Fund Holdings — Drexel Morgan & Co.

Total Portfolio Value
$681.84M
Total Bought
$46.16M
Total Sold
$1.09M
Net Transaction
+$45.07M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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THE CAMPBELLS COMPANY(CPB)01,000,000+1,000,000022,2703.27%+22,270
AT&T INC(T)4,323,3204,323,3200107,391125,33318.38%+17,942
UNITED PARCEL SVCS INC(UPS)712,440812,440+100,00070,66779,92811.72%+9,261
JOHNSON & JOHNSON(JNJ)216,207216,207044,74452,8507.75%+8,106
SLB LIMITED(SLB)345,412345,412013,25717,7512.60%+4,494
CATERPILLAR INC(CAT)27,88627,886015,97519,7562.90%+3,781
EXXON MOBIL CORP68,68068,68008,26511,6521.71%+3,387
COCA COLA CO(KO)456,411456,411031,90834,7105.09%+2,802
DEERE & CO(DE)28,06528,065013,06615,8092.32%+2,743
THOMSON REUTERS CORP(TRI)025,000+25,00002,2500.33%+2,250
MERCK & CO INC(MRK)132,292132,292013,92515,9132.33%+1,988
NVIDIA CORPORATION(NVDA)11,80021,800+10,0002,2013,8020.56%+1,601
WASHINGTON TR BANCORP INC(WASH)300,800300,80008,88910,0651.48%+1,176
VERIZON COMMUNICATIONS INC(VZ)105,000105,00004,2775,2710.77%+994
SHELL PLC(SHEL)38,54438,54402,8323,5850.53%+752
UNION PAC CORP(UNP)19,37319,37304,4814,7000.69%+219
WILLIAMS COS INC(WMB)03,000+3,00002180.03%+218
CHEVRON CORPORATION(CVX)3,5003,50005337240.11%+191
RTX CORPORATION(RTX)19,29019,29003,5383,7210.55%+183
COLGATE PALMOLIVE CO(CL)28,82028,82002,2772,4560.36%+179
NOVARTIS AG(NVS)10,72010,72001,4781,6370.24%+160
DUPONT DE NEMOURS INC(DD)14,26214,26205736530.10%+80
MCDONALDS CORP(MCD)12,57912,57903,8453,9090.57%+65
HOWMET AEROSPACE INC(HWM)2,5002,50005135760.08%+64
PROCTER & GAMBLE CO(PG)29,59029,59004,2414,2740.63%+33
PEPSICO INC(PEP)2,7002,70003884190.06%+32
CARRIER GLOBAL CORPORATION(CARR)8,5788,57804534830.07%+30
QNITY ELECTRONICS INC(Q)4,2743,274-1,0003493780.06%+29
AMGEN INC(AMGN)75075002452640.04%+18
ISHARES TR7,7557,75505125240.08%+12
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,21515,21502,9152,9200.43%+5
ISHARES TR2,8662,86607057110.10%+5
CISCO SYS INC(CSCO)3,6503,65002812830.04%+2
LOWES COS INC(LOW)1,0801,08002602550.04%-5
BERKSHIRE HATHAWAY INC DEL50050002512400.04%-12
ABBVIE INC(ABBV)1,9001,90004344130.06%-21
AMAZON COM INC(AMZN)1,4001,40003232920.04%-32
KYNDRYL HLDGS INC(KD)100,000200,000+100,0002,6562,6240.38%-32
STATE STR SPDR DOW JONES IND(DIA)2,0002,00009619260.14%-35
ALPHABET INC(GOOG)1,5201,52004764370.06%-39
OTIS WORLDWIDE CORP(OTIS)4,2884,28803753310.05%-44
HOME DEPOT INC(HD)3,3003,30001,1361,0850.16%-50
EMERSON ELEC CO(EMR)29,90429,90403,9693,9180.57%-51
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,00010,00005484940.07%-54
WELLS FARGO & CO(WFC)6,7476,74706295370.08%-92
MEDTRONIC PLC(MDT)21,54621,54602,0701,8670.27%-203
UNILEVER PLC(UL)27,88127,88101,8231,5880.23%-235
ELI LILLY & CO(LLY)2,1342,13402,2931,9630.29%-331
3M CO(MMM)23,12223,12203,7023,3580.49%-344
INVESCO QQQ TR6,9006,500-4004,2393,7520.55%-487
STATE STR SPDR S&P 500 ETF T(SPY)10,91110,561-3507,4406,8681.01%-572
ABBOTT LABORATORIES34,18134,18104,2833,5090.51%-773
APPLE INC(AAPL)44,29644,296012,04211,2421.65%-800
DISNEY WALT CO(DIS)116,683116,683013,27511,2461.65%-2,029
FORD MTR CO(F)2,100,0002,100,000027,55224,2343.55%-3,318
MICROSOFT CORP(MSFT)30,12930,129014,57111,1531.64%-3,418
JPMORGAN CHASE & CO(JPM)163,589163,589052,71248,1217.06%-4,590
AMERICAN EXPRESS CO(AXP)95,91895,918035,48529,0134.26%-6,472
INTERNATIONAL BUSINESS MACHS(IBM)139,735139,735041,39133,8704.97%-7,521
CLEVELAND-CLIFFS INC NEW(CLF)2,954,5693,397,625+443,05639,23728,7104.21%-10,527
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Drexel Morgan & Co. — 13F Holdings — Q1 2026 | TickerTrail