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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$140B
$271,000 0.04% of portfolio
1,080
Q1 2024 Added 8.0%
$104B
$205,000 0.03% of portfolio
700
Q4 2024 New
$183B
$211,000 0.03% of portfolio
750
Q1 2025 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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