Drexel Morgan & Co. Portfolio Holdings

Drexel Morgan & Co.

  • $563 Million
  • Q2 2025

Drexel Morgan & Co. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $563 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 $119M, Jpmorgan Chase & CO with a value of $47.4M, Cleveland Cliffs Inc. with a value of $41.8M, International Business Machines Corp with a value of $41.2M, and Johnson & Johnson with a value of $33M.

Examining the 13F form we can see an increase of $86.7M in the current position value, from $476M to 563M.

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 $563 Million
Communication Services: $134 Million
Financial Services: $85.5 Million
Industrials: $72.9 Million
Technology: $65.8 Million
Healthcare: $53.6 Million
Basic Materials: $42.9 Million
Consumer Defensive: $41.9 Million
Consumer Cyclical: $28.2 Million
Other: $38.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$119 Million 21.19% of portfolio
4,123,320
Q1 2025 Reduced 19.52%
$859B
$47.4 Million 8.42% of portfolio
163,589
Q2 2025 Added 44.02%
$5.11B
$41.8 Million 7.42% of portfolio
5,499,075
Q2 2025 Added 25.29%
$210B
$41.2 Million 7.31% of portfolio
139,735
Q2 2023 Added 0.32%
$452B
$33 Million 5.87% of portfolio
216,257
Q1 2024 Added 0.07%
$306B
$32.3 Million 5.73% of portfolio
456,411
Q2 2024 Added 0.02%
$63.8B
$31.3 Million 5.55% of portfolio
309,765
Q2 2025 Added 47.67%
$227B
$30.6 Million 5.43% of portfolio
95,918
Q2 2025 Added 108.89%
$44.4B
$22.8 Million 4.05% of portfolio
2,100,000
Q3 2024 Added 31.25%
$3.95T
$15 Million 2.66% of portfolio
30,129
Q1 2024 Added 0.37%
$207B
$14.5 Million 2.57% of portfolio
116,683
Q2 2025 Added 599.41%
$153B
$14.3 Million 2.53% of portfolio
28,065
Q2 2024 Added 7.59%
$46.7B
$11.7 Million 2.07% of portfolio
345,412
Q2 2025 Added 0.88%
$218B
$10.8 Million 1.92% of portfolio
27,886
Q1 2024 Added 0.5%
$203B
$10.5 Million 1.86% of portfolio
132,292
Q2 2025 Added 351.63%
$3.69T
$9.09 Million 1.61% of portfolio
44,296
Q2 2024 Added 0.44%
$0
$6.74 Million 1.2% of portfolio
10,911
Q2 2025 Added 4.55%
$497M
$6.7 Million 1.19% of portfolio
236,923
Q2 2025 Added 41.94%
$368B
$4.71 Million 0.84% of portfolio
29,590
Q1 2024 Added 0.9%
$229B
$4.65 Million 0.83% of portfolio
34,181
Q2 2024 Added 1.63%
$135B
$4.46 Million 0.79% of portfolio
19,373
Q2 2024 Added 8.39%
$78.6B
$3.99 Million 0.71% of portfolio
29,904
Q1 2024 Added 1.41%
$0
$3.81 Million 0.68% of portfolio
6,900
Q3 2021 Reduced 1.51%
$222B
$3.68 Million 0.65% of portfolio
12,579
Q2 2024 Added 3.6%
$87.3B
$3.52 Million 0.63% of portfolio
23,122
Q2 2024 Added 9.47%
$229B
$2.82 Million 0.5% of portfolio
19,290
Q2 2025 Added 5.47%
$0
$2.77 Million 0.49% of portfolio
15,215
Q1 2025 Added 17.04%
$258B
$2.71 Million 0.48% of portfolio
38,544
Q2 2023 Added 2.66%
$70.9B
$2.62 Million 0.47% of portfolio
28,820
Q3 2023 Added 2.4%
$155B
$1.92 Million 0.34% of portfolio
31,372
Q2 2024 Reduced 1.1%
$122B
$1.88 Million 0.33% of portfolio
21,546
Q1 2024 Added 1.03%
$608B
$1.66 Million 0.3% of portfolio
2,134
Q4 2023 Added 6.7%
$257B
$1.3 Million 0.23% of portfolio
10,720
Q2 2025 Added 10.29%
$405B
$1.21 Million 0.21% of portfolio
3,300
Q4 2023 Reduced 2.94%
$36B
$1.1 Million 0.19% of portfolio
16,012
Q2 2024 Added 1.85%
$0
$881,000 0.16% of portfolio
2,000
Q1 2023 Added 100.0%
$55B
$627,000 0.11% of portfolio
8,578
Q1 2021 Reduced 0.03%
$0
$618,000 0.11% of portfolio
2,866
Q4 2023 New
$302B
$540,000 0.1% of portfolio
6,747
Q3 2023 New
$302B
$501,000 0.09% of portfolio
3,500
Q2 2024 Added 36.99%
$0
$480,000 0.09% of portfolio
7,755
Q1 2024 Added 448.83%
$0
$523,000 0.09% of portfolio
10,000
Q3 2021 Reduced 1.96%
$75.1B
$465,000 0.08% of portfolio
2,500
Q3 2024 New
$36.7B
$424,000 0.08% of portfolio
4,288
Q1 2021 Reduced 0.02%
$202B
$369,000 0.07% of portfolio
2,800
Q1 2024 Added 7.69%
$351B
$352,000 0.06% of portfolio
1,900
Q2 2024 Added 18.09%
$456B
$284,000 0.05% of portfolio
1,800
Q2 2025 New
$1.21T
$267,000 0.05% of portfolio
1,520
Q2 2024 New
$2.26T
$307,000 0.05% of portfolio
1,400
Q2 2024 Added 24.44%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $563 Million
  • Prior Value $476 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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