Drexel Morgan &
Drexel Morgan & reported 60 stocks worth $719M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are T (17.5%), UPS (13.7%) and JNJ (7.6%). Compared with Q1 2026, the fund opened new positions in TRI, DD and INTC, added to T, UPS and CLF and sold out of F and DD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  T At&T Inc | $126M | 17.5% | 6.1M | +1.8M (+41%) | 8 of 8 | |
| 2 |  UPS United Parcel Service Inc | $98.2M | 13.7% | 913K | +101K (+12%) | 8 of 8 | |
| 3 |  JNJ Johnson & Johnson | $54.9M | 7.6% | 216K | No change | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $53.5M | 7.5% | 164K | No change | 8 of 8 | |
| 5 |  IBM Ibm Corp | $39.3M | 5.5% | 140K | No change | 8 of 8 | |
| 6 |  CLF Cleveland-Cliffs Inc New | $37.6M | 5.2% | 4M | +602K (+18%) | 8 of 8 | |
| 7 |  KO Coca Cola Co | $37.1M | 5.2% | 456K | No change | 8 of 8 | |
| 8 |  AXP American Express Co | $32.4M | 4.5% | 96K | No change | 8 of 8 | |
| 9 |  CAT Caterpillar Inc | $29.7M | 4.1% | 28K | No change | 8 of 8 | |
| 10 |  CPB The Campbells Company | $22.3M | 3.1% | 1M | No change | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Drexel Morgan & 13F FAQ
What does Drexel Morgan & own?
Drexel Morgan & reported 60 stocks worth $719M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are T (17.5%), UPS (13.7%) and JNJ (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Drexel Morgan & buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 3 added to, 0 trimmed and 3 sold out. New positions include TRI, DD and INTC. It sold all of F and DD.
When will Drexel Morgan & file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Drexel Morgan &'s portfolio worth?
The Q2 2026 filing reports $719M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.