DM

Drexel Morgan & Co.

13F
Drexel Morgan & Co.
Last update 2024-10-28 55 Stocks (2 new)
Value $538.00 Mil Turnover 7 %
Countries:
Top Holdings: T(20.95%)WBD(10.12%)CLF(7.60%)JNJ(6.51%)KO(6.10%)
Portfolio Report
Summary Stock Picks Current Portfolio
Drexel Morgan & Co. Top Holdings of 2024-09-30 View Full List
Ticker
T
WBD
CLF
JNJ
KO
IBM
JPM
F
AXP
UPS
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
T 		AT&T Inc
5,123,320
112713.040
0%
20.950
0%
0.070
+2.03%
-4.25%
154699.234
Telecommunication Services
WBD 		Warner Bros. Discovery Inc
6,600,463
54453.820
+43.47%
10.120
+3.07%
0.270
+30.78%
-6.95%
24139.145
Media - Diversified
CLF 		Cleveland-Cliffs Inc
3,200,395
40869.040
+3.77%
7.600
+0.28%
0.680
-20.13%
+11.65%
5181.468
Steel
JNJ 		Johnson & Johnson
216,257
35046.610
0%
6.510
0%
0.010
-9.82%
-0.12%
347829.291
Drug Manufacturers
KO 		Coca-Cola Co
456,411
32797.690
0%
6.100
0%
0.010
-10.78%
-1.05%
265575.694
Beverages - Non-Alcoholic
IBM 		International Business Machines Corp
139,735
30892.610
0%
5.740
0%
0.020
-5.98%
-1.02%
201017.856
Software
JPM 		JPMorgan Chase & Co
113,589
23951.380
0%
4.450
0%
0.000
+10.40%
+2.38%
687534.284
Banks
F 		Ford Motor Co
2,100,000
22176.000
+31.25%
4.120
+0.98%
0.050
-8.38%
-2.12%
38590.342
Vehicles & Parts
AXP 		American Express Co
70,918
19232.960
0%
3.570
0%
0.010
+7.99%
+0.48%
209234.221
Credit Services
UPS 		United Parcel Service Inc
109,765
14965.360
New Holding
2.780
+2.78%
0.010
-5.96%
-0.84%
106679.728
Transportation

Drexel Morgan & Co.'s Historical Top Holdings Breakdowns

Drexel Morgan & Co.'s Top Stock Picks View Full List
Ticker
T
CLF
WBD
X
DIS
WBD
UPS
AXP
F
X
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
T 		AT&T Inc2023-03-31Reduce
-7.57%
●
18.13 ($19.11) 20.42
$21.56
12.82%
Reduce -30.24%
4,614,384
-2,000,000
CLF 		Cleveland-Cliffs Inc2023-03-31Reduce
-6.63%
●
16.79 ($19.8) 22.79
$10.49
-47.02%
Reduce -40.02%
2,998,780
-2,001,220
WBD 		Warner Bros. Discovery Inc2024-03-31Add
+4.08%
●
8.11 ($9.64) 11.66
$9.84
2.07%
Add 97.6%
4,600,463
2,272,245
X 		United States Steel Corp2023-03-31Reduce
-3.61%
●
23.97 ($27.78) 31.37
$36.34
30.81%
Reduce -77.78%
200,000
-700,000
DIS 		The Walt Disney Co2023-03-31Reduce
-3.56%
●
88.97 ($100.82) 113.21
$108.08
7.20%
Reduce -92.32%
16,586
-199,500
WBD 		Warner Bros. Discovery Inc2024-09-30Add
+3.07%
●
6.71 ($7.81) 8.78
$9.84
25.99%
Add 43.47%
6,600,463
2,000,000
UPS 		United Parcel Service Inc2024-09-30New Buy
+2.78%
●
123.32 ($131.29) 147.38
$125.01
-4.78%
New holding
109,765
109,765
AXP 		American Express Co2023-12-31Add
+1.52%
●
141.31 ($160.97) 187.8
$297.02
84.52%
Add 97.44%
70,918
35,000
F 		Ford Motor Co2024-03-31Add
+1.37%
●
10.99 ($12.12) 13.28
$9.71
-19.88%
Add 45.45%
1,600,000
500,000
X 		United States Steel Corp2023-09-30Sold Out
-1.30%
●
22.5 ($28.04) 32.48
$36.34
29.60%
Sold Out
0
-200,000

Drexel Morgan & Co. Total Holding History ($B)

To

Drexel Morgan & Co.'s Asset Allocation

To

Drexel Morgan & Co. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Drexel Morgan & Co.'s Hypothetical Growth since 2024-09-30

Drexel Morgan & Co.'s Yearly Returns

Year Portfolio % % Excess Gain %

Drexel Morgan & Co.'s Holdings Heat Map

Size field:

Drexel Morgan & Co.'s Holdings Bubble Chart

Drexel Morgan & Co. News

  • 1

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