Meyer Handelman Co.

Name: MEYER HANDELMAN CO 13F holdings, Q1 2025
Creator: MEYER HANDELMAN CO
Published: 2025-04-08

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Meyer Handelman Co. reported 213 stock positions worth $2.9 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Apple (AAPL, 4.5%) and Procter & Gamble (PG, 3.3%). Compared with Q4 2024, it opened 8 new positions, sold out of 5, added to 36 and reduced 115. The biggest buy was Intl Business Machines (IBM, shares +0%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F: Q2 2026
Location: RYE BROOK, NY
CIK: 0000045319
Portfolio Value: $2.9B (Q1 2025)
SEC Filing: 0000045319-25-000002 ↗ filed Apr 8, 2025

Holdings Value

Holdings 213 stocks · $2.9B


MSFT Microsoft Corp.	6.27%	479,434	$180.0M	Add +0.0%
AAPL Apple Inc.	4.55%	587,399	$130.5M	Reduce -0.8%
PG The Procter & Gamble Co.	3.29%	553,621	$94.3M	Reduce -0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	3.06%	352,991	$87.8M	Add +0.2%
HON Honeywell International Inc.	3.01%	408,305	$86.5M	Reduce -0.1%
TT Trane Technologies PLC	2.93%	249,303	$84.0M	Reduce -2.1%
MCK McKesson Corp.	2.57%	109,612	$73.8M	Reduce -1.5%
JPM JPMorgan Chase & Co.	2.56%	299,544	$73.5M	Add +0.3%
WMT Walmart Inc.	2.31%	755,009	$66.3M	Reduce -0.6%
KMB Kimberly-Clark Corp.	2.18%	440,422	$62.6M	Add +0.2%
AMZN Amazon.com Inc.	2.17%	327,403	$62.3M	Add +0.4%
VZ Verizon Communications Inc.	1.76%	1,110,948	$50.4M	Add +7.3%
GOOG Alphabet Inc. Class C	1.62%	297,803	$46.5M	Reduce -1.2%
XOM Exxon Mobil Corp.	1.59%	383,651	$45.6M	Reduce -0.3%
HD Home Depot Inc.	1.59%	124,358	$45.6M	Reduce -4.0%
QCOM Qualcomm Inc.	1.52%	283,612	$43.6M	Reduce -6.2%
AMGN Amgen Inc.	1.43%	131,912	$41.1M	Reduce -0.7%
GILD Gilead Sciences Inc.	1.43%	365,524	$41.0M	Reduce -1.0%
CAT Caterpillar Inc.	1.43%	124,136	$40.9M	Reduce -0.3%
ALL Allstate Corp.	1.35%	187,521	$38.8M	Add +5.6%
CSCO Cisco Systems Inc.	1.33%	619,213	$38.2M	Reduce -2.1%
SYY Sysco Corp.	1.30%	496,274	$37.2M	Reduce -1.5%
CVX Chevron Corp.	1.29%	221,255	$37.0M	Add +0.2%
ITW Illinois Tool Works	1.29%	149,067	$37.0M	Reduce -0.4%
PEP Pepsico Inc.	1.26%	241,294	$36.2M	Reduce -0.0%
MPC Marathon Petroleum Corp.	1.23%	241,936	$35.2M	Reduce -0.1%
ABBV Abbvie Inc.	1.18%	162,244	$34.0M	Add +4.8%
BMY Bristol-Myers Squibb Co.	1.16%	545,263	$33.3M	Reduce -1.4%
MRK Merck & Co. Inc.	1.16%	370,222	$33.2M	Add +1.8%
MCD McDonald's Corp.	1.15%	105,576	$33.0M	Reduce -1.9%
META Meta Platforms Inc. Class A	1.15%	57,069	$32.9M	Add +0.2%
PFE Pfizer Inc.	1.14%	1,291,797	$32.7M	Reduce -0.7%
GE General Electric filed as GE AEROSPACE	1.13%	162,657	$32.6M	Reduce -0.3%
V Visa Inc. Class A	1.06%	86,741	$30.4M	Add +0.3%
ETN Eaton Corp. PLC	1.05%	110,479	$30.0M	Reduce -5.2%
MMM 3M Co.	1.02%	199,026	$29.2M	Add +0.7%
TXN Texas Instruments Inc.	0.92%	146,960	$26.4M	No change
RTX RTX Corp.	0.87%	187,633	$24.9M	Reduce -8.3%
LLY Eli Lilly & Co.	0.83%	28,868	$23.8M	Reduce -0.6%
ADP Automatic Data Processing	0.80%	74,976	$22.9M	Reduce -0.3%
JNJ Johnson & Johnson	0.79%	136,109	$22.6M	Reduce -0.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.76%	178,070	$21.7M	Reduce -2.2%
IR Ingersoll-Rand Inc.	0.75%	269,608	$21.6M	Add +0.3%
KO The Coca-Cola Co.	0.71%	285,792	$20.5M	Reduce -0.6%
GLW Corning Inc.	0.68%	428,842	$19.6M	No change
OMC Omnicom Group	0.65%	225,131	$18.7M	Add +18.3%
PPG PPG Industries Inc.	0.65%	170,253	$18.6M	Reduce -3.8%
GOOGL Alphabet Inc. Class A	0.61%	112,999	$17.5M	Add +1.1%
NEE Nextera Energy Inc.	0.59%	240,235	$17.0M	Reduce -7.8%
CL Colgate-Palmolive Co.	0.57%	173,410	$16.2M	Reduce -0.0%
COP Conocophillips	0.56%	152,388	$16.0M	Add +0.9%
WFC Wells Fargo & Co.	0.55%	219,711	$15.8M	Reduce -12.4%
NVDA Nvidia Corp.	0.51%	136,286	$14.8M	Add +2.8%
ETR Entergy Corp.	0.51%	172,183	$14.7M	Reduce -3.6%
TEL Te Connectivity PLC	0.50%	101,610	$14.4M	Reduce -0.0%
ABT Abbott Laboratories	0.50%	107,287	$14.2M	Reduce -0.1%
BAX Baxter International Inc.	0.50%	415,082	$14.2M	Add +8.6%
CME Cme Group Inc.	0.45%	48,793	$12.9M	Add +84.4%
MDLZ Mondelez International Inc. Class A	0.43%	180,685	$12.3M	Reduce -6.1%
FCX Freeport-McMoran Inc.	0.42%	321,313	$12.2M	Reduce -9.6%
GEV GE Vernova Inc.	0.41%	39,005	$11.9M	Reduce -0.1%
EMR Emerson Electric Co.	0.40%	103,618	$11.4M	Reduce -1.7%
GPC Genuine Parts Co.	0.39%	94,812	$11.3M	Reduce -0.9%
NEM Newmont Corp.	0.39%	232,373	$11.2M	Reduce -0.2%
OTIS Otis Worldwide Corp.	0.37%	102,745	$10.6M	Reduce -2.7%
BX Blackstone Inc.	0.36%	74,452	$10.4M	Reduce -0.8%
CHKP Check Point Software Tech	0.36%	45,239	$10.3M	Add +9.3%
GS Goldman Sachs Group Inc.	0.35%	18,575	$10.1M	Reduce -11.3%
DHR Danaher Corp.	0.35%	49,327	$10.1M	Reduce -5.1%
NUE Nucor Corp.	0.34%	81,362	$9.8M	Reduce -0.5%
APD Air Products & Chemicals Inc.	0.33%	31,788	$9.4M	Reduce -1.9%
IP International Paper Co.	0.33%	175,494	$9.4M	Reduce -0.8%
PM Philip Morris International	0.32%	58,619	$9.3M	No change
AXP American Express Co.	0.32%	34,460	$9.3M	Reduce -0.1%
NRG NRG Energy Inc.	0.31%	93,977	$9.0M	Add +19.0%
ALLE Allegion PLC	0.30%	66,743	$8.7M	Reduce -3.5%
DUK Duke Energy Corp.	0.30%	70,572	$8.6M	Reduce -6.6%
MDT Medtronic PLC	0.30%	95,402	$8.6M	Reduce -10.7%
CRM Salesforce Inc.	0.30%	31,690	$8.5M	Reduce -0.5%
SBUX Starbucks Corp.	0.30%	86,673	$8.5M	Reduce -3.0%
AZO AutoZone Inc.	0.28%	2,145	$8.2M	Add +1.9%
CARR Carrier Global Corp.	0.27%	121,240	$7.7M	Reduce -1.6%
BA The Boeing Co.	0.26%	44,531	$7.6M	Reduce -12.2%
AEP American Electric Power	0.26%	67,731	$7.4M	Reduce -0.8%
JCI Johnson Controls Internation	0.26%	92,385	$7.4M	Reduce -19.4%
CAG Conagra Brands Inc.	0.25%	271,856	$7.3M	Reduce -18.2%
K Kellanova	0.25%	86,700	$7.2M	No change
DD Dupont DE Nemours Inc.	0.25%	95,615	$7.1M	Reduce -12.8%
SSNC Ss&c Technologies Holdings	0.25%	85,305	$7.1M	Add +14.2%
JBL Jabil Inc.	0.25%	52,316	$7.1M	Add +2.6%
ADBE Adobe Inc.	0.22%	16,560	$6.4M	Add +562.4%
GIS General Mills Inc.	0.21%	103,072	$6.2M	Reduce -3.4%
HPQ HP Inc.	0.21%	219,144	$6.1M	Reduce -2.1%
MSI Motorola Solutions Inc.	0.21%	13,741	$6.0M	No change
HAL Halliburton Co.	0.21%	235,599	$6.0M	Reduce -7.9%
TRV The Travelers Cos Inc.	0.21%	22,400	$5.9M	No change
DOW Dow Inc.	0.20%	164,655	$5.7M	Reduce -32.1%
AVY Avery Dennison Corp.	0.20%	32,283	$5.7M	Add +41.7%
EXPE Expedia Group Inc.	0.20%	34,018	$5.7M	New
CVS CVS Health Corp.	0.19%	81,961	$5.6M	Reduce -27.4%

Show all 213 holdings

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -0.8%	4.55%	−0.59
GOOG Alphabet Inc. Class C	Reduce -1.2%	1.62%	−0.37
TT Trane Technologies PLC	Reduce -2.1%	2.93%	−0.33
ETN Eaton Corp. PLC	Reduce -5.2%	1.05%	−0.29
HON Honeywell International Inc.	Reduce -0.1%	3.01%	−0.18
HD Home Depot Inc.	Reduce -4.0%	1.59%	−0.16
DOW Dow Inc.	Reduce -32.1%	0.20%	−0.14
CAT Caterpillar Inc.	Reduce -0.3%	1.43%	−0.14
QCOM Qualcomm Inc.	Reduce -6.2%	1.52%	−0.09
BX Blackstone Inc.	Reduce -0.8%	0.36%	−0.08
PPG PPG Industries Inc.	Reduce -3.8%	0.65%	−0.08
LW Lamb Weston Holdings Inc.	Reduce -12.4%	0.19%	−0.08
TGT Target Corp.	Reduce -14.1%	0.16%	−0.08
CRM Salesforce Inc.	Reduce -0.5%	0.30%	−0.07
C Citigroup Inc.	Reduce -61.4%	0.04%	−0.07
INTC Intel Corp.	Reduce -54.5%	0.07%	−0.07
CAG Conagra Brands Inc.	Reduce -18.2%	0.25%	−0.07
WMT Walmart Inc.	Reduce -0.6%	2.31%	−0.06
GS Goldman Sachs Group Inc.	Reduce -11.3%	0.35%	−0.06
DHR Danaher Corp.	Reduce -5.1%	0.35%	−0.06
WFC Wells Fargo & Co.	Reduce -12.4%	0.55%	−0.06
EMR Emerson Electric Co.	Reduce -1.7%	0.40%	−0.06
JCI Johnson Controls Internation	Reduce -19.4%	0.26%	−0.06
PFE Pfizer Inc.	Reduce -0.7%	1.14%	−0.05
NEE Nextera Energy Inc.	Reduce -7.8%	0.59%	−0.05
BA The Boeing Co.	Reduce -12.2%	0.26%	−0.05
FCX Freeport-McMoran Inc.	Reduce -9.6%	0.42%	−0.04
HPE Hewlett Packard Enterprise	Reduce -5.1%	0.09%	−0.04
HPQ HP Inc.	Reduce -2.1%	0.21%	−0.04
DD Dupont DE Nemours Inc.	Reduce -12.8%	0.25%	−0.04
SRE Sempra	Reduce -3.3%	0.14%	−0.04
SYY Sysco Corp.	Reduce -1.5%	1.30%	−0.03
HAL Halliburton Co.	Reduce -7.9%	0.21%	−0.03
DIS The Walt Disney Co.	Reduce -20.7%	0.08%	−0.03
AXP American Express Co.	Reduce -0.1%	0.32%	−0.03
PWR Quanta Services Inc.	Reduce -4.0%	0.11%	−0.03
GEV GE Vernova Inc.	Reduce -0.1%	0.41%	−0.03
ITW Illinois Tool Works	Reduce -0.4%	1.29%	−0.03
CARR Carrier Global Corp.	Reduce -1.6%	0.27%	−0.02
SNPS Synopsys Inc.	Reduce -7.3%	0.10%	−0.02
GIS General Mills Inc.	Reduce -3.4%	0.21%	−0.02
AIR Aar Corp.	Sold out	0.00%	−0.02
BDX Becton Dickinson and Co.	Reduce -22.1%	0.07%	−0.02
CPB The Campbell's Company	Reduce -8.9%	0.12%	−0.02
SWK Stanley Black & Decker Inc.	Reduce -3.7%	0.19%	−0.01
SOLV Solventum Corp.	Reduce -57.3%	0.01%	−0.01
REGN Regeneron Pharmaceuticals	Reduce -3.0%	0.09%	−0.01
ENB Enbridge Inc.	Reduce -20.6%	0.06%	−0.01
ALV Autoliv Inc.	Reduce -16.9%	0.04%	−0.01
SYF Synchrony Financial	Reduce -0.0%	0.05%	−0.01

Portfolio Buys Q4 2024 → Q1 2025


IBM Intl Business Machines Corp.	Add +0.2%	3.06%	+0.38
VZ Verizon Communications Inc.	Add +7.3%	1.76%	+0.32
CME Cme Group Inc.	Add +84.4%	0.45%	+0.24
ABBV Abbvie Inc.	Add +4.8%	1.18%	+0.23
EXPE Expedia Group Inc.	New	0.20%	+0.20
KMB Kimberly-Clark Corp.	Add +0.2%	2.18%	+0.19
ADBE Adobe Inc.	Add +562.4%	0.22%	+0.18
CVX Chevron Corp.	Add +0.2%	1.29%	+0.18
ALL Allstate Corp.	Add +5.6%	1.35%	+0.17
KR Kroger Co.	New	0.16%	+0.16
MMM 3M Co.	Add +0.7%	1.02%	+0.14
V Visa Inc. Class A	Add +0.3%	1.06%	+0.11
BAX Baxter International Inc.	Add +8.6%	0.50%	+0.11
CHKP Check Point Software Tech	Add +9.3%	0.36%	+0.09
JPM JPMorgan Chase & Co.	Add +0.3%	2.56%	+0.08
OMC Omnicom Group	Add +18.3%	0.65%	+0.08
NRG NRG Energy Inc.	Add +19.0%	0.31%	+0.07
AVY Avery Dennison Corp.	Add +41.7%	0.20%	+0.05
SSNC Ss&c Technologies Holdings	Add +14.2%	0.25%	+0.05
AZO AutoZone Inc.	Add +1.9%	0.28%	+0.05
COP Conocophillips	Add +0.9%	0.56%	+0.04
MO Altria Group Inc.	Add +0.5%	0.19%	+0.03
SJM The JM Smucker Co.	Add +42.8%	0.04%	+0.01
UBER Uber Technologies Inc.	Add +10.3%	0.05%	+0.01
CEG Constellation Energy	New	0.01%	+0.01
VMC Vulcan Materials Co.	New	0.01%	+0.01
BABA Alibaba Group Holding-SP ADR	New	0.01%	+0.01
LIN Linde PLC	New	0.01%	+0.01
AES AES Corp.	New	0.00%	+0.00
DVN Devon Energy Corp.	Add +0.8%	0.03%	+0.00
WY Weyerhaeuser Co.	Add +0.1%	0.07%	+0.00
GEHC GE Healthcare Technology	Add +0.1%	0.08%	+0.00
GOVT iShares US Treasury Bond ETF	Add +14.6%	0.01%	+0.00
SLXN Silexion Therapeutics Corp.	New	0.00%	+0.00
LMT Lockheed Martin Corp.	Add +6.8%	0.09%	−0.00
JBL Jabil Inc.	Add +2.6%	0.25%	−0.01
META Meta Platforms Inc. Class A	Add +0.2%	1.15%	−0.01
DELL Dell Technologies -C	Add +6.6%	0.19%	−0.03
IR Ingersoll-Rand Inc.	Add +0.3%	0.75%	−0.09
MRK Merck & Co. Inc.	Add +1.8%	1.16%	−0.09
NVDA Nvidia Corp.	Add +2.8%	0.51%	−0.10
GOOGL Alphabet Inc. Class A	Add +1.1%	0.61%	−0.12
AMZN Amazon.com Inc.	Add +0.4%	2.17%	−0.30
MSFT Microsoft Corp.	Add +0.0%	6.27%	−0.72

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