291B
$13.3 Million 2.09% of portfolio
27,886
Q1 2024 Added 0.5%
$4.3T
$11.3 Million 1.77% of portfolio
44,296
Q2 2024 Added 0.44%
$235B
$11.1 Million 1.74% of portfolio
132,292
Q2 2025 Added 351.63%
$490B
$7.74 Million 1.22% of portfolio
68,680
Q2 2024 Added 0.12%
$228B
$4.58 Million 0.72% of portfolio
34,181
Q2 2024 Added 1.63%
$346B
$4.55 Million 0.71% of portfolio
29,590
Q1 2024 Added 0.9%
$224B
$3.82 Million 0.6% of portfolio
12,579
Q2 2024 Added 3.6%
$258B
$3.23 Million 0.51% of portfolio
19,290
Q2 2025 Added 5.47%
$270B
$2.76 Million 0.43% of portfolio
38,544
Q2 2023 Added 2.66%
$971B
$1.63 Million 0.26% of portfolio
2,134
Q4 2023 Added 6.7%
$367B
$1.34 Million 0.21% of portfolio
3,300
Q4 2023 Reduced 2.94%
$303B
$543,000 0.09% of portfolio
3,500
Q2 2024 Added 36.99%
$317B
$565,000 0.09% of portfolio
6,747
Q3 2023 New
$414B
$439,000 0.07% of portfolio
1,900
Q2 2024 Added 18.09%
$1.65T
$369,000 0.06% of portfolio
1,520
Q2 2024 New
$204B
$379,000 0.06% of portfolio
2,700
Q3 2025 Reduced 3.57%
$465B
$335,000 0.05% of portfolio
1,800
Q2 2025 New
$2.39T
$307,000 0.05% of portfolio
1,400
Q2 2024 Added 24.44%
$662B
$251,000 0.04% of portfolio
500
Q1 2024 Reduced 27.85%
$319B
$249,000 0.04% of portfolio
3,650
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $637 Million
  • Prior Value $563 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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