Sponsored

The Analysis of Drexel Morgan & Co.'s Holdings & P&L

Currently, Drexel Morgan & Co. holds 60 types of securities in its portfolio with a total value $681.8M. In the most recent quarter, they have increased their positions in CPB (+1.0M shares, valued at $22.3M), UPS (+100.0K shares, valued at $9.8M), CLF (+443.1K shares, valued at $3.7M); decreased their positions in N/A (-400 shares, valued at $230.9K), SPY (-350 shares, valued at $227.6K), N/A (-1.0K shares, valued at $115.4K); initiated new positions in CPB (+1.0M shares, valued at $22.3M), N/A (+25.0K shares, valued at $2.2M), WMB (+3.0K shares, valued at $218.3K).

1M P&L

+8.6M+1.39%

3M P&L

-23.8M-3.64%

HY P&L

+29.2M+4.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Telecom Services111.7M

18.2%

2Integrated Freight & Logistics70.7M

11.5%

3Banks - Diversified53.3M

8.7%

Top Industries by Stock Count

1Drug Manufacturers - General5 stocks

10.4%

2N/A5 stocks

10.4%

3Oil & Gas Integrated3 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

T AT&T INC4.3M shares0.00%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC812.4K shares14.04%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON216.2K shares0.00%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO163.6K shares0.00%2026-03-312026-05-11

KO COCA COLA CO456.4K shares0.00%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS139.7K shares0.00%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO95.9K shares0.00%2026-03-312026-05-11

CLF CLEVELAND-CLIFFS INC NEW3.4M shares15.00%2026-03-312026-05-11

Sponsored

F FORD MTR CO2.1M shares0.00%2026-03-312026-05-11

CPB THE CAMPBELLS COMPANY1.0M sharesnew addition2026-03-312026-05-11

CAT CATERPILLAR INC27.9K shares0.00%2026-03-312026-05-11

SLB SLB LIMITED345.4K shares0.00%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC132.3K shares0.00%2026-03-312026-05-11

DE DEERE & CO28.1K shares0.00%2026-03-312026-05-11

XOM EXXON MOBIL CORP68.7K shares0.00%2026-03-312026-05-11

DIS DISNEY WALT CO116.7K shares0.00%2026-03-312026-05-11

Sponsored

AAPL APPLE INC44.3K shares0.00%2026-03-312026-05-11

MSFT MICROSOFT CORP30.1K shares0.00%2026-03-312026-05-11

WASH WASHINGTON TR BANCORP INC300.8K shares0.00%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T10.6K shares-3.21%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC105.0K shares0.00%2026-03-312026-05-11

UNP UNION PAC CORP19.4K shares0.00%2026-03-312026-05-11

PG PROCTER & GAMBLE CO29.6K shares0.00%2026-03-312026-05-11

EMR EMERSON ELEC CO29.9K shares0.00%2026-03-312026-05-11

Sponsored

MCD MCDONALDS CORP12.6K shares0.00%2026-03-312026-05-11

NVDA NVIDIA CORPORATION21.8K shares84.75%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR6.5K shares-5.80%2026-03-312026-05-11

RTX RTX CORPORATION19.3K shares0.00%2026-03-312026-05-11

SHEL SHELL PLC38.5K shares0.00%2026-03-312026-05-11

ABT ABBOTT LABORATORIES34.2K shares0.00%2026-03-312026-05-11

MMM 3M CO23.1K shares0.00%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.2K shares0.00%2026-03-312026-05-11

Sponsored

KD KYNDRYL HLDGS INC200.0K shares100.00%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO28.8K shares0.00%2026-03-312026-05-11

THOMSON REUTERS CORP THOMSON REUTERS CORP25.0K sharesnew addition2026-03-312026-05-11

LLY ELI LILLY & CO2.1K shares0.00%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC21.5K shares0.00%2026-03-312026-05-11

NVS NOVARTIS AG10.7K shares0.00%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC27.9K shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC3.3K shares0.00%2026-03-312026-05-11

Sponsored

DIA STATE STR SPDR DOW JONES IND2.0K shares0.00%2026-03-312026-05-11

CVX CHEVRON CORPORATION3.5K shares0.00%2026-03-312026-05-11

IWM ISHARES TR2.9K shares0.00%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC14.3K shares0.00%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC2.5K shares0.00%2026-03-312026-05-11

WFC WELLS FARGO & CO6.7K shares0.00%2026-03-312026-05-11

IJH ISHARES TR7.8K shares0.00%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR10.0K shares0.00%2026-03-312026-05-11

Sponsored

CARR CARRIER GLOBAL CORPORATION8.6K shares0.00%2026-03-312026-05-11

ALPHABET INC ALPHABET INC1.5K shares0.00%2026-03-312026-05-11

PEP PEPSICO INC2.7K shares0.00%2026-03-312026-05-11

ABBV ABBVIE INC1.9K shares0.00%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.3K shares-23.40%2026-03-312026-05-11

OTIS OTIS WORLDWIDE CORP4.3K shares0.00%2026-03-312026-05-11

AMZN AMAZON COM INC1.4K shares0.00%2026-03-312026-05-11

CSCO CISCO SYS INC3.6K shares0.00%2026-03-312026-05-11

Sponsored

AMGN AMGEN INC750 shares0.00%2026-03-312026-05-11

LOW LOWES COS INC1.1K shares0.00%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL500 shares0.00%2026-03-312026-05-11

WMB WILLIAMS COS INC3.0K sharesnew addition2026-03-312026-05-11

AT&T INC

0.00%

Shares4.3M

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

14.04%

Shares812.4K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

0.00%

Shares216.2K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

0.00%

Shares163.6K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

0.00%

Shares456.4K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares139.7K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

0.00%

Shares95.9K

Event2026-03-31

Filed2026-05-11

CLF

CLEVELAND-CLIFFS INC NEW

15.00%

Shares3.4M

Event2026-03-31

Filed2026-05-11

FORD MTR CO

0.00%

Shares2.1M

Event2026-03-31

Filed2026-05-11

CPB

THE CAMPBELLS COMPANY

New

Shares1.0M

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-11

SLB

SLB LIMITED

0.00%

Shares345.4K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

0.00%

Shares132.3K

Event2026-03-31

Filed2026-05-11

DEERE & CO

0.00%

Shares28.1K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

0.00%

Shares68.7K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

0.00%

Shares116.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.00%

Shares44.3K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

0.00%

Shares30.1K

Event2026-03-31

Filed2026-05-11

WASH

WASHINGTON TR BANCORP INC

0.00%

Shares300.8K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-3.21%

Shares10.6K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

0.00%

Shares105.0K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

0.00%

Shares19.4K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

0.00%

Shares29.6K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

0.00%

Shares29.9K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

84.75%

Shares21.8K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-5.80%

Shares6.5K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

0.00%

Shares38.5K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

0.00%

Shares34.2K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

0.00%

Shares23.1K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.2K

Event2026-03-31

Filed2026-05-11

KYNDRYL HLDGS INC

100.00%

Shares200.0K

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO

0.00%

Shares28.8K

Event2026-03-31

Filed2026-05-11

THOMSON REUTERS CORP

New

Shares25.0K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

0.00%

Shares21.5K

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-11

UNILEVER PLC

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-11

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-11

DUPONT DE NEMOURS INC

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-11

HWM

HOWMET AEROSPACE INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-11

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-11

QNITY ELECTRONICS INC

-23.40%

Shares3.3K

Event2026-03-31

Filed2026-05-11

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

0.00%

Shares750

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares500

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available