SEC 13F Intelligence

Drexel Morgan & Co. / IBM

Drexel Morgan & Co.’s International Business Machs Position

Does Drexel Morgan & Co. own International Business Machs (IBM)? Yes — 139.7K shares worth $34M (+4.97% of its 13F portfolio) as of Q1 2026.

Position Value
$34M
Q1 2026
Shares
139.7K
% of Portfolio
+4.97%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $26MQ2 ’20: $16MQ3 ’20: $16MQ4 ’20: $17MQ4 ’20Q1 ’21: $18MQ2 ’21: $20MQ3 ’21: $19MQ4 ’21: $19MQ4 ’21Q1 ’22: $18MQ2 ’22: $20MQ3 ’22: $17MQ4 ’22: $20MQ4 ’22Q1 ’23: $18MQ2 ’23: $19MQ3 ’23: $20MQ4 ’23: $23MQ4 ’23Q1 ’24: $27MQ2 ’24: $24MQ3 ’24: $31MQ4 ’24: $31MQ4 ’24Q1 ’25: $35MQ2 ’25: $41MQ3 ’25: $39MQ4 ’25: $41MQ4 ’25Q1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026139.7K$34M+4.97%
Q4 2025139.7K$41M+6.48%
Q3 2025139.7K$39M+6.19%
Q2 2025139.7K$41M+7.31%
Q1 2025139.7K$35M+7.29%
Q4 2024139.7K$31M+6.34%
Q3 2024139.7K$31M+5.74%
Q2 2024139.7K$24M+5.18%
Q1 2024139.7K$27M+5.49%
Q4 2023139.7K$23M+5.28%
Q3 2023139.7K$20M+5.33%
Q2 2023139.7K$19M+4.85%
Q1 2023139.3K$18M+4.60%
Q4 2022139.3K$20M+4.03%
Q3 2022138.9K$17M+3.96%
Q2 2022138.9K$20M+5.39%
Q1 2022138.6K$18M+5.24%
Q4 2021138.6K$19M+5.36%
Q3 2021138.6K$19M+6.18%
Q2 2021138.6K$20M+5.99%
Q1 2021138.7K$18M+4.68%
Q4 2020138.5K$17M+4.77%
Q3 2020131.0K$16M+5.60%
Q2 2020130.9K$16M+5.98%
Q1 2020230.9K$26M+9.92%
Q4 201914.4K$2M+1.45%
Q3 201912.3K$2M+1.39%
Q2 201912.4K$2M+1.31%
Q1 20199.2K$1M+1.15%
Q4 20188.9K$1M+1.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Drexel Morgan & Co.’s full portfolio or all institutional holders of IBM.