Meyer Handelman Co.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Meyer Handelman Co. reported 220 stock positions worth $3.2 billion. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Apple (AAPL, 4.5%) and Walmart (WMT, 2.9%). Compared with Q4 2025, it opened 12 new positions, sold out of 6, added to 34 and reduced 110. The biggest buy was Verizon Communications (VZ, shares +3%) and the biggest sale Qualcomm (QCOM, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RYE BROOK, NY
- CIK
- 0000045319
- Portfolio Value
- $3.2B (Q1 2026)
- SEC Filing
- 0000045319-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 220 stocks · $3.2B
| MSFT Microsoft Corp. | 5.48% | 476,366 | $176.3M | Add +0.1% |
| AAPL Apple Inc. | 4.45% | 564,419 | $143.2M | Reduce -0.7% |
| WMT Walmart Inc. | 2.88% | 745,869 | $92.7M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.87% | 313,274 | $92.2M | Add +2.5% |
| MCK McKesson Corp. | 2.76% | 102,480 | $88.7M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 2.72% | 305,254 | $87.6M | Reduce -0.1% |
| HON Honeywell International Inc. | 2.71% | 386,139 | $87.3M | Reduce -2.5% |
| TT Trane Technologies PLC | 2.71% | 209,167 | $87.2M | Reduce -8.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.67% | 354,489 | $85.9M | Add +0.3% |
| CAT Caterpillar Inc. | 2.30% | 104,486 | $74.0M | Reduce -9.7% |
| AMZN Amazon.com Inc. | 2.30% | 354,843 | $73.9M | Add +2.2% |
| PG The Procter & Gamble Co. | 2.29% | 509,397 | $73.6M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 2.01% | 381,507 | $64.7M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 1.94% | 1,245,243 | $62.5M | Add +2.9% |
| GLW Corning Inc. | 1.67% | 395,752 | $53.8M | Reduce -0.9% |
| MPC Marathon Petroleum Corp. | 1.67% | 219,428 | $53.6M | Reduce -3.6% |
| CSCO Cisco Systems Inc. | 1.59% | 657,245 | $51.0M | Add +3.3% |
| GILD Gilead Sciences Inc. | 1.45% | 335,549 | $46.8M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 1.42% | 380,705 | $45.8M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 1.41% | 160,036 | $45.4M | Reduce -0.1% |
| ALL Allstate Corp. | 1.36% | 211,009 | $43.8M | Add +2.0% |
| KMB Kimberly-Clark Corp. | 1.34% | 447,415 | $43.2M | Add +1.4% |
| CVX Chevron Corp. | 1.33% | 207,023 | $42.8M | Reduce -1.6% |
| AMGN Amgen Inc. | 1.27% | 115,765 | $40.7M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 1.21% | 68,107 | $39.0M | Add +4.0% |
| ABBV Abbvie Inc. | 1.21% | 178,325 | $38.8M | Add +1.0% |
| HD Home Depot Inc. | 1.19% | 116,797 | $38.4M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 1.15% | 103,759 | $37.1M | Reduce -0.6% |
| ITW Illinois Tool Works | 1.12% | 138,836 | $36.1M | Reduce -0.4% |
| PEP Pepsico Inc. | 1.12% | 231,654 | $36.0M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 1.06% | 118,114 | $34.0M | Add +0.3% |
| RTX RTX Corp. | 1.03% | 172,126 | $33.2M | Reduce -1.8% |
| V Visa Inc. Class A | 1.02% | 109,011 | $32.9M | Add +8.2% |
| QCOM Qualcomm Inc. | 1.01% | 252,744 | $32.5M | Reduce -3.4% |
| GEV GE Vernova Inc. | 0.99% | 36,539 | $31.9M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.98% | 1,127,840 | $31.7M | Reduce -5.0% |
| SYY Sysco Corp. | 0.98% | 443,398 | $31.6M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.91% | 94,575 | $29.4M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.87% | 114,606 | $28.0M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.82% | 165,134 | $26.4M | Reduce -2.0% |
| BMY Bristol-Myers Squibb Co. | 0.81% | 431,165 | $26.2M | Reduce -1.1% |
| TXN Texas Instruments Inc. | 0.81% | 134,513 | $26.1M | Reduce -0.8% |
| CME Cme Group Inc. | 0.80% | 87,314 | $25.8M | Add +8.0% |
| LLY Eli Lilly & Co. | 0.78% | 27,119 | $24.9M | Reduce -2.5% |
| MMM 3M Co. | 0.76% | 167,364 | $24.3M | Reduce -4.4% |
| NEM Newmont Corp. | 0.75% | 222,823 | $24.1M | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.73% | 134,773 | $23.5M | Reduce -1.0% |
| COP Conocophillips | 0.65% | 158,135 | $20.9M | Reduce -4.6% |
| KO The Coca-Cola Co. | 0.65% | 273,075 | $20.8M | Reduce -2.6% |
| TEL Te Connectivity PLC | 0.62% | 95,950 | $20.1M | Reduce -3.0% |
| IR Ingersoll-Rand Inc. | 0.58% | 231,960 | $18.6M | Reduce -9.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 53,902 | $18.2M | Add +23.5% |
| OMC Omnicom Group | 0.56% | 240,466 | $18.1M | Add +29.2% |
| ADP Automatic Data Processing | 0.56% | 88,198 | $17.9M | Add +3.7% |
| NRG NRG Energy Inc. | 0.55% | 120,089 | $17.5M | Add +4.5% |
| WFC Wells Fargo & Co. | 0.54% | 218,261 | $17.4M | Reduce -0.1% |
| FCX Freeport-McMoran Inc. | 0.53% | 290,832 | $17.1M | Reduce -1.9% |
| JBL Jabil Inc. | 0.53% | 63,569 | $16.9M | Add +3.7% |
| PPG PPG Industries Inc. | 0.52% | 157,273 | $16.8M | Reduce -2.5% |
| MSI Motorola Solutions Inc. | 0.49% | 35,959 | $15.6M | Add +161.7% |
| NEE Nextera Energy Inc. | 0.47% | 163,240 | $15.2M | Reduce -22.9% |
| EXPE Expedia Group Inc. | 0.47% | 65,259 | $15.1M | Add +6.4% |
| CL Colgate-Palmolive Co. | 0.44% | 164,440 | $14.0M | Reduce -0.6% |
| ETR Entergy Corp. | 0.43% | 123,438 | $13.9M | Reduce -0.2% |
| RGLD Royal Gold Inc. | 0.40% | 50,580 | $12.9M | Add +40.5% |
| EMR Emerson Electric Co. | 0.40% | 97,485 | $12.8M | Reduce -0.2% |
| DELL Dell Technologies -C | 0.39% | 76,720 | $12.6M | Add +9.2% |
| NUE Nucor Corp. | 0.37% | 70,282 | $11.9M | Reduce -3.4% |
| GS Goldman Sachs Group Inc. | 0.37% | 13,995 | $11.8M | Reduce -2.5% |
| KR Kroger Co. | 0.34% | 152,207 | $11.0M | Add +9.1% |
| ABT Abbott Laboratories | 0.34% | 106,867 | $11.0M | Reduce -0.7% |
| CHKP Check Point Software Tech | 0.33% | 74,092 | $10.6M | Add +22.7% |
| AZO AutoZone Inc. | 0.33% | 3,096 | $10.5M | Add +19.8% |
| AXP American Express Co. | 0.32% | 34,365 | $10.4M | No change |
| JCI Johnson Controls Internation | 0.32% | 78,318 | $10.3M | Reduce -1.2% |
| PM Philip Morris International | 0.29% | 57,319 | $9.5M | Reduce -0.1% |
| ALLE Allegion PLC | 0.28% | 62,174 | $9.0M | No change |
| GPC Genuine Parts Co. | 0.28% | 84,567 | $8.9M | Reduce -5.1% |
| DHR Danaher Corp. | 0.27% | 46,332 | $8.8M | Reduce -3.1% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 144,687 | $8.3M | Reduce -2.8% |
| BX Blackstone Inc. | 0.26% | 72,157 | $8.3M | Reduce -1.4% |
| SSNC Ss&c Technologies Holdings | 0.26% | 122,527 | $8.3M | Add +12.1% |
| AEP American Electric Power | 0.26% | 62,931 | $8.2M | Reduce -1.8% |
| DUK Duke Energy Corp. | 0.23% | 55,830 | $7.3M | Reduce -11.9% |
| SBUX Starbucks Corp. | 0.22% | 79,673 | $7.1M | Reduce -0.3% |
| BA The Boeing Co. | 0.22% | 35,711 | $7.1M | Reduce -4.0% |
| PTC PTC Inc. | 0.21% | 48,544 | $6.9M | New |
| APD Air Products & Chemicals Inc. | 0.21% | 23,268 | $6.8M | Reduce -5.5% |
| TRV The Travelers Cos Inc. | 0.20% | 22,400 | $6.5M | No change |
| SOLS Solstice Adv Materials Inc. | 0.20% | 83,527 | $6.4M | Reduce -15.1% |
| PWR Quanta Services Inc. | 0.19% | 11,325 | $6.2M | Reduce -7.4% |
| PSX Phillips 66 | 0.19% | 33,072 | $6.0M | No change |
| MO Altria Group Inc. | 0.19% | 90,463 | $6.0M | No change |
| LMT Lockheed Martin Corp. | 0.18% | 9,642 | $5.8M | Add +1.7% |
| CARR Carrier Global Corp. | 0.17% | 97,990 | $5.5M | Reduce -6.0% |
| COR Cencora Inc. | 0.17% | 16,932 | $5.3M | New |
| SRE Sempra | 0.16% | 52,673 | $5.1M | Reduce -0.5% |
| Q Qnity Electronics Inc. | 0.15% | 41,577 | $4.8M | No change |
| IP International Paper Co. | 0.14% | 130,662 | $4.7M | Reduce -1.4% |
| MS Morgan Stanley | 0.14% | 27,338 | $4.5M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| QCOM Qualcomm Inc. | Reduce -3.4% | 1.01% | −0.39 |
| AAPL Apple Inc. | Reduce -0.7% | 4.45% | −0.38 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 2.72% | −0.28 |
| ADBE Adobe Inc. | Reduce -48.2% | 0.11% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -2.5% | 0.78% | −0.16 |
| CRM Salesforce Inc. | Reduce -47.9% | 0.09% | −0.15 |
| GE General Electric | Reduce -0.1% | 1.41% | −0.13 |
| MMM 3M Co. | Reduce -4.4% | 0.76% | −0.12 |
| OTIS Otis Worldwide Corp. | Reduce -39.8% | 0.12% | −0.11 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 0.54% | −0.10 |
| BX Blackstone Inc. | Reduce -1.4% | 0.26% | −0.10 |
| TEL Te Connectivity PLC | Reduce -3.0% | 0.62% | −0.08 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.34% | −0.08 |
| HD Home Depot Inc. | Reduce -1.0% | 1.19% | −0.08 |
| MDT Medtronic PLC | Reduce -29.9% | 0.13% | −0.08 |
| DHR Danaher Corp. | Reduce -3.1% | 0.27% | −0.07 |
| GPC Genuine Parts Co. | Reduce -5.1% | 0.28% | −0.07 |
| NVDA Nvidia Corp. | Reduce -1.0% | 0.73% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -22.9% | 0.47% | −0.06 |
| TT Trane Technologies PLC | Reduce -8.0% | 2.71% | −0.06 |
| IR Ingersoll-Rand Inc. | Reduce -9.0% | 0.58% | −0.05 |
| SYY Sysco Corp. | Reduce -0.7% | 0.98% | −0.05 |
| AVY Avery Dennison Corp. | Reduce -32.3% | 0.07% | −0.04 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -46.0% | 0.04% | −0.04 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -4.0% | 0.22% | −0.03 |
| BAX Baxter International Inc. | Reduce -45.8% | 0.03% | −0.03 |
| SJM The JM Smucker Co. | Reduce -70.6% | 0.01% | −0.03 |
| GIS General Mills Inc. | Reduce -3.0% | 0.09% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -2.5% | 0.37% | −0.03 |
| HPQ HP Inc. | Reduce -4.6% | 0.12% | −0.03 |
| SNPS Synopsys Inc. | Reduce -14.3% | 0.06% | −0.03 |
| MET Metlife Inc. | Reduce -18.8% | 0.06% | −0.02 |
| CVS CVS Health Corp. | Reduce -9.4% | 0.10% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 2.29% | −0.02 |
| LW Lamb Weston Holdings Inc. | Reduce -27.8% | 0.06% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -28.4% | 0.08% | −0.02 |
| SPGI S&P Global Inc. | Reduce -25.3% | 0.03% | −0.02 |
| IP International Paper Co. | Reduce -1.4% | 0.14% | −0.02 |
| XYL Xylem Inc. | Reduce -4.5% | 0.07% | −0.01 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.01 |
| CAG Conagra Brands Inc. | Reduce -24.6% | 0.02% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -0.1% | 0.05% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.2% | 0.40% | −0.01 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -10.3% | 0.06% | −0.01 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.2% | 0.09% | −0.01 |
| AVGO Broadcom Inc. | Reduce -9.2% | 0.03% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VZ Verizon Communications Inc. | Add +2.9% | 1.94% | +0.40 |
| MSI Motorola Solutions Inc. | Add +161.7% | 0.49% | +0.32 |
| PTC PTC Inc. | New | 0.21% | +0.21 |
| MRK Merck & Co. Inc. | Add +0.6% | 1.42% | +0.18 |
| COR Cencora Inc. | New | 0.17% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.5% | 0.57% | +0.15 |
| RGLD Royal Gold Inc. | Add +40.5% | 0.40% | +0.15 |
| DELL Dell Technologies -C | Add +9.2% | 0.39% | +0.11 |
| CME Cme Group Inc. | Add +8.0% | 0.80% | +0.11 |
| OMC Omnicom Group | Add +29.2% | 0.56% | +0.09 |
| JBL Jabil Inc. | Add +3.7% | 0.53% | +0.09 |
| KR Kroger Co. | Add +9.1% | 0.34% | +0.07 |
| CSCO Cisco Systems Inc. | Add +3.3% | 1.59% | +0.05 |
| AZO AutoZone Inc. | Add +19.8% | 0.33% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | Add +1.7% | 0.18% | +0.04 |
| FITB Fifth Third Bancorp | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| SLB SLB Ltd. | Add +39.8% | 0.03% | +0.01 |
| ALL Allstate Corp. | Add +2.0% | 1.36% | +0.01 |
| AZN Astrazeneca PLC | New | 0.01% | +0.01 |
| LBRX LB Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| NVS Novartis AG-Sponsored ADR | New | 0.01% | +0.01 |
| AIR Aar Corp. | New | 0.01% | +0.01 |
| SLV iShares Silver Trust | New | 0.01% | +0.01 |
| MELI MercadoLibre Inc. | Add +43.5% | 0.03% | +0.01 |
| TTE Totalenergies SE | New | 0.01% | +0.01 |
| CEG Constellation Energy | Add +51.6% | 0.02% | +0.00 |
| GRAB Grab Holdings Ltd. Class A | New | 0.00% | +0.00 |
| VMC Vulcan Materials Co. | Add +22.6% | 0.02% | +0.00 |
| SPOT Spotify Technology SA | Add +12.6% | 0.01% | −0.00 |
| UBER Uber Technologies Inc. | Add +2.6% | 0.04% | −0.01 |
| CHKP Check Point Software Tech | Add +22.7% | 0.33% | −0.02 |
| NRG NRG Energy Inc. | Add +4.5% | 0.55% | −0.03 |
| SSNC Ss&c Technologies Holdings | Add +12.1% | 0.26% | −0.04 |
| KMB Kimberly-Clark Corp. | Add +1.4% | 1.34% | −0.05 |
| ABBV Abbvie Inc. | Add +1.0% | 1.21% | −0.06 |
| EXPE Expedia Group Inc. | Add +6.4% | 0.47% | −0.08 |
| V Visa Inc. Class A | Add +8.2% | 1.02% | −0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.06% | −0.10 |
| ADP Automatic Data Processing | Add +3.7% | 0.56% | −0.13 |
| META Meta Platforms Inc. Class A | Add +4.0% | 1.21% | −0.14 |
| AMZN Amazon.com Inc. | Add +2.2% | 2.30% | −0.21 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 2.87% | −0.22 |
| IBM Intl Business Machines Corp. | Add +0.3% | 2.67% | −0.61 |
| MSFT Microsoft Corp. | Add +0.1% | 5.48% | −1.72 |
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 |