Meyer Handelman Co
- SEC CIK
- 0000045319
- Latest filing
- Aug 3, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 8, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 213
- +3 vs. Q4 2024
- Portfolio value
- $2.87B
- −$20.3M (−0.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 297,803 | $46.5M | 1.6% | −3,720−1.2% | Reduced | History |
| VZVerizon Communications Inc | Stock | 1,110,948 | $50.4M | 1.8% | +76,083+7.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 327,403 | $62.3M | 2.2% | +1,394+0.4% | Added | History |
| KMBKimberly Clark Corp | Stock | 440,422 | $62.6M | 2.2% | +1,061+0.2% | Added | History |
| WMTWalmart Inc. | Stock | 755,009 | $66.3M | 2.3% | −4,516−0.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 299,544 | $73.5M | 2.6% | +1,043+0.3% | Added | History |
| MCKMcKesson Corp | Stock | 109,612 | $73.8M | 2.6% | −1,627−1.5% | Reduced | History |
| TTTrane Technologies plc | SHS | 249,303 | $84.0M | 2.9% | −5,257−2.1% | Reduced | History |
| HONHoneywell International Inc | COM | 408,305 | $86.5M | 3.0% | −509−0.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 352,991 | $87.8M | 3.1% | +798+0.2% | Added | History |
| PGProcter & Gamble Co | Stock | 553,621 | $94.3M | 3.3% | −2,312−0.4% | Reduced | History |
| AAPLApple Inc. | Stock | 587,399 | $130.5M | 4.5% | −4,992−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 479,434 | $180.0M | 6.3% | +790.0% | Added | History |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| AIRAar Corp | Stock | 9,000 | $551.5K | <0.1% | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3,689 | $284.3K | <0.1% | History |
| FLRFluor Corp | Stock | 5,600 | $276.2K | <0.1% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,200 | $231.4K | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 630 | $209.9K | <0.1% | – |