13F Insight
DOSSIER · 13F-HR · Q1 2026

Drexel Morgan & Co.

$682M in tracked AUM across 60 positions as of Q1 2026.

DM
CIK 0001508512 · last filed Mar 31, 2026
Total AUM
$682M
as of Q1 2026
Holdings
60
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Drexel Morgan & Co. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
T
AT&T INC
$125M4.3M18.4%02
UPS
UNITED PARCEL SVCS INC
$80M812K11.7%03
JNJ
JOHNSON & JOHNSON
$53M216K7.8%04
JPM
JPMORGAN CHASE & CO
$48M164K7.1%05
KO
COCA COLA CO
$35M456K5.1%06
IBM
INTERNATIONAL BUSINESS MACHS
$34M140K5.0%07
AXP
AMERICAN EXPRESS CO
$29M96K4.3%08
CLF
CLEVELAND-CLIFFS INC NEW
$29M3.4M4.2%09
F
FORD MTR CO
$24M2.1M3.6%10
CPB
THE CAMPBELLS COMPANY
$22M1.0M3.3%

Filing history

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 positionsLocked2023Q2Jun 30
$386M▼ 2.8%
45 positionsLocked
Showing 12 of 50