Drexel Morgan & Co.

13F filer · CIK 0001508512

Reported Aug 13, 2026

13F portfolio value$719MU.S. long equity reported on 13F

Positions56Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight73.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202656 positions
TAt&T Inc.	$126M	17.49%	0.09%	+40.5%	Q2 2013
UPSUnited Parcel Service Inc	$98.2M	13.66%	0.13%	+12.4%	Q3 2024
JNJJohnson & Johnson	$54.9M	7.64%	0.01%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$53.5M	7.45%	0.01%	Not reported	Q2 2013
IBMInternational Business Machines Corp	$39.3M	5.47%	0.01%	Not reported	Q2 2013
CLFCleveland-Cliffs Inc.	$37.6M	5.23%	0.70%	+17.7%	Q3 2020
KOCoca Cola Co	$37.1M	5.16%	0.01%	Not reported	Q2 2013
AXPAmerican Express Co	$32.4M	4.51%	0.01%	Not reported	Q2 2013
CATCaterpillar Inc	$29.7M	4.13%	0.01%	Not reported	Q2 2013
CPBCAMPBELL'S Co	$22.3M	3.10%	0.34%	Not reported	Q1 2026
DEDeere & Co	$17.8M	2.48%	0.01%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$17M	2.36%	0.01%	Not reported	Q2 2013
SLBSLB Limited	$16.1M	2.23%	0.02%	Not reported	Q2 2013
AAPLApple Inc.	$12.8M	1.78%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$11.2M	1.56%	0.00%	Not reported	Q2 2013
DISWalt Disney Co	$11.2M	1.56%	0.01%	Not reported	Q2 2013
WASHWashington Trust Bancorp Inc	$11M	1.53%	1.58%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$9.39M	1.31%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$7.89M	1.10%	Not reported	Not reported	Q2 2013
UNPUnion Pacific Corp	$5.27M	0.73%	0.00%	Not reported	Q2 2013
QQQInvesco QQQ Trust, Series 1	$4.79M	0.67%	Not reported	Not reported	Q2 2018
VZVerizon Communications Inc	$4.45M	0.62%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$4.36M	0.61%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$4.34M	0.60%	0.00%	Not reported	Q2 2013
EMREmerson Electric Co	$4.28M	0.60%	0.01%	Not reported	Q2 2013
MMM3m Co	$3.74M	0.52%	0.00%	Not reported	Q2 2013
RTXRTX Corp	$3.66M	0.51%	0.00%	Not reported	Q2 2020
MCDMcdonalds Corp	$3.4M	0.47%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$3.1M	0.43%	0.00%	Not reported	Q2 2013
SHELShell plc	$2.99M	0.42%	0.00%	Not reported	Q1 2022
CLColgate Palmolive Co	$2.64M	0.37%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$2.56M	0.36%	0.00%	Not reported	Q2 2017
KDKyndryl Holdings, Inc.	$2.26M	0.31%	0.09%	Not reported	Q4 2021
TRIThomson Reuters Corp	$2.01M	0.28%	0.01%	-1.5%	Q1 2026
MDTMedtronic plc	$1.69M	0.23%	0.00%	Not reported	Q2 2013
NVSNovartis AG	$1.68M	0.23%	0.00%	Not reported	Q2 2013
ULUnilever PLC	$1.68M	0.23%	0.00%	Not reported	Q3 2013
HDHome Depot, Inc.	$1.16M	0.16%	0.00%	Not reported	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$1.04M	0.15%	Not reported	Not reported	Q2 2013
HWMHowmet Aerospace Inc.	$672K	0.09%	0.00%	Not reported	Q3 2024
DDDuPont de Nemours, Inc.	$644K	0.09%	0.00%	-0.1%	Q2 2019
CARRCARRIER GLOBAL Corp	$629K	0.09%	0.00%	Not reported	Q2 2020
CVXChevron Corp	$580K	0.08%	0.00%	Not reported	Q2 2013
WFCWells Fargo & Company	$558K	0.08%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$543K	0.08%	0.00%	Not reported	Q2 2024
QQnity Electronics, Inc.	$535K	0.07%	0.00%	Not reported	Q4 2025
ABBVAbbVie Inc.	$478K	0.07%	0.00%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$429K	0.06%	0.00%	Not reported	Q4 2013
PEPPepsico Inc	$366K	0.05%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$334K	0.05%	0.00%	Not reported	Q3 2014

Q1 2026Reported May 11, 202656 positions
TAt&T Inc.	$125M	18.38%	0.06%	Not reported	Q2 2013
UPSUnited Parcel Service Inc	$79.9M	11.72%	0.11%	+14.0%	Q3 2024
JNJJohnson & Johnson	$52.8M	7.75%	0.01%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$48.1M	7.06%	0.01%	Not reported	Q2 2013
KOCoca Cola Co	$34.7M	5.09%	0.01%	Not reported	Q2 2013
IBMInternational Business Machines Corp	$33.9M	4.97%	0.01%	Not reported	Q2 2013
AXPAmerican Express Co	$29M	4.26%	0.01%	Not reported	Q2 2013
CLFCleveland-Cliffs Inc.	$28.7M	4.21%	0.60%	+15.0%	Q3 2020
FFord Motor Co	$24.2M	3.55%	0.06%	Not reported	Q1 2017
CPBCAMPBELL'S Co	$22.3M	3.27%	0.34%	New	Q1 2026
CATCaterpillar Inc	$19.8M	2.90%	0.01%	Not reported	Q2 2013
SLBSLB Limited	$17.8M	2.60%	0.02%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$15.9M	2.33%	0.01%	Not reported	Q2 2013
DEDeere & Co	$15.8M	2.32%	0.01%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$11.7M	1.71%	0.00%	Not reported	Q2 2013
DISWalt Disney Co	$11.2M	1.65%	0.01%	Not reported	Q2 2013
AAPLApple Inc.	$11.2M	1.65%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$11.2M	1.64%	0.00%	Not reported	Q2 2013
WASHWashington Trust Bancorp Inc	$10.1M	1.48%	1.58%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$6.87M	1.01%	Not reported	-3.2%	Q2 2013
VZVerizon Communications Inc	$5.27M	0.77%	0.00%	Not reported	Q2 2013
UNPUnion Pacific Corp	$4.7M	0.69%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$4.27M	0.63%	0.00%	Not reported	Q2 2013
EMREmerson Electric Co	$3.92M	0.57%	0.01%	Not reported	Q2 2013
MCDMcdonalds Corp	$3.91M	0.57%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$3.8M	0.56%	0.00%	+84.8%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$3.75M	0.55%	Not reported	-5.8%	Q2 2018
RTXRTX Corp	$3.72M	0.55%	0.00%	Not reported	Q2 2020
SHELShell plc	$3.58M	0.53%	0.00%	Not reported	Q1 2022
ABTAbbott Laboratories	$3.51M	0.51%	0.00%	Not reported	Q2 2013
MMM3m Co	$3.36M	0.49%	0.00%	Not reported	Q2 2013
KDKyndryl Holdings, Inc.	$2.62M	0.38%	0.09%	+100.0%	Q4 2021
CLColgate Palmolive Co	$2.46M	0.36%	0.00%	Not reported	Q2 2013
TRIThomson Reuters Corp	$2.25M	0.33%	0.01%	New	Q1 2026
LLYELI LILLY & Co	$1.96M	0.29%	0.00%	Not reported	Q2 2017
MDTMedtronic plc	$1.87M	0.27%	0.00%	Not reported	Q2 2013
NVSNovartis AG	$1.64M	0.24%	0.00%	Not reported	Q2 2013
ULUnilever PLC	$1.59M	0.23%	0.00%	Not reported	Q3 2013
HDHome Depot, Inc.	$1.09M	0.16%	0.00%	Not reported	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$926K	0.14%	Not reported	Not reported	Q2 2013
CVXChevron Corp	$724K	0.11%	0.00%	Not reported	Q2 2013
DDDuPont de Nemours, Inc.	$653K	0.10%	0.00%	Not reported	Q2 2019
HWMHowmet Aerospace Inc.	$576K	0.08%	0.00%	Not reported	Q3 2024
WFCWells Fargo & Company	$537K	0.08%	0.00%	Not reported	Q2 2013
CARRCARRIER GLOBAL Corp	$483K	0.07%	0.00%	Not reported	Q2 2020
GOOGLAlphabet Inc.	$437K	0.06%	0.00%	Not reported	Q2 2024
PEPPepsico Inc	$419K	0.06%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$413K	0.06%	0.00%	Not reported	Q2 2013
QQnity Electronics, Inc.	$378K	0.06%	0.00%	-23.4%	Q4 2025
OTISOtis Worldwide Corp	$331K	0.05%	0.00%	Not reported	Q2 2020

Q4 2025Reported Feb 12, 202653 positions
TAt&T Inc.	$107M	16.81%	0.06%	+4.9%	Q2 2013
UPSUnited Parcel Service Inc	$70.7M	11.06%	0.10%	+0.4%	Q3 2024
JPMJPMorgan Chase & Co	$52.7M	8.25%	0.01%	Not reported	Q2 2013
JNJJohnson & Johnson	$44.7M	7.00%	0.01%	Not reported	Q2 2013
IBMInternational Business Machines Corp	$41.4M	6.48%	0.01%	Not reported	Q2 2013
CLFCleveland-Cliffs Inc.	$39.2M	6.14%	0.52%	-47.2%	Q3 2020
AXPAmerican Express Co	$35.5M	5.55%	0.01%	Not reported	Q2 2013
KOCoca Cola Co	$31.9M	4.99%	0.01%	Not reported	Q2 2013
FFord Motor Co	$27.6M	4.31%	0.06%	Not reported	Q1 2017
CATCaterpillar Inc	$16M	2.50%	0.01%	Not reported	Q2 2013
MSFTMicrosoft Corp	$14.6M	2.28%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$13.9M	2.18%	0.01%	Not reported	Q2 2013
DISWalt Disney Co	$13.3M	2.08%	0.01%	Not reported	Q2 2013
SLBSLB Limited	$13.3M	2.08%	0.02%	Not reported	Q2 2013
DEDeere & Co	$13.1M	2.05%	0.01%	Not reported	Q2 2013
AAPLApple Inc.	$12M	1.88%	0.00%	Not reported	Q2 2013
WASHWashington Trust Bancorp Inc	$8.89M	1.39%	1.58%	+19.9%	Q2 2013
XOMExxonMobil Holdings Corp	$8.26M	1.29%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$7.44M	1.16%	Not reported	Not reported	Q2 2013
UNPUnion Pacific Corp	$4.48M	0.70%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$4.28M	0.67%	0.00%	Not reported	Q2 2013
VZVerizon Communications Inc	$4.28M	0.67%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$4.24M	0.66%	0.00%	Not reported	Q2 2013
QQQInvesco QQQ Trust, Series 1	$4.24M	0.66%	Not reported	Not reported	Q2 2018
EMREmerson Electric Co	$3.97M	0.62%	0.01%	Not reported	Q2 2013
MCDMcdonalds Corp	$3.84M	0.60%	0.00%	Not reported	Q2 2013
MMM3m Co	$3.7M	0.58%	0.00%	Not reported	Q2 2013
RTXRTX Corp	$3.54M	0.55%	0.00%	Not reported	Q2 2020
SHELShell plc	$2.83M	0.44%	0.00%	Not reported	Q1 2022
KDKyndryl Holdings, Inc.	$2.66M	0.42%	0.04%	Not reported	Q4 2021
LLYELI LILLY & Co	$2.29M	0.36%	0.00%	Not reported	Q2 2017
CLColgate Palmolive Co	$2.28M	0.36%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$2.2M	0.34%	0.00%	+555.6%	Q2 2024
MDTMedtronic plc	$2.07M	0.32%	0.00%	Not reported	Q2 2013
ULUnilever PLC	$1.82M	0.29%	0.00%	+0.1%	Q3 2013
NVSNovartis AG	$1.48M	0.23%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$1.14M	0.18%	0.00%	Not reported	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$961K	0.15%	Not reported	Not reported	Q2 2013
WFCWells Fargo & Company	$629K	0.10%	0.00%	Not reported	Q2 2013
DDDuPont de Nemours, Inc.	$573K	0.09%	0.00%	-10.9%	Q2 2019
CVXChevron Corp	$533K	0.08%	0.00%	Not reported	Q2 2013
HWMHowmet Aerospace Inc.	$513K	0.08%	0.00%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$476K	0.07%	0.00%	Not reported	Q2 2024
CARRCARRIER GLOBAL Corp	$453K	0.07%	0.00%	Not reported	Q2 2020
ABBVAbbVie Inc.	$434K	0.07%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$388K	0.06%	0.00%	Not reported	Q2 2013
OTISOtis Worldwide Corp	$375K	0.06%	0.00%	Not reported	Q2 2020
QQnity Electronics, Inc.	$349K	0.05%	0.00%	-46.6%	Q4 2025
AMZNAmazon Com Inc	$323K	0.05%	0.00%	Not reported	Q3 2014
CSCOCisco Systems, Inc.	$281K	0.04%	0.00%	Not reported	Q4 2013

Q3 2025Reported Nov 12, 202552 positions
TAt&T Inc.	$116M	18.29%	0.06%	Not reported	Q2 2013
CLFCleveland-Cliffs Inc.	$68.3M	10.73%	1.13%	+1.8%	Q3 2020
UPSUnited Parcel Service Inc	$59.3M	9.31%	0.10%	+129.1%	Q3 2024
JPMJPMorgan Chase & Co	$51.6M	8.10%	0.01%	Not reported	Q2 2013
JNJJohnson & Johnson	$40.1M	6.30%	0.01%	0.0%	Q2 2013
IBMInternational Business Machines Corp	$39.4M	6.19%	0.01%	Not reported	Q2 2013
AXPAmerican Express Co	$31.9M	5.00%	0.01%	Not reported	Q2 2013
KOCoca Cola Co	$30.3M	4.75%	0.01%	Not reported	Q2 2013
FFord Motor Co	$25.1M	3.94%	0.06%	Not reported	Q1 2017
MSFTMicrosoft Corp	$15.6M	2.45%	0.00%	Not reported	Q2 2013
DISWalt Disney Co	$13.4M	2.10%	0.01%	Not reported	Q2 2013
CATCaterpillar Inc	$13.3M	2.09%	0.01%	Not reported	Q2 2013
DEDeere & Co	$12.8M	2.02%	0.01%	Not reported	Q2 2013
SLBSLB Limited	$11.9M	1.86%	0.02%	Not reported	Q2 2013
AAPLApple Inc.	$11.3M	1.77%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$11.1M	1.74%	0.01%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$7.74M	1.22%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$7.27M	1.14%	Not reported	Not reported	Q2 2013
WASHWashington Trust Bancorp Inc	$7.25M	1.14%	1.32%	+5.9%	Q2 2013
VZVerizon Communications Inc	$4.61M	0.72%	0.00%	+2000.0%	Q2 2013
UNPUnion Pacific Corp	$4.58M	0.72%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$4.58M	0.72%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$4.55M	0.71%	0.00%	Not reported	Q2 2013
QQQInvesco QQQ Trust, Series 1	$4.14M	0.65%	Not reported	Not reported	Q2 2018
EMREmerson Electric Co	$3.92M	0.62%	0.01%	Not reported	Q2 2013
MCDMcdonalds Corp	$3.82M	0.60%	0.00%	Not reported	Q2 2013
MMM3m Co	$3.59M	0.56%	0.00%	Not reported	Q2 2013
RTXRTX Corp	$3.23M	0.51%	0.00%	Not reported	Q2 2020
SHELShell plc	$2.76M	0.43%	0.00%	Not reported	Q1 2022
CLColgate Palmolive Co	$2.3M	0.36%	0.00%	Not reported	Q2 2013
MDTMedtronic plc	$2.05M	0.32%	0.00%	Not reported	Q2 2013
ULUnilever PLC	$1.86M	0.29%	0.00%	Not reported	Q3 2013
LLYELI LILLY & Co	$1.63M	0.26%	0.00%	Not reported	Q2 2017
NVSNovartis AG	$1.37M	0.22%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$1.34M	0.21%	0.00%	Not reported	Q2 2013
DDDuPont de Nemours, Inc.	$1.25M	0.20%	0.00%	Not reported	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$927K	0.15%	Not reported	Not reported	Q2 2013
WFCWells Fargo & Company	$566K	0.09%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$544K	0.09%	0.00%	Not reported	Q2 2013
CARRCARRIER GLOBAL Corp	$512K	0.08%	0.00%	Not reported	Q2 2020
HWMHowmet Aerospace Inc.	$491K	0.08%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$440K	0.07%	0.00%	Not reported	Q2 2013
OTISOtis Worldwide Corp	$392K	0.06%	0.00%	Not reported	Q2 2020
PEPPepsico Inc	$379K	0.06%	0.00%	-3.6%	Q2 2013
GOOGLAlphabet Inc.	$370K	0.06%	0.00%	Not reported	Q2 2024
NVDANvidia Corp	$336K	0.05%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$307K	0.05%	0.00%	Not reported	Q3 2014
LOWLowes Companies Inc	$271K	0.04%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$251K	0.04%	Not reported	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$250K	0.04%	0.00%	Not reported	Q4 2013

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