Drexel Morgan & Co.
CIK 1508512
13F filing for Q2 2026・No. 3,163
- Holdings
- US$718.83M
- Quarter change
- +US$36.99M
- Entries
- 60
- Net bought (estimate)
- +US$28.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 3
- Cut 0
- Added 3
- Corporate actions 2
- Unchanged 54
Largest holdings
60 stocks worth US$718.83M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TAT&T INCCOM | Added | 6,075,040 | US$125.75M | 17.49% |
| UPSUNITED PARCEL SVCS INCCL B | Added | 913,465 | US$98.2M | 13.66% |
| JNJJOHNSON & JOHNSONCOM | Unchanged | 216,207 | US$54.91M | 7.64% |
| JPMJPMORGAN CHASE & COCOM | Unchanged | 163,589 | US$53.55M | 7.45% |
| INTERNATIONAL BUSINESS MACHSCOM | Unchanged | 139,735 | US$39.29M | 5.47% |
| CLFCLEVELAND-CLIFFS INC NEWCOM | Added | 4,000,000 | US$37.56M | 5.23% |
| KOCOCA COLA COCOM | Unchanged | 456,411 | US$37.09M | 5.16% |
| AXPAMERICAN EXPRESS COCOM | Unchanged | 95,918 | US$32.44M | 4.51% |
| CATCATERPILLAR INCCOM | Unchanged | 27,886 | US$29.7M | 4.13% |
| CPBTHE CAMPBELLS COMPANYCOM | Unchanged | 1,000,000 | US$22.27M | 3.10% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.