Meyer Handelman Co.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Meyer Handelman Co. reported 274 stock positions worth $3.5 billion. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Apple (AAPL, 4.6%) and Alphabet Class C (GOOG, 3.0%). Compared with Q1 2026, it opened 59 new positions, sold out of 6, added to 43 and reduced 111. The biggest buy was Honeywell Aerospace (HONA, shares +886%) and the biggest sale Honeywell International (HON, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- RYE BROOK, NY
- CIK
- 0000045319
- Portfolio Value
- $3.5B (Q2 2026)
- SEC Filing
- 0000045319-26-000003 ↗ filed Aug 3, 2026
Holdings Value
Holdings 274 stocks · $3.5B
| MSFT Microsoft Corp. | 5.03% | 476,711 | $177.8M | Add +0.1% |
| AAPL Apple Inc. | 4.58% | 558,997 | $161.7M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 3.02% | 301,994 | $106.7M | Reduce -1.1% |
| CAT Caterpillar Inc. | 2.96% | 98,242 | $104.6M | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 2.94% | 317,169 | $103.8M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.86% | 359,584 | $101.1M | Add +1.4% |
| TT Trane Technologies PLC | 2.82% | 202,817 | $99.6M | Reduce -3.0% |
| GLW Corning Inc. | 2.79% | 385,938 | $98.6M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 2.40% | 356,595 | $85.0M | Add +0.5% |
| WMT Walmart Inc. | 2.32% | 723,760 | $82.0M | Reduce -3.0% |
| CSCO Cisco Systems Inc. | 2.21% | 664,200 | $78.0M | Add +1.1% |
| PG The Procter & Gamble Co. | 2.09% | 504,595 | $74.0M | Reduce -0.9% |
| MCK McKesson Corp. | 2.03% | 94,750 | $71.6M | Reduce -7.5% |
| HON Honeywell International Inc. | 1.75% | 277,001 | $62.0M | Reduce -28.3% |
| GE General Electric filed as GE AEROSPACE | 1.66% | 157,402 | $58.8M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 1.53% | 1,278,561 | $54.1M | Add +2.7% |
| MPC Marathon Petroleum Corp. | 1.52% | 210,043 | $53.7M | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 1.46% | 377,010 | $51.5M | Reduce -1.2% |
| ALL Allstate Corp. | 1.46% | 216,399 | $51.5M | Add +2.5% |
| MRK Merck & Co. Inc. | 1.39% | 382,328 | $49.1M | Add +0.4% |
| ABBV Abbvie Inc. | 1.31% | 183,536 | $46.2M | Add +2.9% |
| QCOM Qualcomm Inc. | 1.25% | 238,762 | $44.1M | Reduce -5.5% |
| KMB Kimberly-Clark Corp. | 1.23% | 394,561 | $43.3M | Reduce -11.8% |
| ETN Eaton Corp. PLC | 1.21% | 100,584 | $42.9M | Reduce -3.1% |
| GEV GE Vernova Inc. | 1.20% | 36,133 | $42.5M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.20% | 118,245 | $42.3M | Add +0.1% |
| HONA Honeywell Aerospace Inc. | 1.19% | 1,903,105 | $42.1M | Add +885.7% |
| AMGN Amgen Inc. | 1.14% | 111,120 | $40.2M | Reduce -4.0% |
| GILD Gilead Sciences Inc. | 1.13% | 316,637 | $40.0M | Reduce -5.6% |
| META Meta Platforms Inc. Class A | 1.13% | 70,707 | $39.8M | Add +3.8% |
| HD Home Depot Inc. | 1.12% | 112,636 | $39.7M | Reduce -3.6% |
| TXN Texas Instruments Inc. | 1.10% | 130,738 | $39.0M | Reduce -2.8% |
| V Visa Inc. Class A | 1.07% | 109,944 | $37.7M | Add +0.9% |
| NVDA Nvidia Corp. | 1.05% | 186,205 | $37.3M | Add +38.2% |
| ITW Illinois Tool Works | 1.05% | 136,986 | $37.1M | Reduce -1.3% |
| SYY Sysco Corp. | 1.02% | 430,824 | $36.0M | Reduce -2.8% |
| DELL Dell Technologies -C | 0.97% | 79,096 | $34.1M | Add +3.1% |
| CVX Chevron Corp. | 0.96% | 203,838 | $33.8M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.91% | 26,804 | $32.2M | Reduce -1.2% |
| RTX RTX Corp. | 0.91% | 169,274 | $32.1M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.88% | 230,484 | $31.2M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.81% | 113,039 | $28.7M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.80% | 59,364 | $28.4M | Add +10.1% |
| PFE Pfizer Inc. | 0.75% | 1,098,861 | $26.5M | Reduce -2.6% |
| MMM 3M Co. | 0.74% | 161,686 | $26.2M | Reduce -3.4% |
| MCD McDonald's Corp. | 0.72% | 94,264 | $25.5M | Reduce -0.3% |
| JBL Jabil Inc. | 0.70% | 64,195 | $24.7M | Add +1.0% |
| BMY Bristol-Myers Squibb Co. | 0.67% | 412,364 | $23.8M | Reduce -4.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.66% | 153,083 | $23.2M | Reduce -7.3% |
| KO The Coca-Cola Co. | 0.62% | 268,048 | $21.8M | Reduce -1.8% |
| CME Cme Group Inc. | 0.59% | 93,639 | $20.7M | Add +7.2% |
| NEM Newmont Corp. | 0.58% | 220,653 | $20.6M | Reduce -1.0% |
| ADP Automatic Data Processing | 0.57% | 90,612 | $20.3M | Add +2.7% |
| TEL Te Connectivity PLC | 0.54% | 94,950 | $19.1M | Reduce -1.0% |
| NRG NRG Energy Inc. | 0.54% | 130,092 | $19.0M | Add +8.3% |
| PPG PPG Industries Inc. | 0.54% | 156,013 | $18.9M | Reduce -0.8% |
| IR Ingersoll-Rand Inc. | 0.53% | 229,182 | $18.8M | Reduce -1.2% |
| MSI Motorola Solutions Inc. | 0.52% | 44,651 | $18.5M | Add +24.2% |
| FCX Freeport-McMoran Inc. | 0.52% | 290,832 | $18.3M | No change |
| WFC Wells Fargo & Co. | 0.50% | 215,511 | $17.8M | Reduce -1.3% |
| OMC Omnicom Group | 0.50% | 243,726 | $17.8M | Add +1.4% |
| EXPE Expedia Group Inc. | 0.50% | 68,576 | $17.5M | Add +5.1% |
| COP Conocophillips | 0.45% | 154,290 | $16.0M | Reduce -2.4% |
| NUE Nucor Corp. | 0.44% | 70,132 | $15.6M | Reduce -0.2% |
| CL Colgate-Palmolive Co. | 0.42% | 163,508 | $15.0M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.41% | 163,090 | $14.3M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.40% | 13,860 | $14.0M | Reduce -1.0% |
| ETR Entergy Corp. | 0.39% | 119,588 | $13.7M | Reduce -3.1% |
| EMR Emerson Electric Co. | 0.39% | 95,918 | $13.7M | Reduce -1.6% |
| AXP American Express Co. | 0.33% | 34,365 | $11.6M | No change |
| HON Honeywell International Inc. | 0.33% | 51,810 | $11.6M | New |
| JCI Johnson Controls Internation | 0.32% | 77,977 | $11.4M | Reduce -0.4% |
| RGLD Royal Gold Inc. | 0.31% | 54,548 | $10.9M | Add +7.8% |
| PTC PTC Inc. | 0.30% | 92,884 | $10.6M | Add +91.3% |
| PM Philip Morris International | 0.29% | 57,339 | $10.4M | Add +0.0% |
| CHKP Check Point Software Tech | 0.29% | 77,897 | $10.2M | Add +5.1% |
| AZO AutoZone Inc. | 0.29% | 3,182 | $10.2M | Add +2.8% |
| TRGP Targa Resources Corp. | 0.28% | 36,943 | $9.9M | New |
| ABT Abbott Laboratories | 0.28% | 108,221 | $9.8M | Add +1.3% |
| GPC Genuine Parts Co. | 0.28% | 82,817 | $9.8M | Reduce -2.1% |
| KR Kroger Co. | 0.25% | 157,977 | $8.8M | Add +3.8% |
| ALLE Allegion PLC | 0.24% | 61,254 | $8.6M | Reduce -1.5% |
| AEP American Electric Power | 0.24% | 62,329 | $8.5M | Reduce -1.0% |
| BX Blackstone Inc. | 0.24% | 71,980 | $8.5M | Reduce -0.3% |
| PWR Quanta Services Inc. | 0.23% | 11,295 | $8.1M | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.22% | 76,928 | $7.9M | Reduce -3.5% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 135,139 | $7.8M | Reduce -6.6% |
| DHR Danaher Corp. | 0.22% | 40,732 | $7.8M | Reduce -12.1% |
| HPE Hewlett Packard Enterprise | 0.21% | 166,209 | $7.5M | Reduce -1.8% |
| TRV The Travelers Cos Inc. | 0.21% | 22,400 | $7.4M | No change |
| SOLS Solstice Adv Materials Inc. | 0.21% | 82,570 | $7.3M | Reduce -1.1% |
| BA The Boeing Co. | 0.20% | 33,211 | $7.2M | Reduce -7.0% |
| COR Cencora Inc. | 0.20% | 24,781 | $7.0M | Add +46.4% |
| CARR Carrier Global Corp. | 0.19% | 92,400 | $6.8M | Reduce -5.7% |
| Q Qnity Electronics Inc. | 0.19% | 41,490 | $6.8M | Reduce -0.2% |
| APD Air Products & Chemicals Inc. | 0.19% | 22,743 | $6.7M | Reduce -2.3% |
| DUK Duke Energy Corp. | 0.19% | 52,277 | $6.6M | Reduce -6.4% |
| MO Altria Group Inc. | 0.18% | 90,463 | $6.5M | No change |
| MS Morgan Stanley | 0.16% | 26,714 | $5.6M | Reduce -2.3% |
| PSX Phillips 66 | 0.16% | 32,672 | $5.5M | Reduce -1.2% |
Portfolio Sells Q1 2026 → Q2 2026
| HON Honeywell International Inc. | Reduce -28.3% | 1.75% | −0.96 |
| MCK McKesson Corp. | Reduce -7.5% | 2.03% | −0.73 |
| WMT Walmart Inc. | Reduce -3.0% | 2.32% | −0.56 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 1.46% | −0.55 |
| CVX Chevron Corp. | Reduce -1.5% | 0.96% | −0.38 |
| GILD Gilead Sciences Inc. | Reduce -5.6% | 1.13% | −0.32 |
| PFE Pfizer Inc. | Reduce -2.6% | 0.75% | −0.24 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.88% | −0.24 |
| COP Conocophillips | Reduce -2.4% | 0.45% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 2.09% | −0.19 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.72% | −0.19 |
| SSNC Ss&c Technologies Holdings | Reduce -60.5% | 0.09% | −0.17 |
| NEM Newmont Corp. | Reduce -1.0% | 0.58% | −0.17 |
| TJX TJX Companies Inc. | Reduce -7.3% | 0.66% | −0.16 |
| MPC Marathon Petroleum Corp. | Reduce -4.3% | 1.52% | −0.15 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.4% | 0.67% | −0.14 |
| AMGN Amgen Inc. | Reduce -4.0% | 1.14% | −0.13 |
| RTX RTX Corp. | Reduce -1.7% | 0.91% | −0.12 |
| KMB Kimberly-Clark Corp. | Reduce -11.8% | 1.23% | −0.12 |
| ADBE Adobe Inc. | Reduce -83.5% | 0.01% | −0.09 |
| TEL Te Connectivity PLC | Reduce -1.0% | 0.54% | −0.08 |
| MDT Medtronic PLC | Reduce -56.0% | 0.05% | −0.08 |
| ITW Illinois Tool Works | Reduce -1.3% | 1.05% | −0.08 |
| HD Home Depot Inc. | Reduce -3.6% | 1.12% | −0.07 |
| CRM Salesforce Inc. | Reduce -73.0% | 0.02% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 0.41% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.81% | −0.06 |
| IP International Paper Co. | Reduce -35.8% | 0.09% | −0.05 |
| DHR Danaher Corp. | Reduce -12.1% | 0.22% | −0.05 |
| IR Ingersoll-Rand Inc. | Reduce -1.2% | 0.53% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -26.7% | 0.07% | −0.05 |
| NFLX Netflix Inc. | Reduce -24.7% | 0.05% | −0.04 |
| ETR Entergy Corp. | Reduce -3.1% | 0.39% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -1.6% | 0.10% | −0.04 |
| AVY Avery Dennison Corp. | Reduce -48.0% | 0.03% | −0.04 |
| DUK Duke Energy Corp. | Reduce -6.4% | 0.19% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.6% | 0.22% | −0.04 |
| ALLE Allegion PLC | Reduce -1.5% | 0.24% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -1.3% | 0.50% | −0.04 |
| DOW Dow Inc. | Reduce -8.7% | 0.04% | −0.04 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.03 |
| PSX Phillips 66 | Reduce -1.2% | 0.16% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.8% | 0.62% | −0.03 |
| SRE Sempra | Reduce -3.0% | 0.13% | −0.03 |
| LW Lamb Weston Holdings Inc. | Reduce -35.2% | 0.03% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -2.3% | 0.19% | −0.02 |
| TGT Target Corp. | Reduce -20.6% | 0.07% | −0.02 |
| MELI MercadoLibre Inc. | Reduce -53.7% | 0.01% | −0.02 |
| GEHC GE Healthcare Technology | Reduce -21.1% | 0.04% | −0.02 |
| WCN Waste Connections Inc. | Reduce -58.7% | 0.01% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| HONA Honeywell Aerospace Inc. | Add +885.7% | 1.19% | +1.06 |
| CSCO Cisco Systems Inc. | Add +1.1% | 2.21% | +0.62 |
| DELL Dell Technologies -C | Add +3.1% | 0.97% | +0.57 |
| HON Honeywell International Inc. | New | 0.33% | +0.33 |
| NVDA Nvidia Corp. | Add +38.2% | 1.05% | +0.32 |
| TRGP Targa Resources Corp. | New | 0.28% | +0.28 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.1% | 0.80% | +0.24 |
| IBM Intl Business Machines Corp. | Add +1.4% | 2.86% | +0.19 |
| JBL Jabil Inc. | Add +1.0% | 0.70% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 1.20% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.40% | +0.11 |
| ABBV Abbvie Inc. | Add +2.9% | 1.31% | +0.10 |
| ALL Allstate Corp. | Add +2.5% | 1.46% | +0.10 |
| PTC PTC Inc. | Add +91.3% | 0.30% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 2.94% | +0.07 |
| V Visa Inc. Class A | Add +0.9% | 1.07% | +0.04 |
| MSI Motorola Solutions Inc. | Add +24.2% | 0.52% | +0.04 |
| AXON Axon Enterprise Inc. | New | 0.04% | +0.04 |
| COR Cencora Inc. | Add +46.4% | 0.20% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +41.2% | 0.09% | +0.03 |
| EXPE Expedia Group Inc. | Add +5.1% | 0.50% | +0.03 |
| Samsung Electronics GDR | New | 0.03% | +0.03 |
| IAU iShares Gold Trust | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | Add +2.7% | 0.57% | +0.02 |
| Asml Holding NV Eur0 09 (post Split) | New | 0.02% | +0.02 |
| Advantest Corp NPV | New | 0.01% | +0.01 |
| Tokio Marine Holdings Inc | New | 0.01% | +0.01 |
| Banco Santander | New | 0.01% | +0.01 |
| Prysmian Spa | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +22.2% | 0.04% | +0.01 |
| Iberdrola SA Euro | New | 0.01% | +0.01 |
| SCBFF Standard Chartered PLC | New | 0.01% | +0.01 |
| Mitsubishi UFJ Financial Group | New | 0.01% | +0.01 |
| Astrazeneca PLC | New | 0.01% | +0.01 |
| BNPQY BNP Paribas-ADR | New | 0.01% | +0.01 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.01% | +0.01 |
| Allianz Se | New | 0.01% | +0.01 |
| Coca-Cola HBC AG Ord CHF6 70 | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.01% | +0.01 |
| AAGIY Aia Group Ltd.-SP ADR | New | 0.01% | +0.01 |
| VMC Vulcan Materials Co. | Add +43.8% | 0.03% | +0.01 |
| Deutsche Telekom Npv(regd) | New | 0.01% | +0.01 |
| ELV Elevance Health Inc. | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| Vinci | New | 0.01% | +0.01 |
| Hitachi NPV | New | 0.01% | +0.01 |
| Total | New | 0.01% | +0.01 |
| Infineon Technolog Ord NPV (regd) | New | 0.01% | +0.01 |
| Sony Group Corporation | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +9.7% | 0.04% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 274 | $3.5B | MSFT, AAPL, GOOG, CAT, JPM |
| Q1 2026 | 220 | $3.2B | MSFT, AAPL, WMT, JPM, MCK |
| Q4 2025 | 214 | $3.2B | MSFT, AAPL, IBM, JPM, GOOG |
| Q3 2025 | 214 | $3.2B | MSFT, AAPL, IBM, TT, JPM |
| Q2 2025 | 216 | $3.0B | MSFT, AAPL, IBM, TT, HON |
| Q1 2025 | 213 | $2.9B | MSFT, AAPL, PG, IBM, HON |
| Q4 2024 | 210 | $2.9B | MSFT, AAPL, TT, PG, HON |
| Q3 2024 | 212 | $3.0B | MSFT, AAPL, TT, PG, HON |
| Q2 2024 | 205 | $2.8B | MSFT, AAPL, PG, HON, TT |
| Q1 2024 | 203 | $2.9B | MSFT, AAPL, PG, HON, TT |