Appleton Partners’s Merck MRK Stock Holding History

Appleton Partners’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$939K	Buy	7,307 +939	+15%	+$110K	0.06%	154
2026 Q1	$766K	Sell	6,368 -928	-13%	-$107K	0.05%	157
2025 Q4	$768K	Sell	7,296 -216	-3%	-$20.3K	0.05%	161
2025 Q3	$630K	Sell	7,512 -357	-5%	-$29.4K	0.04%	169
2025 Q2	$623K	Sell	7,869 -525	-6%	-$41.7K	0.04%	165
2025 Q1	$753K	Sell	8,394 -98,431	-92%	-$9.19M	0.06%	151
2024 Q4	$10.6M	Sell	106,825 -5,287	-5%	-$545K	0.79%	45
2024 Q3	$12.7M	Buy	112,112 +7,248	+7%	+$861K	0.94%	33
2024 Q2	$13M	Buy	104,864 +702	+0.7%	+$90.4K	1%	28
2024 Q1	$13.7M	Sell	104,162 -552	-0.5%	-$68K	1.07%	22
2023 Q4	$11.4M	Buy	104,714 +6,636	+7%	+$689K	0.92%	27
2023 Q3	$10.1M	Buy	98,078 +11,153	+13%	+$1.2M	0.9%	30
2023 Q2	$10M	Buy	86,925 +22,479	+35%	+$2.55M	0.85%	32
2023 Q1	$6.86M	Buy	64,446 +8,790	+16%	+$949K	0.61%	45
2022 Q4	$6.17M	Buy	55,656 +9,818	+21%	+$1M	0.59%	48
2022 Q3	$3.95M	Buy	45,838 +8,122	+22%	+$725K	0.39%	72
2022 Q2	$3.44M	Buy	37,716 +1,565	+4%	+$139K	0.33%	82
2022 Q1	$2.97M	Sell	36,151 -5,200	-13%	-$410K	0.24%	95
2021 Q4	$3.17M	Buy	41,351 +2,029	+5%	+$162K	0.24%	93
2021 Q3	$2.95M	Sell	39,322 -708	-2%	-$53.8K	0.25%	95
2021 Q2	$3.11M	Sell	40,030 -2,122	-5%	-$158K	0.27%	95
2021 Q1	$3.1M	Sell	42,152 -1,315	-3%	-$97K	0.29%	87
2020 Q4	$3.39M	Sell	43,467 -467	-1%	-$35.7K	0.33%	76
2020 Q3	$3.48M	Sell	43,934 -575	-1%	-$45K	0.38%	70
2020 Q2	$3.28M	Sell	44,509 -263	-0.6%	-$19.8K	0.39%	69
2020 Q1	$3.29M	Sell	44,772 -364	-0.8%	-$28.6K	0.46%	62
2019 Q4	$3.92M	Sell	45,136 -1,565	-3%	-$129K	0.43%	62
2019 Q3	$3.75M	Buy	46,701 +126	+0.3%	+$10.1K	0.45%	62
2019 Q2	$3.73M	Sell	46,575 -559	-1%	-$42.8K	0.46%	58
2019 Q1	$3.74M	Buy	47,134 +1,982	+4%	+$148K	0.5%	58
2018 Q4	$3.29M	Sell	45,152 -475	-1%	-$33.5K	0.49%	63
2018 Q3	$3.09M	Buy	45,627 +2,154	+5%	+$137K	0.41%	70
2018 Q2	$2.52M	Buy	43,473 +5,136	+13%	+$290K	0.36%	83
2018 Q1	$1.99M	Buy	38,337 +5,369	+16%	+$290K	0.3%	93
2017 Q4	$1.77M	Buy	32,968 +3,025	+10%	+$168K	0.27%	93
2017 Q3	$1.83M	Buy	29,943 +1,845	+7%	+$112K	0.31%	86
2017 Q2	$1.72M	Sell	28,098 -10	-0%	-$609	0.29%	89
2017 Q1	$1.7M	Sell	28,108 -2,237	-7%	-$136K	0.31%	84
2016 Q4	$1.71M	Sell	30,345 -218	-0.7%	-$12.8K	0.34%	79
2016 Q3	$1.82M	Sell	30,563 -2,359	-7%	-$138K	0.34%	82
2016 Q2	$1.81M	Sell	32,922 -241	-0.7%	-$12.8K	0.37%	71
2016 Q1	$1.67M	Sell	33,163 -10	-0%	-$490	0.33%	73
2015 Q4	$1.67M	Buy	33,173 +2,889	+10%	+$146K	0.33%	77
2015 Q3	$1.43M	Buy	30,284 +7,667	+34%	+$407K	0.32%	75
2015 Q2	$1.23M	Buy	22,617 +325	+1%	+$18.2K	0.28%	82
2015 Q1	$1.22M	Sell	22,292 -1,341	-6%	-$75.9K	0.28%	83
2014 Q4	$1.28M	Hold	23,633	–	–	0.29%	79
2014 Q3	$1.34M	Buy	23,633 +2,306	+11%	+$129K	0.31%	76
2014 Q2	$1.18M	Sell	21,327 -105	-0.5%	-$5.73K	0.28%	82
2014 Q1	$1.16M	Buy	21,432 +2,437	+13%	+$126K	0.27%	79
2013 Q4	$907K	Buy	18,995 +1,711	+10%	+$78.2K	0.22%	86
2013 Q3	$785K	Buy	17,284 +838	+5%	+$38.3K	0.21%	87
2013 Q2	$729K	Buy	+16,446	New	+$735K	0.21%	80

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Appleton Partners's MRK Position: Q2 2026 in Review

Appleton Partners increased its Merck (MRK) stake by 15% in Q2 2026, buying an estimated $110K and bringing the position to 7,307 shares worth $939K. The position accounts for 0.06% of the portfolio, ranked #154.

Appleton Partners first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.7M in Q1 2024. 992 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Appleton Partners held 7,307 shares of Merck worth $939K as of Q2 2026.
Appleton Partners bought 939 Merck shares in Q2 2026, an estimated $110K.
Merck made up 0.06% of Appleton Partners's portfolio in Q2 2026, its #154 holding.
Appleton Partners first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Appleton Partners's Merck position peaked at $13.7M in Q1 2024.
992 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.