Meyer Handelman
Meyer Handelman reported 275 stocks worth $3.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are MSFT (7.0%), AAPL (5.2%) and JPM (3.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, JPM and AMZN, trimmed AAPL, TT and MPC and sold out of XOM, WY and ADSK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $245M | 7.0% | 478K | +1,329 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $183M | 5.2% | 550K | −8,778 (−2%) | 8 of 8 | |
| 3 |  JPM Jpmorgan Chase & Co. | $106M | 3.0% | 319K | +2,259 (+1%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $103M | 2.9% | 302K | No change | 8 of 8 | |
| 5 |  TT Trane Technologies PLC | $91.1M | 2.6% | 202K | −1,238 (−1%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $89.5M | 2.6% | 359K | +2,710 (+1%) | 8 of 8 | |
| 7 |  IBM Ibm Corp | $80.4M | 2.3% | 366K | +5,936 (+2%) | 8 of 8 | |
| 8 |  MPC Marathon Petroleum | $79.1M | 2.3% | 200K | −9,945 (−5%) | 8 of 8 | |
| 9 |  MCK Mckesson Corp | $76.8M | 2.2% | 90K | −4,780 (−5%) | 8 of 8 | |
| 10 |  CAT Caterpillar Inc | $75M | 2.1% | 93K | −5,719 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $62M | 277K |
 XOM Exxon Mobil Corp | $51.5M | 377K |
 WY Weyerhaeuser Co | $981K | 41K |
 ADSK Autodesk Inc | $505K | 2,599 |
 ALB Albemarle Corp | $437K | 3,234 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meyer Handelman 13F FAQ
What does Meyer Handelman own?
Meyer Handelman reported 275 stocks worth $3.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are MSFT (7.0%), AAPL (5.2%) and JPM (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Meyer Handelman buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 40 added to, 102 trimmed and 11 sold out. New positions include XOM. It sold all of XOM, WY and ADSK.
When will Meyer Handelman file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Meyer Handelman's portfolio worth?
The Q3 2026 filing reports $3.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.