Allen Capital Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Buy |
10,615
+621
| +6% | +$71.7K | 0.11% | 122 |
|
|
2025
Q4 | $1.05M | Sell |
9,994
-251
| -2% | -$23.6K | 0.1% | 128 |
|
|
2025
Q3 | $860K | Sell |
10,245
-110
| -1% | -$9.06K | 0.08% | 142 |
|
|
2025
Q2 | $820K | Sell |
10,355
-1,477
| -12% | -$117K | 0.08% | 138 |
|
|
2025
Q1 | $1.06M | Sell |
11,832
-360
| -3% | -$33.6K | 0.12% | 113 |
|
|
2024
Q4 | $1.21M | Sell |
12,192
-540
| -4% | -$55.7K | 0.15% | 102 |
|
|
2024
Q3 | $1.45M | Buy |
12,732
+1,419
| +13% | +$169K | 0.18% | 90 |
|
|
2024
Q2 | $1.4M | Buy |
11,313
+383
| +4% | +$49.3K | 0.19% | 85 |
|
|
2024
Q1 | $1.44M | Buy |
10,930
+105
| +1% | +$12.9K | 0.2% | 80 |
|
|
2023
Q4 | $1.18M | Buy |
10,825
+253
| +2% | +$26.3K | 0.19% | 84 |
|
|
2023
Q3 | $1.08M | Sell |
10,572
-338
| -3% | -$36.4K | 0.19% | 85 |
|
|
2023
Q2 | $1.26M | Buy |
10,910
+63
| +0.6% | +$7.15K | 0.22% | 75 |
|
|
2023
Q1 | $1.15M | Buy |
+10,847
| New | +$1.17M | 0.21% | 81 |
|
|
2022
Q4 | – | Sell |
-11,210
| Closed | -$965K | – | 111 |
|
|
2022
Q3 | $965K | Sell |
11,210
-181
| -2% | -$16.2K | 0.22% | 78 |
|
|
2022
Q2 | $1.04M | Sell |
11,391
-770
| -6% | -$68.3K | 0.21% | 79 |
|
|
2022
Q1 | $998K | Sell |
12,161
-882
| -7% | -$69.5K | 0.19% | 84 |
|
|
2021
Q4 | $1M | Buy |
13,043
+1,882
| +17% | +$150K | 0.16% | 85 |
|
|
2021
Q3 | $838K | Sell |
11,161
-301
| -3% | -$22.9K | 0.17% | 84 |
|
|
2021
Q2 | $891K | Sell |
11,462
-611
| -5% | -$45.4K | 0.18% | 87 |
|
|
2021
Q1 | $888K | Buy |
12,073
+431
| +4% | +$31.8K | 0.2% | 84 |
|
|
2020
Q4 | $909K | Sell |
11,642
-124
| -1% | -$9.48K | 0.22% | 75 |
|
|
2020
Q3 | $906K | Sell |
11,766
-189
| -2% | -$14.8K | 0.23% | 72 |
|
|
2020
Q2 | $882K | Sell |
11,955
-160
| -1% | -$12K | 0.23% | 69 |
|
|
2020
Q1 | $889K | Sell |
12,115
-320
| -3% | -$25.1K | 0.27% | 65 |
|
|
2019
Q4 | $1.08M | Sell |
12,435
-1,441
| -10% | -$118K | 0.29% | 71 |
|
|
2019
Q3 | $1.11M | Sell |
13,876
-346
| -2% | -$27.7K | 0.34% | 61 |
|
|
2019
Q2 | $1.14M | Sell |
14,222
-394
| -3% | -$30.2K | 0.37% | 60 |
|
|
2019
Q1 | $1.16M | Sell |
14,616
-365
| -2% | -$27.3K | 0.38% | 57 |
|
|
2018
Q4 | $1.08M | Sell |
14,981
-1,108
| -7% | -$78.2K | 0.38% | 57 |
|
|
2018
Q3 | $1.09M | Sell |
16,089
-114
| -0.7% | -$7.26K | 0.36% | 55 |
|
|
2018
Q2 | $938K | Buy |
16,203
+484
| +3% | +$27.3K | 0.35% | 54 |
|
|
2018
Q1 | $817K | Sell |
15,719
-1,682
| -10% | -$90.8K | 0.32% | 53 |
|
|
2017
Q4 | $934K | Buy |
+17,401
| New | +$965K | 0.4% | 46 |
|
Other funds holding MRK
VCM
VPM
Allen Capital Group's MRK Position: Q1 2026 in Review
Allen Capital Group increased its Merck (MRK) stake by 6.2% in Q1 2026, buying an estimated $71.7K and bringing the position to 10,615 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #122.
Allen Capital Group first reported a position in MRK in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.45M in Q3 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Allen Capital Group held 10,615 shares of Merck worth $1.28M as of Q1 2026.
- Allen Capital Group bought 621 Merck shares in Q1 2026, an estimated $71.7K.
- Merck made up 0.11% of Allen Capital Group's portfolio in Q1 2026, its #122 holding.
- Allen Capital Group first reported a position in Merck in Q4 2017 and has held it in 33 quarters since.
- Allen Capital Group's Merck position peaked at $1.45M in Q3 2024.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.