Drexel Morgan & Co.: 13F holdings
CIK 15085122026Q2
| Positions | 60 |
|---|
| Reported value | $718.8m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 60 (+0 vs prior quarter) |
|---|
| Reported value | $718.8m (+5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| T AT&T INC | 6,075,040 | $125.8m | 17.5% |
| UPS UNITED PARCEL SVCS INC | 913,465 | $98.2m | 13.7% |
| JNJ JOHNSON & JOHNSON | 216,207 | $54.9m | 7.6% |
| JPM JPMORGAN CHASE & CO | 163,589 | $53.5m | 7.4% |
| IBM INTERNATIONAL BUSINESS MACHS | 139,735 | $39.3m | 5.5% |
| CLF CLEVELAND-CLIFFS INC NEW | 4,000,000 | $37.6m | 5.2% |
| KO COCA COLA CO | 456,411 | $37.1m | 5.2% |
| AXP AMERICAN EXPRESS CO | 95,918 | $32.4m | 4.5% |
| CAT CATERPILLAR INC | 27,886 | $29.7m | 4.1% |
| CPB THE CAMPBELLS COMPANY | 1,000,000 | $22.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1508512")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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