Meyer Handelman Co.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Meyer Handelman Co. reported 203 stock positions worth $2.9 billion. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Apple (AAPL, 3.6%) and Procter & Gamble (PG, 3.2%). Compared with Q4 2023, it opened 18 new positions, sold out of 5, added to 51 and reduced 95. The biggest buy was Meta Platforms Class A (META, shares +45%) and the biggest sale Honeywell International (HON, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- RYE BROOK, NY
- CIK
- 0000045319
- Portfolio Value
- $2.9B (Q1 2024)
- SEC Filing
- 0000045319-24-000002 ↗ filed Apr 11, 2024
Holdings Value
Holdings 203 stocks · $2.9B
| MSFT Microsoft Corp. | 7.33% | 496,655 | $209.0M | Add +3.0% |
| AAPL Apple Inc. | 3.63% | 604,207 | $103.6M | Add +16.0% |
| PG The Procter & Gamble Co. | 3.22% | 565,266 | $91.7M | Add +0.5% |
| HON Honeywell International Inc. | 2.98% | 413,804 | $84.9M | Reduce -4.5% |
| TT Trane Technologies PLC | 2.87% | 272,923 | $81.9M | Reduce -2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.39% | 357,575 | $68.3M | Add +7.8% |
| MCK McKesson Corp. | 2.12% | 112,697 | $60.5M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 2.03% | 319,900 | $57.8M | Add +10.9% |
| JPM JPMorgan Chase & Co. | 1.99% | 283,626 | $56.8M | Add +8.6% |
| KMB Kimberly-Clark Corp. | 1.99% | 438,817 | $56.8M | Reduce -0.5% |
| QCOM Qualcomm Inc. | 1.85% | 311,471 | $52.7M | Reduce -1.0% |
| MPC Marathon Petroleum Corp. | 1.77% | 250,296 | $50.4M | Add +4.4% |
| HD Home Depot Inc. | 1.77% | 131,359 | $50.4M | Add +10.8% |
| CAT Caterpillar Inc. | 1.66% | 129,226 | $47.4M | Reduce -2.6% |
| MRK Merck & Co. Inc. | 1.64% | 353,445 | $46.6M | Add +11.2% |
| GOOG Alphabet Inc. Class C | 1.62% | 303,173 | $46.2M | Add +3.7% |
| XOM Exxon Mobil Corp. | 1.59% | 391,593 | $45.5M | Add +5.9% |
| SYY Sysco Corp. | 1.58% | 556,794 | $45.2M | Add +0.6% |
| WMT Walmart Inc. | 1.56% | 738,661 | $44.4M | Add +3.6% |
| PEP Pepsico Inc. | 1.56% | 253,769 | $44.4M | Add +3.9% |
| ITW Illinois Tool Works | 1.43% | 151,776 | $40.7M | Reduce -0.2% |
| PFE Pfizer Inc. | 1.42% | 1,459,023 | $40.5M | Add +3.8% |
| ETN Eaton Corp. PLC | 1.41% | 128,608 | $40.2M | Reduce -4.5% |
| VZ Verizon Communications Inc. | 1.35% | 919,618 | $38.6M | Add +2.4% |
| CVX Chevron Corp. | 1.24% | 224,914 | $35.5M | Reduce -6.2% |
| AMGN Amgen Inc. | 1.21% | 121,131 | $34.4M | Add +12.5% |
| MCD McDonald's Corp. | 1.15% | 116,685 | $32.9M | Add +6.5% |
| INTC Intel Corp. | 1.12% | 722,103 | $31.9M | Reduce -3.2% |
| GE General Electric | 1.12% | 181,294 | $31.8M | Reduce -9.3% |
| BMY Bristol-Myers Squibb Co. | 1.12% | 586,634 | $31.8M | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 1.09% | 624,766 | $31.2M | Add +0.5% |
| GILD Gilead Sciences Inc. | 1.01% | 392,112 | $28.7M | Add +0.2% |
| ALL Allstate Corp. | 1.01% | 165,925 | $28.7M | Add +14.3% |
| TXN Texas Instruments Inc. | 0.97% | 159,513 | $27.8M | Reduce -8.3% |
| PPG PPG Industries Inc. | 0.97% | 190,249 | $27.6M | Reduce -0.4% |
| IR Ingersoll-Rand Inc. | 0.92% | 276,957 | $26.3M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.89% | 139,683 | $25.4M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.88% | 51,714 | $25.1M | Add +44.9% |
| JNJ Johnson & Johnson | 0.83% | 150,015 | $23.7M | Add +11.7% |
| LLY Eli Lilly & Co. | 0.82% | 30,144 | $23.5M | Reduce -3.0% |
| V Visa Inc. Class A | 0.75% | 76,363 | $21.3M | Add +39.1% |
| RTX RTX Corp. | 0.74% | 216,068 | $21.1M | Reduce -4.9% |
| MMM 3M Co. | 0.72% | 194,643 | $20.6M | Add +2.5% |
| NEE Nextera Energy Inc. | 0.70% | 312,715 | $20.0M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.66% | 75,576 | $18.9M | Reduce -0.1% |
| CAG Conagra Brands Inc. | 0.64% | 618,966 | $18.3M | Reduce -1.2% |
| FCX Freeport-McMoran Inc. | 0.64% | 386,796 | $18.2M | Reduce -18.1% |
| KO The Coca-Cola Co. | 0.63% | 293,873 | $18.0M | Add +22.9% |
| DOW Dow Inc. | 0.62% | 306,679 | $17.8M | Reduce -3.0% |
| CL Colgate-Palmolive Co. | 0.59% | 188,406 | $17.0M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 166,574 | $16.9M | Add +27.4% |
| NUE Nucor Corp. | 0.58% | 83,692 | $16.6M | Add +13.8% |
| MDT Medtronic PLC | 0.57% | 188,107 | $16.4M | Reduce -10.2% |
| GLW Corning Inc. | 0.56% | 482,122 | $15.9M | Reduce -11.6% |
| GOOGL Alphabet Inc. Class A | 0.55% | 104,758 | $15.8M | Add +29.3% |
| TEL Te Connectivity Ltd. | 0.54% | 105,823 | $15.4M | Reduce -20.5% |
| GPC Genuine Parts Co. | 0.53% | 97,234 | $15.1M | Reduce -2.4% |
| WFC Wells Fargo & Co. | 0.52% | 255,944 | $14.8M | Add +0.2% |
| DHR Danaher Corp. | 0.51% | 58,523 | $14.6M | Add +54.3% |
| MDLZ Mondelez International Inc. Class A | 0.51% | 207,585 | $14.5M | Add +11.0% |
| BAX Baxter International Inc. | 0.50% | 334,817 | $14.3M | Add +44.3% |
| LW Lamb Weston Holdings Inc. | 0.50% | 133,537 | $14.2M | Reduce -0.7% |
| DD Dupont DE Nemours Inc. | 0.49% | 180,621 | $13.8M | Reduce -40.2% |
| EMR Emerson Electric Co. | 0.47% | 118,610 | $13.5M | Reduce -4.5% |
| OMC Omnicom Group | 0.46% | 134,370 | $13.0M | Add +231.1% |
| ABT Abbott Laboratories | 0.43% | 108,533 | $12.3M | No change |
| NVDA Nvidia Corp. | 0.43% | 13,542 | $12.2M | Add +1.9% |
| BA The Boeing Co. | 0.43% | 62,956 | $12.1M | Add +6.0% |
| SWK Stanley Black & Decker Inc. | 0.38% | 109,448 | $10.7M | Reduce -21.8% |
| HAL Halliburton Co. | 0.37% | 267,949 | $10.6M | Reduce -2.9% |
| CRM Salesforce Inc. | 0.37% | 35,045 | $10.6M | Add +0.0% |
| ETR Entergy Corp. | 0.37% | 99,344 | $10.5M | Reduce -16.3% |
| CVS CVS Health Corp. | 0.37% | 130,990 | $10.4M | Add +6.2% |
| OTIS Otis Worldwide Corp. | 0.35% | 101,606 | $10.1M | Reduce -10.6% |
| BX Blackstone Inc. | 0.35% | 76,512 | $10.1M | Add +58.7% |
| COP Conocophillips | 0.35% | 78,340 | $10.0M | Reduce -7.5% |
| ALLE Allegion PLC | 0.35% | 73,362 | $9.9M | Reduce -3.7% |
| DUK Duke Energy Corp. | 0.33% | 97,207 | $9.4M | Reduce -17.4% |
| TGT Target Corp. | 0.33% | 52,675 | $9.3M | Add +3.4% |
| APD Air Products & Chemicals Inc. | 0.32% | 38,068 | $9.2M | Reduce -10.9% |
| GS Goldman Sachs Group Inc. | 0.32% | 21,900 | $9.1M | No change |
| NEM Newmont Corp. | 0.31% | 246,105 | $8.8M | Reduce -5.1% |
| JCI Johnson Controls Internation | 0.30% | 132,724 | $8.7M | Reduce -37.0% |
| SBUX Starbucks Corp. | 0.30% | 93,388 | $8.5M | Reduce -0.1% |
| AXP American Express Co. | 0.28% | 34,500 | $7.9M | No change |
| IP International Paper Co. | 0.27% | 197,884 | $7.7M | Reduce -7.7% |
| GIS General Mills Inc. | 0.26% | 106,680 | $7.5M | No change |
| HPQ HP Inc. | 0.26% | 246,894 | $7.5M | Reduce -3.6% |
| CARR Carrier Global Corp. | 0.26% | 127,115 | $7.4M | Reduce -19.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.25% | 54,260 | $7.2M | Reduce -4.9% |
| C Citigroup Inc. | 0.25% | 110,695 | $7.0M | Reduce -37.1% |
| MRO Marathon Oil Corp. | 0.24% | 243,580 | $6.9M | Reduce -0.5% |
| PSX Phillips 66 | 0.23% | 39,872 | $6.5M | No change |
| TRV The Travelers Cos Inc. | 0.22% | 27,450 | $6.3M | No change |
| PM Philip Morris International | 0.22% | 68,434 | $6.3M | Add +23.3% |
| AEP American Electric Power | 0.21% | 71,139 | $6.1M | Reduce -0.0% |
| K Kellanova | 0.21% | 106,700 | $6.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 47,068 | $5.8M | Reduce -6.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.18% | 95,982 | $5.3M | Reduce -19.9% |
| CHKP Check Point Software Tech | 0.18% | 31,643 | $5.2M | New |
Portfolio Sells Q4 2023 → Q1 2024
| HON Honeywell International Inc. | Reduce -4.5% | 2.98% | −0.56 |
| DD Dupont DE Nemours Inc. | Reduce -40.2% | 0.49% | −0.42 |
| INTC Intel Corp. | Reduce -3.2% | 1.12% | −0.34 |
| TEL Te Connectivity Ltd. | Reduce -20.5% | 0.54% | −0.19 |
| TXN Texas Instruments Inc. | Reduce -8.3% | 0.97% | −0.18 |
| JCI Johnson Controls Internation | Reduce -37.0% | 0.30% | −0.17 |
| ENB Enbridge Inc. | Reduce -64.7% | 0.08% | −0.16 |
| SWK Stanley Black & Decker Inc. | Reduce -21.8% | 0.38% | −0.16 |
| CVX Chevron Corp. | Reduce -6.2% | 1.24% | −0.15 |
| PPG PPG Industries Inc. | Reduce -0.4% | 0.97% | −0.15 |
| FCX Freeport-McMoran Inc. | Reduce -18.1% | 0.64% | −0.15 |
| APD Air Products & Chemicals Inc. | Reduce -10.9% | 0.32% | −0.13 |
| ITW Illinois Tool Works | Reduce -0.2% | 1.43% | −0.12 |
| MS Morgan Stanley | Reduce -51.1% | 0.09% | −0.12 |
| DUK Duke Energy Corp. | Reduce -17.4% | 0.33% | −0.12 |
| NEM Newmont Corp. | Reduce -5.1% | 0.31% | −0.11 |
| C Citigroup Inc. | Reduce -37.1% | 0.25% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.1% | 1.12% | −0.11 |
| ETR Entergy Corp. | Reduce -16.3% | 0.37% | −0.10 |
| MDT Medtronic PLC | Reduce -10.2% | 0.57% | −0.10 |
| KMB Kimberly-Clark Corp. | Reduce -0.5% | 1.99% | −0.10 |
| CARR Carrier Global Corp. | Reduce -19.7% | 0.26% | −0.09 |
| SPGI S&P Global Inc. | Reduce -30.0% | 0.14% | −0.09 |
| GLW Corning Inc. | Reduce -11.6% | 0.56% | −0.09 |
| PARAA Paramount Global Class B | Reduce -41.4% | 0.05% | −0.07 |
| LW Lamb Weston Holdings Inc. | Reduce -0.7% | 0.50% | −0.07 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.06 |
| SLB SLB Ltd. | Reduce -19.9% | 0.18% | −0.06 |
| CAG Conagra Brands Inc. | Reduce -1.2% | 0.64% | −0.06 |
| DOW Dow Inc. | Reduce -3.0% | 0.62% | −0.05 |
| SBUX Starbucks Corp. | Reduce -0.1% | 0.30% | −0.05 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -50.9% | 0.03% | −0.05 |
| SXT Sensient Technologies Corp. | Reduce -38.8% | 0.06% | −0.04 |
| KHC The Kraft Heinz Co. | Reduce -11.2% | 0.17% | −0.04 |
| SRE Sempra | Reduce -9.5% | 0.16% | −0.04 |
| OTIS Otis Worldwide Corp. | Reduce -10.6% | 0.35% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.70% | −0.04 |
| HPQ HP Inc. | Reduce -3.6% | 0.26% | −0.04 |
| COP Conocophillips | Reduce -7.5% | 0.35% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -0.8% | 0.11% | −0.03 |
| IP International Paper Co. | Reduce -7.7% | 0.27% | −0.03 |
| ALLE Allegion PLC | Reduce -3.7% | 0.35% | −0.03 |
| SEE Sealed Air Corp. | Reduce -14.3% | 0.10% | −0.03 |
| T AT&T Inc. | Reduce -17.2% | 0.09% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.66% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -13.6% | 0.10% | −0.02 |
| OXY Occidental Petroleum Corp. | Reduce -25.1% | 0.06% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -9.9% | 0.08% | −0.02 |
| CPB The Campbell's Company | Reduce -5.0% | 0.15% | −0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -4.9% | 0.25% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +44.9% | 0.88% | +0.39 |
| MPC Marathon Petroleum Corp. | Add +4.4% | 1.77% | +0.38 |
| AMZN Amazon.com Inc. | Add +10.9% | 2.03% | +0.32 |
| OMC Omnicom Group | Add +231.1% | 0.46% | +0.32 |
| MRK Merck & Co. Inc. | Add +11.2% | 1.64% | +0.29 |
| IBM Intl Business Machines Corp. | Add +7.8% | 2.39% | +0.28 |
| MSFT Microsoft Corp. | Add +3.0% | 7.33% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +8.6% | 1.99% | +0.26 |
| ALL Allstate Corp. | Add +14.3% | 1.01% | +0.22 |
| V Visa Inc. Class A | Add +39.1% | 0.75% | +0.19 |
| CHKP Check Point Software Tech | New | 0.18% | +0.18 |
| AZO AutoZone Inc. | New | 0.18% | +0.18 |
| NVDA Nvidia Corp. | Add +1.9% | 0.43% | +0.17 |
| DHR Danaher Corp. | Add +54.3% | 0.51% | +0.17 |
| HD Home Depot Inc. | Add +10.8% | 1.77% | +0.17 |
| XOM Exxon Mobil Corp. | Add +5.9% | 1.59% | +0.15 |
| BAX Baxter International Inc. | Add +44.3% | 0.50% | +0.15 |
| TJX TJX Companies Inc. | Add +27.4% | 0.59% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +29.3% | 0.55% | +0.11 |
| BX Blackstone Inc. | Add +58.7% | 0.35% | +0.11 |
| WMT Walmart Inc. | Add +3.6% | 1.56% | +0.10 |
| NUE Nucor Corp. | Add +13.8% | 0.58% | +0.08 |
| KO The Coca-Cola Co. | Add +22.9% | 0.63% | +0.08 |
| IDXX Idexx Laboratories Inc. | New | 0.08% | +0.08 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +1.3% | 0.89% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +207.8% | 0.08% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.05% | +0.05 |
| TGT Target Corp. | Add +3.4% | 0.33% | +0.04 |
| UBER Uber Technologies Inc. | New | 0.04% | +0.04 |
| HEI Heico Corp. | New | 0.04% | +0.04 |
| WCN Waste Connections Inc. | New | 0.04% | +0.04 |
| FTV Fortive Corp. | Add +73.8% | 0.08% | +0.04 |
| POST Post Holdings Inc. | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | Add +2.4% | 1.35% | +0.03 |
| COST Costco Wholesale Corp. | Add +328.3% | 0.04% | +0.03 |
| MO Altria Group Inc. | Add +32.8% | 0.15% | +0.03 |
| ADSK Autodesk Inc. | New | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | Add +0.2% | 0.52% | +0.03 |
| AMT American Tower Corp. | New | 0.03% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +11.3% | 0.13% | +0.03 |
| NOW ServiceNow Inc. | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +23.3% | 0.22% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 1.62% | +0.01 |
| VLTO Veralto Corp. | Add +37.2% | 0.05% | +0.01 |
| JNJ Johnson & Johnson | Add +11.7% | 0.83% | +0.01 |
| CRM Salesforce Inc. | Add +0.0% | 0.37% | +0.01 |
| MA Mastercard Inc. Class A | New | 0.01% | +0.01 |
| CSGP Costar Group Inc. | New | 0.01% | +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 |