13F Insight
DOSSIER · 13F-HR · Q2 2026

Drexel Morgan & Co.

$719M in tracked AUM across 60 positions as of Q2 2026.

DM
CIK 0001508512 · last filed Jun 30, 2026
Total AUM
$719M
as of Q2 2026
Holdings
60
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Drexel Morgan & Co. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
T
AT&T INC
$126M6.1M17.5%02
UPS
UNITED PARCEL SVCS INC
$98M913K13.7%03
JNJ
JOHNSON & JOHNSON
$55M216K7.6%04
JPM
JPMORGAN CHASE & CO
$54M164K7.4%05
IBM
INTERNATIONAL BUSINESS MACHS
$39M140K5.5%06
CLF
CLEVELAND-CLIFFS INC NEW
$38M4.0M5.2%07
KO
COCA COLA CO
$37M456K5.2%08
AXP
AMERICAN EXPRESS CO
$32M96K4.5%09
CAT
CATERPILLAR INC
$30M28K4.1%10
CPB
THE CAMPBELLS COMPANY
$22M1.0M3.1%

Filing history

2026Q2Jun 30
$719M▲ 5.4%
60 positionsView →2026Q1Mar 31
$682M▲ 6.7%
60 positionsView →2025Q4Dec 31
$639M▲ 0.3%
57 positionsView →2025Q3Sep 30
$637M▲ 13.1%
56 positionsView →2025Q2Jun 30
$563M▲ 18.2%
56 positionsLocked2025Q1Mar 31
$476M▼ 1.7%
54 positionsLocked2024Q4Dec 31
$485M▼ 9.9%
55 positionsLocked2024Q3Sep 30
$538M▲ 15.3%
55 positionsLocked2024Q2Jun 30
$467M▼ 4.0%
53 positionsLocked2024Q1Mar 31
$486M▲ 12.3%
52 positionsLocked2023Q4Dec 31
$433M▲ 17.7%
51 positionsLocked2023Q3Sep 30
$368M▼ 4.7%
47 positionsLocked
Showing 12 of 51