Meyer Handelman Co.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Meyer Handelman Co. reported 216 stock positions worth $3.0 billion. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Apple (AAPL, 3.9%) and Intl Business Machines (IBM, 3.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 39 and reduced 104. The biggest buy was Intl Business Machines (IBM, shares +1%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RYE BROOK, NY
- CIK
- 0000045319
- Portfolio Value
- $3.0B (Q2 2025)
- SEC Filing
- 0000045319-25-000004 ↗ filed Jul 16, 2025
Holdings Value
Holdings 216 stocks · $3.0B
| MSFT Microsoft Corp. | 7.80% | 475,528 | $236.5M | Reduce -0.8% |
| AAPL Apple Inc. | 3.94% | 581,776 | $119.4M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.45% | 355,207 | $104.7M | Add +0.6% |
| TT Trane Technologies PLC | 3.34% | 231,654 | $101.3M | Reduce -7.1% |
| HON Honeywell International Inc. | 3.13% | 407,490 | $94.9M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 2.88% | 548,790 | $87.4M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 2.88% | 301,059 | $87.3M | Add +0.5% |
| MCK McKesson Corp. | 2.59% | 107,081 | $78.5M | Reduce -2.3% |
| WMT Walmart Inc. | 2.43% | 753,809 | $73.7M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.39% | 329,727 | $72.3M | Add +0.7% |
| KMB Kimberly-Clark Corp. | 1.88% | 441,805 | $57.0M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.80% | 307,678 | $54.6M | Add +3.3% |
| VZ Verizon Communications Inc. | 1.62% | 1,135,054 | $49.1M | Add +2.2% |
| CAT Caterpillar Inc. | 1.58% | 123,276 | $47.9M | Reduce -0.7% |
| HD Home Depot Inc. | 1.50% | 123,711 | $45.4M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.46% | 60,153 | $44.4M | Add +5.4% |
| CSCO Cisco Systems Inc. | 1.43% | 626,505 | $43.5M | Add +1.2% |
| QCOM Qualcomm Inc. | 1.42% | 270,139 | $43.0M | Reduce -4.8% |
| GE General Electric filed as GE AEROSPACE | 1.38% | 162,160 | $41.7M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.36% | 382,101 | $41.2M | Reduce -0.4% |
| MPC Marathon Petroleum Corp. | 1.32% | 241,536 | $40.1M | Reduce -0.2% |
| GILD Gilead Sciences Inc. | 1.30% | 356,619 | $39.5M | Reduce -2.4% |
| ETN Eaton Corp. PLC | 1.28% | 109,094 | $38.9M | Reduce -1.3% |
| ALL Allstate Corp. | 1.27% | 190,802 | $38.4M | Add +1.8% |
| ITW Illinois Tool Works | 1.21% | 148,347 | $36.7M | Reduce -0.5% |
| SYY Sysco Corp. | 1.19% | 476,924 | $36.1M | Reduce -3.9% |
| AMGN Amgen Inc. | 1.19% | 128,794 | $36.0M | Reduce -2.4% |
| V Visa Inc. Class A | 1.05% | 89,644 | $31.8M | Add +3.4% |
| PEP Pepsico Inc. | 1.03% | 237,529 | $31.4M | Reduce -1.6% |
| PFE Pfizer Inc. | 1.02% | 1,280,447 | $31.0M | Reduce -0.9% |
| CVX Chevron Corp. | 1.02% | 216,466 | $31.0M | Reduce -2.2% |
| ABBV Abbvie Inc. | 1.01% | 164,866 | $30.6M | Add +1.6% |
| TXN Texas Instruments Inc. | 1.01% | 146,953 | $30.5M | Reduce 0.0% |
| MCD McDonald's Corp. | 1.00% | 103,309 | $30.2M | Reduce -2.1% |
| MRK Merck & Co. Inc. | 0.97% | 371,148 | $29.4M | Add +0.3% |
| MMM 3M Co. | 0.91% | 180,280 | $27.4M | Reduce -9.4% |
| RTX RTX Corp. | 0.86% | 178,561 | $26.1M | Reduce -4.8% |
| ADP Automatic Data Processing | 0.86% | 84,153 | $26.0M | Add +12.2% |
| BMY Bristol-Myers Squibb Co. | 0.81% | 527,956 | $24.4M | Reduce -3.2% |
| GLW Corning Inc. | 0.74% | 423,842 | $22.3M | Reduce -1.2% |
| IR Ingersoll-Rand Inc. | 0.73% | 266,393 | $22.2M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.73% | 28,329 | $22.1M | Reduce -1.9% |
| NVDA Nvidia Corp. | 0.72% | 138,347 | $21.9M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 171,825 | $21.2M | Reduce -3.5% |
| GEV GE Vernova Inc. | 0.68% | 39,027 | $20.7M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.68% | 116,854 | $20.6M | Add +3.4% |
| KO The Coca-Cola Co. | 0.66% | 282,775 | $20.0M | Reduce -1.1% |
| PPG PPG Industries Inc. | 0.63% | 167,838 | $19.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.62% | 122,159 | $18.7M | Reduce -10.3% |
| WFC Wells Fargo & Co. | 0.58% | 218,711 | $17.5M | Reduce -0.5% |
| TEL Te Connectivity PLC | 0.56% | 101,370 | $17.1M | Reduce -0.2% |
| OMC Omnicom Group | 0.56% | 235,999 | $17.0M | Add +4.8% |
| CME Cme Group Inc. | 0.56% | 61,572 | $17.0M | Add +26.2% |
| NEE Nextera Energy Inc. | 0.55% | 240,315 | $16.7M | Add +0.0% |
| NRG NRG Energy Inc. | 0.52% | 98,226 | $15.8M | Add +4.5% |
| CL Colgate-Palmolive Co. | 0.52% | 173,410 | $15.8M | No change |
| ABT Abbott Laboratories | 0.48% | 107,187 | $14.6M | Reduce -0.1% |
| ETR Entergy Corp. | 0.47% | 170,858 | $14.2M | Reduce -0.8% |
| FCX Freeport-McMoran Inc. | 0.46% | 318,463 | $13.8M | Reduce -0.9% |
| COP Conocophillips | 0.45% | 153,507 | $13.8M | Add +0.7% |
| EMR Emerson Electric Co. | 0.45% | 102,305 | $13.6M | Reduce -1.3% |
| NEM Newmont Corp. | 0.45% | 232,178 | $13.5M | Reduce -0.1% |
| BAX Baxter International Inc. | 0.42% | 422,083 | $12.8M | Add +1.7% |
| JBL Jabil Inc. | 0.39% | 54,071 | $11.8M | Add +3.4% |
| GPC Genuine Parts Co. | 0.38% | 93,862 | $11.4M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 0.37% | 15,775 | $11.2M | Reduce -15.1% |
| BX Blackstone Inc. | 0.36% | 73,792 | $11.0M | Reduce -0.9% |
| AXP American Express Co. | 0.36% | 34,460 | $11.0M | No change |
| MDLZ Mondelez International Inc. Class A | 0.36% | 160,785 | $10.8M | Reduce -11.0% |
| PM Philip Morris International | 0.35% | 57,814 | $10.5M | Reduce -1.4% |
| NUE Nucor Corp. | 0.35% | 81,112 | $10.5M | Reduce -0.3% |
| CHKP Check Point Software Tech | 0.34% | 46,739 | $10.3M | Add +3.3% |
| DHR Danaher Corp. | 0.32% | 49,327 | $9.7M | No change |
| ALLE Allegion PLC | 0.31% | 64,930 | $9.4M | Reduce -2.7% |
| JCI Johnson Controls Internation | 0.30% | 86,205 | $9.1M | Reduce -6.7% |
| APD Air Products & Chemicals Inc. | 0.30% | 31,733 | $9.0M | Reduce -0.2% |
| BA The Boeing Co. | 0.29% | 42,206 | $8.8M | Reduce -5.2% |
| OTIS Otis Worldwide Corp. | 0.29% | 88,376 | $8.8M | Reduce -14.0% |
| ADBE Adobe Inc. | 0.29% | 22,460 | $8.7M | Add +35.6% |
| CARR Carrier Global Corp. | 0.28% | 117,565 | $8.6M | Reduce -3.0% |
| CRM Salesforce Inc. | 0.28% | 30,761 | $8.4M | Reduce -2.9% |
| DUK Duke Energy Corp. | 0.27% | 69,730 | $8.2M | Reduce -1.2% |
| AZO AutoZone Inc. | 0.27% | 2,185 | $8.1M | Add +1.9% |
| IP International Paper Co. | 0.27% | 173,126 | $8.1M | Reduce -1.4% |
| EXPE Expedia Group Inc. | 0.26% | 47,555 | $8.0M | Add +39.8% |
| DELL Dell Technologies -C | 0.26% | 64,786 | $7.9M | Add +6.7% |
| SBUX Starbucks Corp. | 0.26% | 86,198 | $7.9M | Reduce -0.6% |
| SSNC Ss&c Technologies Holdings | 0.25% | 91,111 | $7.5M | Add +6.8% |
| MDT Medtronic PLC | 0.23% | 79,792 | $7.0M | Reduce -16.4% |
| K Kellanova | 0.23% | 86,700 | $6.9M | No change |
| AEP American Electric Power | 0.23% | 66,186 | $6.9M | Reduce -2.3% |
| KR Kroger Co. | 0.23% | 95,714 | $6.9M | Add +40.1% |
| AVY Avery Dennison Corp. | 0.22% | 38,171 | $6.7M | Add +18.2% |
| TRV The Travelers Cos Inc. | 0.20% | 22,400 | $6.0M | No change |
| DD Dupont DE Nemours Inc. | 0.19% | 85,779 | $5.9M | Reduce -10.3% |
| MSI Motorola Solutions Inc. | 0.19% | 13,741 | $5.8M | No change |
| MO Altria Group Inc. | 0.17% | 90,225 | $5.3M | Add +0.8% |
| HPQ HP Inc. | 0.17% | 209,444 | $5.1M | Reduce -4.4% |
| CAG Conagra Brands Inc. | 0.16% | 243,890 | $5.0M | Reduce -10.3% |
| GIS General Mills Inc. | 0.16% | 96,192 | $5.0M | Reduce -6.7% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.0% | 3.94% | −0.61 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 2.88% | −0.40 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.2% | 0.81% | −0.35 |
| CVX Chevron Corp. | Reduce -2.2% | 1.02% | −0.27 |
| AMGN Amgen Inc. | Reduce -2.4% | 1.19% | −0.25 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 1.36% | −0.23 |
| PEP Pepsico Inc. | Reduce -1.6% | 1.03% | −0.23 |
| JNJ Johnson & Johnson | Reduce -10.3% | 0.62% | −0.17 |
| MCD McDonald's Corp. | Reduce -2.1% | 1.00% | −0.15 |
| HAL Halliburton Co. | Reduce -52.0% | 0.08% | −0.13 |
| GILD Gilead Sciences Inc. | Reduce -2.4% | 1.30% | −0.12 |
| PFE Pfizer Inc. | Reduce -0.9% | 1.02% | −0.12 |
| MMM 3M Co. | Reduce -9.4% | 0.91% | −0.11 |
| SYY Sysco Corp. | Reduce -3.9% | 1.19% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.73% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -4.8% | 1.42% | −0.10 |
| HD Home Depot Inc. | Reduce -0.5% | 1.50% | −0.09 |
| CAG Conagra Brands Inc. | Reduce -10.3% | 0.16% | −0.09 |
| DOW Dow Inc. | Reduce -18.7% | 0.12% | −0.08 |
| OTIS Otis Worldwide Corp. | Reduce -14.0% | 0.29% | −0.08 |
| LW Lamb Weston Holdings Inc. | Reduce -37.2% | 0.11% | −0.08 |
| ITW Illinois Tool Works | Reduce -0.5% | 1.21% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.0% | 0.36% | −0.07 |
| MDT Medtronic PLC | Reduce -16.4% | 0.23% | −0.07 |
| IP International Paper Co. | Reduce -1.4% | 0.27% | −0.06 |
| CVS CVS Health Corp. | Reduce -27.4% | 0.14% | −0.06 |
| TJX TJX Companies Inc. | Reduce -3.5% | 0.70% | −0.06 |
| DD Dupont DE Nemours Inc. | Reduce -10.3% | 0.19% | −0.05 |
| KO The Coca-Cola Co. | Reduce -1.1% | 0.66% | −0.05 |
| GIS General Mills Inc. | Reduce -6.7% | 0.16% | −0.05 |
| SWK Stanley Black & Decker Inc. | Reduce -9.9% | 0.15% | −0.05 |
| ETR Entergy Corp. | Reduce -0.8% | 0.47% | −0.04 |
| HPQ HP Inc. | Reduce -4.4% | 0.17% | −0.04 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -3.4% | 0.11% | −0.04 |
| SBUX Starbucks Corp. | Reduce -0.6% | 0.26% | −0.04 |
| CPB The Campbell's Company | Reduce -2.3% | 0.08% | −0.03 |
| TGT Target Corp. | Reduce -10.7% | 0.13% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -0.2% | 0.30% | −0.03 |
| AEP American Electric Power | Reduce -2.3% | 0.23% | −0.03 |
| DUK Duke Energy Corp. | Reduce -1.2% | 0.27% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -13.1% | 0.06% | −0.03 |
| SLB SLB Ltd. | Reduce -28.8% | 0.03% | −0.03 |
| IR Ingersoll-Rand Inc. | Reduce -1.2% | 0.73% | −0.02 |
| BP BP PLC-Spons ADR | Reduce -1.2% | 0.09% | −0.02 |
| CRM Salesforce Inc. | Reduce -2.9% | 0.28% | −0.02 |
| PPG PPG Industries Inc. | Reduce -1.4% | 0.63% | −0.02 |
| GPC Genuine Parts Co. | Reduce -1.0% | 0.38% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -8.9% | 0.05% | −0.02 |
| PSX Phillips 66 | Reduce -1.9% | 0.15% | −0.02 |
| GEHC GE Healthcare Technology | Reduce -9.1% | 0.06% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| IBM Intl Business Machines Corp. | Add +0.6% | 3.45% | +0.39 |
| META Meta Platforms Inc. Class A | Add +5.4% | 1.46% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.88% | +0.32 |
| GEV GE Vernova Inc. | Add +0.1% | 0.68% | +0.27 |
| AMZN Amazon.com Inc. | Add +0.7% | 2.39% | +0.22 |
| NRG NRG Energy Inc. | Add +4.5% | 0.52% | +0.21 |
| NVDA Nvidia Corp. | Add +1.5% | 0.72% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 1.80% | +0.18 |
| JBL Jabil Inc. | Add +3.4% | 0.39% | +0.14 |
| CME Cme Group Inc. | Add +26.2% | 0.56% | +0.11 |
| CSCO Cisco Systems Inc. | Add +1.2% | 1.43% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.68% | +0.07 |
| DELL Dell Technologies -C | Add +6.7% | 0.26% | +0.07 |
| ADBE Adobe Inc. | Add +35.6% | 0.29% | +0.07 |
| EXPE Expedia Group Inc. | Add +39.8% | 0.26% | +0.07 |
| KR Kroger Co. | Add +40.1% | 0.23% | +0.07 |
| ADP Automatic Data Processing | Add +12.2% | 0.86% | +0.06 |
| AVY Avery Dennison Corp. | Add +18.2% | 0.22% | +0.02 |
| SPOT Spotify Technology SA | New | 0.01% | +0.01 |
| COF Capital One Financial Corp. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.01% | +0.01 |
| AIR Aar Corp. | New | 0.01% | +0.01 |
| CHTR Charter Communications Inc. Class A | New | 0.01% | +0.01 |
| HLN Haleon PLC-ADR | New | 0.01% | +0.01 |
| LMT Lockheed Martin Corp. | Add +5.4% | 0.09% | +0.00 |
| GOVT iShares US Treasury Bond ETF | Add +11.4% | 0.01% | +0.00 |
| SSNC Ss&c Technologies Holdings | Add +6.8% | 0.25% | +0.00 |
| FE Firstenergy Corp. | Add +3.3% | 0.02% | −0.00 |
| GSK GSK PLC-Spon ADR | Add +4.4% | 0.02% | −0.00 |
| T AT&T Inc. | Add +1.0% | 0.05% | −0.00 |
| SJM The JM Smucker Co. | Add +13.2% | 0.03% | −0.00 |
| V Visa Inc. Class A | Add +3.4% | 1.05% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 0.08% | −0.01 |
| MO Altria Group Inc. | Add +0.8% | 0.17% | −0.01 |
| AZO AutoZone Inc. | Add +1.9% | 0.27% | −0.02 |
| CHKP Check Point Software Tech | Add +3.3% | 0.34% | −0.02 |
| NEE Nextera Energy Inc. | Add +0.0% | 0.55% | −0.04 |
| BAX Baxter International Inc. | Add +1.7% | 0.42% | −0.07 |
| ALL Allstate Corp. | Add +1.8% | 1.27% | −0.09 |
| OMC Omnicom Group | Add +4.8% | 0.56% | −0.09 |
| COP Conocophillips | Add +0.7% | 0.45% | −0.10 |
| VZ Verizon Communications Inc. | Add +2.2% | 1.62% | −0.14 |
| ABBV Abbvie Inc. | Add +1.6% | 1.01% | −0.18 |
| MRK Merck & Co. Inc. | Add +0.3% | 0.97% | −0.19 |
| KMB Kimberly-Clark Corp. | Add +0.3% | 1.88% | −0.30 |
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 |