Meyer Handelman Co.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Meyer Handelman Co. reported 205 stock positions worth $2.8 billion. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Apple (AAPL, 4.5%) and Procter & Gamble (PG, 3.3%). Compared with Q1 2024, it opened 5 new positions, sold out of 5, added to 29 and reduced 104. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale Intel (INTC, shares −21%).

Most Recent 13F
Q2 2026
Location
RYE BROOK, NY
CIK
0000045319
Portfolio Value
$2.8B (Q2 2024)
SEC Filing
0000045319-24-000003 ↗ filed Jul 16, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.9B Q1 2024 Q2 2024: $2.8B $2.8B Q2 2024 Q3 2024: $3.0B Q3 2024 Q4 2024: $2.9B Q4 2024 Q1 2025: $2.9B Q1 2025 Q2 2025: $3.0B Q2 2025 Q3 2025: $3.2B Q3 2025 Q4 2025: $3.2B Q4 2025 Q1 2026: $3.2B Q1 2026 Q2 2026: $3.5B Q2 2026

Holdings 205 stocks · $2.8B
MSFT Microsoft Corp. 7.81% 496,590 $222.0M Reduce -0.0%
AAPL Apple Inc. 4.46% 601,932 $126.8M Reduce -0.4%
PG The Procter & Gamble Co. 3.27% 563,586 $92.9M Reduce -0.3%
HON Honeywell International Inc. 3.11% 413,359 $88.3M Reduce -0.1%
TT Trane Technologies PLC 3.08% 266,118 $87.5M Reduce -2.5%
MCK McKesson Corp. 2.32% 112,597 $65.8M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.19% 360,465 $62.3M Add +0.8%
AMZN Amazon.com Inc. 2.19% 321,995 $62.2M Add +0.7%
QCOM Qualcomm Inc. 2.18% 310,201 $61.8M Reduce -0.4%
KMB Kimberly-Clark Corp. 2.14% 440,247 $60.8M Add +0.3%
JPM JPMorgan Chase & Co. 2.06% 289,716 $58.6M Add +2.1%
GOOG Alphabet Inc. Class C 1.96% 303,498 $55.7M Add +0.1%
WMT Walmart Inc. 1.78% 747,506 $50.6M Add +1.2%
HD Home Depot Inc. 1.59% 131,359 $45.2M No change
XOM Exxon Mobil Corp. 1.58% 390,100 $44.9M Reduce -0.4%
MRK Merck & Co. Inc. 1.56% 358,235 $44.3M Add +1.4%
MPC Marathon Petroleum Corp. 1.52% 249,361 $43.3M Reduce -0.4%
CAT Caterpillar Inc. 1.49% 127,241 $42.4M Reduce -1.5%
PEP Pepsico Inc. 1.47% 253,664 $41.8M Reduce -0.0%
AMGN Amgen Inc. 1.43% 129,831 $40.6M Add +7.2%
VZ Verizon Communications Inc. 1.41% 973,547 $40.1M Add +5.9%
PFE Pfizer Inc. 1.40% 1,423,218 $39.8M Reduce -2.5%
ETN Eaton Corp. PLC 1.40% 126,898 $39.8M Reduce -1.3%
SYY Sysco Corp. 1.34% 531,319 $37.9M Reduce -4.6%
ITW Illinois Tool Works 1.26% 151,307 $35.9M Reduce -0.3%
CVX Chevron Corp. 1.23% 223,499 $35.0M Reduce -0.6%
TXN Texas Instruments Inc. 1.06% 154,813 $30.1M Reduce -3.0%
CSCO Cisco Systems Inc. 1.05% 629,561 $29.9M Add +0.8%
MCD McDonald's Corp. 1.00% 111,500 $28.4M Reduce -4.4%
META Meta Platforms Inc. Class A 0.97% 54,824 $27.6M Add +6.0%
ALL Allstate Corp. 0.97% 172,385 $27.5M Add +3.9%
GE General Electric filed as GE AEROSPACE 0.95% 169,569 $27.0M Reduce -6.5%
LLY Eli Lilly & Co. 0.95% 29,764 $26.9M Reduce -1.3%
GILD Gilead Sciences Inc. 0.93% 383,369 $26.3M Reduce -2.2%
ABBV Abbvie Inc. 0.89% 148,078 $25.4M Add +6.0%
IR Ingersoll-Rand Inc. 0.88% 276,455 $25.1M Reduce -0.2%
BMY Bristol-Myers Squibb Co. 0.84% 575,029 $23.9M Reduce -2.0%
PPG PPG Industries Inc. 0.81% 183,294 $23.1M Reduce -3.7%
JNJ Johnson & Johnson 0.76% 147,902 $21.6M Reduce -1.4%
RTX RTX Corp. 0.75% 213,368 $21.4M Reduce -1.3%
V Visa Inc. Class A 0.74% 79,648 $20.9M Add +4.3%
MMM 3M Co. 0.71% 198,173 $20.3M Add +1.8%
NEE Nextera Energy Inc. 0.70% 282,670 $20.0M Reduce -9.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.70% 179,829 $19.8M Add +8.0%
GOOGL Alphabet Inc. Class A 0.68% 105,833 $19.3M Add +1.0%
KO The Coca-Cola Co. 0.66% 293,473 $18.7M Reduce -0.1%
FCX Freeport-McMoran Inc. 0.65% 382,501 $18.6M Reduce -1.1%
CL Colgate-Palmolive Co. 0.64% 188,406 $18.3M No change
ADP Automatic Data Processing 0.63% 75,366 $18.0M Reduce -0.3%
INTC Intel Corp. 0.62% 569,311 $17.6M Reduce -21.2%
GLW Corning Inc. 0.59% 429,082 $16.7M Reduce -11.0%
NVDA Nvidia Corp. 0.57% 131,820 $16.3M Reduce -2.7%
CAG Conagra Brands Inc. 0.56% 560,981 $15.9M Reduce -9.4%
TEL Te Connectivity Ltd. 0.56% 105,448 $15.9M Reduce -0.3%
DOW Dow Inc. 0.56% 298,329 $15.8M Reduce -2.7%
WFC Wells Fargo & Co. 0.53% 255,804 $15.2M Reduce -0.1%
OMC Omnicom Group 0.50% 157,497 $14.1M Add +17.2%
DHR Danaher Corp. 0.50% 56,523 $14.1M Reduce -3.4%
GPC Genuine Parts Co. 0.47% 97,234 $13.4M No change
NUE Nucor Corp. 0.46% 83,292 $13.2M Reduce -0.5%
EMR Emerson Electric Co. 0.46% 118,430 $13.0M Reduce -0.1%
MDT Medtronic PLC 0.46% 164,785 $13.0M Reduce -12.4%
BAX Baxter International Inc. 0.45% 385,972 $12.9M Add +15.3%
MDLZ Mondelez International Inc. Class A 0.45% 196,235 $12.8M Reduce -5.5%
ABT Abbott Laboratories 0.40% 108,033 $11.2M Reduce -0.5%
LW Lamb Weston Holdings Inc. 0.39% 133,271 $11.2M Reduce -0.2%
BA The Boeing Co. 0.39% 61,216 $11.1M Reduce -2.8%
DD Dupont DE Nemours Inc. 0.36% 125,800 $10.1M Reduce -30.4%
OTIS Otis Worldwide Corp. 0.35% 103,276 $9.9M Add +1.6%
ETR Entergy Corp. 0.35% 92,109 $9.9M Reduce -7.3%
APD Air Products & Chemicals Inc. 0.35% 38,018 $9.8M Reduce -0.1%
NEM Newmont Corp. 0.34% 233,758 $9.8M Reduce -5.0%
GS Goldman Sachs Group Inc. 0.34% 21,470 $9.7M Reduce -2.0%
BX Blackstone Inc. 0.33% 75,262 $9.3M Reduce -1.6%
CRM Salesforce Inc. 0.32% 35,091 $9.0M Add +0.1%
HAL Halliburton Co. 0.32% 266,549 $9.0M Reduce -0.5%
COP Conocophillips 0.31% 77,760 $8.9M Reduce -0.7%
HPQ HP Inc. 0.30% 246,044 $8.6M Reduce -0.3%
ALLE Allegion PLC 0.30% 72,462 $8.6M Reduce -1.2%
JCI Johnson Controls Internation 0.30% 128,477 $8.5M Reduce -3.2%
IP International Paper Co. 0.28% 186,094 $8.0M Reduce -6.0%
AXP American Express Co. 0.28% 34,500 $8.0M No change
CARR Carrier Global Corp. 0.28% 126,440 $8.0M Reduce -0.5%
DUK Duke Energy Corp. 0.28% 79,150 $7.9M Reduce -18.6%
TGT Target Corp. 0.27% 52,645 $7.8M Reduce -0.1%
CVS CVS Health Corp. 0.27% 130,515 $7.7M Reduce -0.4%
SWK Stanley Black & Decker Inc. 0.26% 91,812 $7.3M Reduce -16.1%
GEV GE Vernova Inc. 0.26% 42,304 $7.3M Reduce -6.7%
SBUX Starbucks Corp. 0.25% 92,093 $7.2M Reduce -1.4%
MRO Marathon Oil Corp. 0.24% 239,580 $6.9M Reduce -1.6%
GIS General Mills Inc. 0.24% 106,680 $6.7M No change
PM Philip Morris International 0.23% 64,234 $6.5M Reduce -6.1%
CHKP Check Point Software Tech 0.22% 38,523 $6.4M Add +21.7%
K Kellanova 0.22% 106,700 $6.2M No change
AEP American Electric Power 0.21% 68,419 $6.0M Reduce -3.8%
PSX Phillips 66 0.20% 39,772 $5.6M Reduce -0.3%
TRV The Travelers Cos Inc. 0.20% 27,400 $5.6M Reduce -0.2%
MSI Motorola Solutions Inc. 0.19% 13,741 $5.3M Reduce -0.6%
ZBH Zimmer Biomet Holdings Inc. 0.18% 48,190 $5.2M Reduce -11.2%
C Citigroup Inc. 0.18% 81,561 $5.2M Reduce -26.3%

Show all 205 holdings

Portfolio Sells Q1 2024 → Q2 2024
INTC Intel Corp. Reduce -21.2% 0.62% −0.50
BMY Bristol-Myers Squibb Co. Reduce -2.0% 0.84% −0.27
SYY Sysco Corp. Reduce -4.6% 1.34% −0.25
MPC Marathon Petroleum Corp. Reduce -0.4% 1.52% −0.25
CAT Caterpillar Inc. Reduce -1.5% 1.49% −0.17
GE General Electric Reduce -6.5% 0.95% −0.17
ITW Illinois Tool Works Reduce -0.3% 1.26% −0.17
PPG PPG Industries Inc. Reduce -3.7% 0.81% −0.15
MCD McDonald's Corp. Reduce -4.4% 1.00% −0.15
DD Dupont DE Nemours Inc. Reduce -30.4% 0.36% −0.13
MDT Medtronic PLC Reduce -12.4% 0.46% −0.12
SWK Stanley Black & Decker Inc. Reduce -16.1% 0.26% −0.12
NUE Nucor Corp. Reduce -0.5% 0.46% −0.12
LW Lamb Weston Holdings Inc. Reduce -0.2% 0.39% −0.10
CVS CVS Health Corp. Reduce -0.4% 0.27% −0.09
PEP Pepsico Inc. Reduce -0.0% 1.47% −0.08
CAG Conagra Brands Inc. Reduce -9.4% 0.56% −0.08
GILD Gilead Sciences Inc. Reduce -2.2% 0.93% −0.08
JNJ Johnson & Johnson Reduce -1.4% 0.76% −0.07
ZBH Zimmer Biomet Holdings Inc. Reduce -11.2% 0.18% −0.07
DIS The Walt Disney Co. Reduce -17.8% 0.14% −0.07
DOW Dow Inc. Reduce -2.7% 0.56% −0.07
C Citigroup Inc. Reduce -26.3% 0.18% −0.06
SPGI S&P Global Inc. Reduce -46.1% 0.08% −0.06
KHC The Kraft Heinz Co. Reduce -24.5% 0.11% −0.06
MDLZ Mondelez International Inc. Class A Reduce -5.5% 0.45% −0.06
SLB SLB Ltd. Reduce -19.3% 0.13% −0.06
HAL Halliburton Co. Reduce -0.5% 0.32% −0.05
TGT Target Corp. Reduce -0.1% 0.27% −0.05
DUK Duke Energy Corp. Reduce -18.6% 0.28% −0.05
SBUX Starbucks Corp. Reduce -1.4% 0.25% −0.05
ALLE Allegion PLC Reduce -1.2% 0.30% −0.05
IR Ingersoll-Rand Inc. Reduce -0.2% 0.88% −0.04
ABT Abbott Laboratories Reduce -0.5% 0.40% −0.04
PARAA Paramount Global Class B Reduce -72.6% 0.01% −0.04
COP Conocophillips Reduce -0.7% 0.31% −0.04
BA The Boeing Co. Reduce -2.8% 0.39% −0.03
T AT&T Inc. Reduce -42.0% 0.06% −0.03
PSX Phillips 66 Reduce -0.3% 0.20% −0.03
ADP Automatic Data Processing Reduce -0.3% 0.63% −0.03
AMT American Tower Corp. Sold out 0.00% −0.03
BR Broadridge Financial Solutio Reduce -47.8% 0.03% −0.03
GEHC GE Healthcare Technology Reduce -11.2% 0.09% −0.03
TRV The Travelers Cos Inc. Reduce -0.2% 0.20% −0.03
WY Weyerhaeuser Co. Reduce -6.1% 0.07% −0.03
BX Blackstone Inc. Reduce -1.6% 0.33% −0.02
SEE Sealed Air Corp. Reduce -15.7% 0.08% −0.02
ETR Entergy Corp. Reduce -7.3% 0.35% −0.02
TSLA Tesla Inc. Reduce -70.5% 0.01% −0.02
PFE Pfizer Inc. Reduce -2.5% 1.40% −0.02

Portfolio Buys Q1 2024 → Q2 2024
GOOG Alphabet Inc. Class C Add +0.1% 1.96% +0.34
WMT Walmart Inc. Add +1.2% 1.78% +0.22
AMGN Amgen Inc. Add +7.2% 1.43% +0.22
AMZN Amazon.com Inc. Add +0.7% 2.19% +0.17
KMB Kimberly-Clark Corp. Add +0.3% 2.14% +0.15
SSNC Ss&c Technologies Holdings New 0.14% +0.14
GOOGL Alphabet Inc. Class A Add +1.0% 0.68% +0.12
TJX TJX Companies Inc. Add +8.0% 0.70% +0.10
META Meta Platforms Inc. Class A Add +6.0% 0.97% +0.09
DELL Dell Technologies -C Add +82.5% 0.15% +0.08
JPM JPMorgan Chase & Co. Add +2.1% 2.06% +0.07
VZ Verizon Communications Inc. Add +5.9% 1.41% +0.06
CHKP Check Point Software Tech Add +21.7% 0.22% +0.04
OMC Omnicom Group Add +17.2% 0.50% +0.04
IVV iShares Core S&P 500 ETF Add +35.5% 0.09% +0.03
MRVL Marvell Technology Inc. New 0.01% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +16.7% 0.06% +0.01
BSX Boston Scientific Corp. New 0.01% +0.01
LMT Lockheed Martin Corp. Add +8.0% 0.08% +0.01
IBKR Interactive Brokers Gro Class A New 0.01% +0.01
BAC Bank of America Corp. New 0.01% +0.01
UBER Uber Technologies Inc. Add +12.5% 0.04% +0.00
ABBV Abbvie Inc. Add +6.0% 0.89% +0.00
AZO AutoZone Inc. Add +4.0% 0.18% −0.00
OTIS Otis Worldwide Corp. Add +1.6% 0.35% −0.00
CTVA Corteva Inc. Add +2.2% 0.09% −0.00
MMM 3M Co. Add +1.8% 0.71% −0.01
V Visa Inc. Class A Add +4.3% 0.74% −0.01
ALL Allstate Corp. Add +3.9% 0.97% −0.04
CSCO Cisco Systems Inc. Add +0.8% 1.05% −0.04
BAX Baxter International Inc. Add +15.3% 0.45% −0.05
CRM Salesforce Inc. Add +0.1% 0.32% −0.05
MRK Merck & Co. Inc. Add +1.4% 1.56% −0.07
IBM Intl Business Machines Corp. Add +0.8% 2.19% −0.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 274$3.5BMSFT, AAPL, GOOG, CAT, JPM
Q1 2026 220$3.2BMSFT, AAPL, WMT, JPM, MCK
Q4 2025 214$3.2BMSFT, AAPL, IBM, JPM, GOOG
Q3 2025 214$3.2BMSFT, AAPL, IBM, TT, JPM
Q2 2025 216$3.0BMSFT, AAPL, IBM, TT, HON
Q1 2025 213$2.9BMSFT, AAPL, PG, IBM, HON
Q4 2024 210$2.9BMSFT, AAPL, TT, PG, HON
Q3 2024 212$3.0BMSFT, AAPL, TT, PG, HON
Q2 2024 205$2.8BMSFT, AAPL, PG, HON, TT
Q1 2024 203$2.9BMSFT, AAPL, PG, HON, TT