Drexel Morgan & Co. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $476 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: At&T Inc. with a value of $117M, Cleveland Cliffs Inc. with a value of $36.1M, Johnson & Johnson with a value of $35.9M, International Business Machines Corp with a value of $34.7M, and Coca Cola CO with a value of $32.7M.

Examining the 13F form we can see an decrease of $8.28M in the current position value, from $485M to 476M.

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 $476 Million
Communication Services: $118 Million
Industrials: $60.6 Million
Technology: $56.1 Million
Healthcare: $48.4 Million
Financial Services: $46.1 Million
Consumer Defensive: $42.7 Million
Basic Materials: $37.3 Million
Consumer Cyclical: $26.7 Million
Other: $40 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $476 Million
  • Prior Value $485 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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