Drexel Morgan & Co’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Drexel Morgan & Co’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$926K	Hold	2,000	–	–	0.14%	41
2025 Q4	$961K	Hold	2,000	–	–	0.15%	39
2025 Q3	$927K	Hold	2,000	–	–	0.15%	38
2025 Q2	$881K	Hold	2,000	–	–	0.16%	37
2025 Q1	$840K	Hold	2,000	–	–	0.18%	37
2024 Q4	$851K	Hold	2,000	–	–	0.18%	38
2024 Q3	$846K	Hold	2,000	–	–	0.16%	39
2024 Q2	$782K	Hold	2,000	–	–	0.17%	38
2024 Q1	$796K	Hold	2,000	–	–	0.16%	37
2023 Q4	$754K	Hold	2,000	–	–	0.17%	37
2023 Q3	$670K	Hold	2,000	–	–	0.18%	37
2023 Q2	$688K	Hold	2,000	–	–	0.18%	38
2023 Q1	$665K	Buy	2,000 +1,000	+100%	+$332K	0.17%	38
2022 Q4	$331K	Hold	1,000	–	–	0.07%	43
2022 Q3	$287K	Hold	1,000	–	–	0.07%	42
2022 Q2	$308K	Hold	1,000	–	–	0.08%	40
2022 Q1	$347K	Hold	1,000	–	–	0.1%	40
2021 Q4	$363K	Hold	1,000	–	–	0.11%	43
2021 Q3	$338K	Sell	1,000 -1,000	-50%	-$349K	0.11%	41
2021 Q2	$690K	Hold	2,000	–	–	0.2%	50
2021 Q1	$660K	Hold	2,000	–	–	0.17%	59
2020 Q4	$612K	Hold	2,000	–	–	0.17%	59
2020 Q3	$555K	Hold	2,000	–	–	0.2%	59
2020 Q2	$516K	Hold	2,000	–	–	0.2%	57
2020 Q1	$438K	Hold	2,000	–	–	0.17%	57
2019 Q4	$570K	Hold	2,000	–	–	0.43%	52
2019 Q3	$538K	Hold	2,000	–	–	0.42%	52
2019 Q2	$532K	Hold	2,000	–	–	0.41%	53
2019 Q1	$518K	Hold	2,000	–	–	0.46%	53
2018 Q4	$466K	Hold	2,000	–	–	0.47%	53
2018 Q3	$529K	Hold	2,000	–	–	0.47%	53
2018 Q2	$485K	Hold	2,000	–	–	0.49%	56
2018 Q1	$483K	Hold	2,000	–	–	0.5%	54
2017 Q4	$495K	Hold	2,000	–	–	0.48%	56
2017 Q3	$448K	Hold	2,000	–	–	0.46%	56
2017 Q2	$426K	Hold	2,000	–	–	0.44%	54
2017 Q1	$413K	Hold	2,000	–	–	0.46%	54
2016 Q4	$395K	Hold	2,000	–	–	0.47%	56
2016 Q3	$366K	Hold	2,000	–	–	0.41%	61
2016 Q2	$358K	Hold	2,000	–	–	0.41%	65
2016 Q1	$353K	Hold	2,000	–	–	0.41%	63
2015 Q4	$348K	Hold	2,000	–	–	0.39%	71
2015 Q3	$325K	Hold	2,000	–	–	0.42%	65
2015 Q2	$352K	Hold	2,000	–	–	0.42%	64
2015 Q1	$355K	Hold	2,000	–	–	0.38%	72
2014 Q4	$356K	Hold	2,000	–	–	0.4%	66
2014 Q3	$340K	Hold	2,000	–	–	0.41%	68
2014 Q2	$336K	Hold	2,000	–	–	0.41%	70
2014 Q1	$328K	Hold	2,000	–	–	0.41%	64
2013 Q4	$331K	Hold	2,000	–	–	0.45%	59
2013 Q3	$302K	Hold	2,000	–	–	0.41%	63
2013 Q2	$297K	Buy	+2,000	New	+$299K	0.49%	61

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Drexel Morgan & Co's DIA Position: Q1 2026 in Review

Drexel Morgan & Co held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 2,000 shares worth $926K. The position accounts for 0.14% of the portfolio, ranked #41.

Drexel Morgan & Co first reported a position in DIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $961K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Drexel Morgan & Co held 2,000 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $926K as of Q1 2026.
Drexel Morgan & Co left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Drexel Morgan & Co's portfolio in Q1 2026, its #41 holding.
Drexel Morgan & Co first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 52 quarters since.
Drexel Morgan & Co's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $961K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.