Current Market Value 563,159,289
Current Holdings 56
Most Recent File Date 2025-08-12
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Drexel Morgan & Co. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 56 563,159
2025-05-08 2025-03-31 13F-HR 54 476,486
2025-02-11 2024-12-31 13F-HR 55 484,766
2024-10-28 2024-09-30 13F-HR 55 538,024
2024-08-12 2024-06-30 13F-HR 53 466,521
2024-04-30 2024-03-31 13F-HR 52 485,714
2024-02-08 2023-12-31 13F-HR 51 432,660
2023-11-08 2023-09-30 13F-HR 47 367,539
2023-08-07 2023-06-30 13F-HR 45 385,515
2023-05-11 2023-03-31 13F-HR 45 396,808
2023-02-10 2022-12-31 13F-HR 45 486,351
2022-11-14 2022-09-30 13F-HR 44 416,304
2022-08-12 2022-06-30 13F-HR 44 364,031
2022-05-02 2022-03-31 13F-HR 45 343,859
2022-02-14 2021-12-31 13F-HR 47 345,763
2021-11-12 2021-09-30 13F-HR 45 311,264
2021-08-12 2021-06-30 13F-HR 71 338,881
2021-05-13 2021-03-31 13F-HR 108 394,574
2021-02-03 2020-12-31 13F-HR 105 365,676
2020-11-16 2020-09-30 13F-HR 100 284,413
2020-08-11 2020-06-30 13F-HR 95 264,658
2020-05-08 2020-03-31 13F-HR 85 258,087
2020-02-10 2019-12-31 13F-HR 88 133,203
2019-11-13 2019-09-30 13F-HR 88 129,511
2019-08-08 2019-06-30 13F-HR 92 129,740
2019-05-14 2019-03-31 13F-HR 89 112,709
2019-02-14 2018-12-31 13F-HR 88 100,044
2018-11-09 2018-09-30 13F-HR 93 113,688
2018-08-09 2018-06-30 13F-HR 86 99,901
2018-05-10 2018-03-31 13F-HR 84 95,925
2018-02-12 2017-12-31 13F-HR 90 103,096
2017-11-13 2017-09-30 13F-HR 89 97,602
2017-08-14 2017-06-30 13F-HR 86 97,480
2017-05-12 2017-03-31 13F-HR 88 90,381
2017-02-14 2016-12-31 13F-HR 89 84,185
2016-11-14 2016-09-30 13F-HR 92 90,111
2016-08-15 2016-06-30 13F-HR 89 88,201
2016-05-13 2016-03-31 13F-HR 92 85,302
2016-02-11 2015-12-31 13F-HR 97 90,206
2015-11-12 2015-09-30 13F-HR 83 77,525
2015-08-11 2015-06-30 13F-HR 88 84,362
2015-05-14 2015-03-31 13F-HR 98 93,640
2015-02-17 2014-12-31 13F-HR 92 88,642
2014-11-14 2014-09-30 13F-HR 86 82,287
2014-08-14 2014-06-30 13F-HR 63 56,231
2014-05-14 2014-03-31 13F-HR 82 79,225
2014-02-13 2013-12-31 13F-HR 77 74,174
2013-11-14 2013-09-30 13F-HR 89 73,004
2013-08-12 2013-06-30 13F-HR 82 60,338