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 $200 Billions or more
