Drexel Morgan & Co. — 13F holdings

Drexel Morgan & Co. reported 60 holdings worth $719M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. T AT&T Inc — $126M (17.5%)
2. UPS UNITED PARCEL SERVICE INC — $98.2M (13.7%)
3. JNJ JOHNSON & JOHNSON — $54.9M (7.6%)
4. JPM JPMorgan Chase & Co. — $53.5M (7.4%)
5. IBM INTERNATIONAL BUSINESS MACHS — $39.3M (5.5%)
6. CLF CLEVELAND-CLIFFS INC NEW — $37.6M (5.2%)
7. KO COCA COLA CO — $37.1M (5.2%)
8. AXP AMERICAN EXPRESS CO — $32.4M (4.5%)
9. CAT CATERPILLAR INC — $29.7M (4.1%)
10. CPB THE CAMPBELLS COMPANY — $22.3M (3.1%)