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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.8B
$31.3 Million 5.55% of portfolio
309,765
Q2 2025 Added 47.67%
$44.4B
$22.8 Million 4.05% of portfolio
2,100,000
Q3 2024 Added 31.25%
$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%
$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%
$87.3B
$3.52 Million 0.63% of portfolio
23,122
Q2 2024 Added 9.47%
$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%
$36B
$1.1 Million 0.19% of portfolio
16,012
Q2 2024 Added 1.85%
$55B
$627,000 0.11% of portfolio
8,578
Q1 2021 Reduced 0.03%
$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%
$182B
$216,000 0.04% of portfolio
5,000
Q2 2025 New
$152B
$239,000 0.04% of portfolio
1,080
Q1 2024 Added 8.0%
$124B
$215,000 0.04% of portfolio
700
Q4 2024 New

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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