Aspen Investment Management’s Merck MRK Stock Holding History

Aspen Investment Management’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	$811K	Buy	6,310 +11	+0.2%	+$1.29K	0.22%	107
2026 Q1	$758K	Buy	6,299 +330	+6%	+$38.1K	0.23%	100
2025 Q4	$628K	Buy	+5,969	New	+$560K	0.19%	115
2025 Q1	–	Sell	-7,997	Closed	-$796K	–	151
2024 Q4	$796K	Sell	7,997 -1,085	-12%	-$112K	0.37%	72
2024 Q3	$1.03M	Buy	9,082 +107	+1%	+$12.7K	0.48%	60
2024 Q2	$1.11M	Buy	8,975 +935	+12%	+$120K	0.55%	52
2024 Q1	$1.06M	Buy	8,040 +823	+11%	+$101K	0.54%	54
2023 Q4	$787K	Buy	7,217 +340	+5%	+$35.3K	0.44%	69
2023 Q3	$707K	Buy	6,877 +2,185	+47%	+$236K	0.43%	67
2023 Q2	$541K	Hold	4,692	–	–	0.32%	83
2023 Q1	$499K	Sell	4,692 -70	-1%	-$7.56K	0.32%	84
2022 Q4	$528K	Hold	4,762	–	–	0.35%	83
2022 Q3	$410K	Hold	4,762	–	–	0.27%	99
2022 Q2	$434K	Buy	4,762 +20	+0.4%	+$1.77K	0.27%	99
2022 Q1	$389K	Hold	4,742	–	–	0.2%	111
2021 Q4	$363K	Sell	4,742 -150	-3%	-$11.9K	0.18%	119
2021 Q3	$367K	Sell	4,892 -182	-4%	-$13.8K	0.19%	112
2021 Q2	$395K	Sell	5,074 -270	-5%	-$20.1K	0.21%	108
2021 Q1	$393K	Sell	5,344 -262	-5%	-$19.3K	0.22%	103
2020 Q4	$438K	Buy	5,606 +89	+2%	+$6.81K	0.26%	94
2020 Q3	$437K	Sell	5,517 -157	-3%	-$12.3K	0.29%	86
2020 Q2	$419K	Sell	5,674 -105	-2%	-$7.91K	0.3%	85
2020 Q1	$424K	Sell	5,779 -262	-4%	-$20.6K	0.37%	74
2019 Q4	$524K	Sell	6,041 -330	-5%	-$27.1K	0.33%	81
2019 Q3	$512K	Hold	6,371	–	–	0.34%	81
2019 Q2	$510K	Sell	6,371 -157	-2%	-$12K	0.34%	81
2019 Q1	$518K	Hold	6,528	–	–	0.36%	79
2018 Q4	$476K	Hold	6,528	–	–	0.38%	81
2018 Q3	$442K	Buy	6,528 +147	+2%	+$9.37K	0.29%	94
2018 Q2	$370K	Sell	6,381 -129	-2%	-$7.28K	0.26%	103
2018 Q1	$338K	Sell	6,510 -1,205	-16%	-$65.1K	0.24%	107
2017 Q4	$414K	Hold	7,715	–	–	0.29%	97
2017 Q3	$471K	Hold	7,715	–	–	0.35%	81
2017 Q2	$472K	Hold	7,715	–	–	0.36%	78
2017 Q1	$468K	Hold	7,715	–	–	0.35%	75
2016 Q4	$433K	Hold	7,715	–	–	0.33%	76
2016 Q3	$459K	Sell	7,715 -32	-0.4%	-$1.87K	0.36%	70
2016 Q2	$426K	Hold	7,747	–	–	0.35%	71
2016 Q1	$391K	Sell	7,747 -209	-3%	-$10.2K	0.36%	67
2015 Q4	$401K	Hold	7,956	–	–	0.4%	69
2015 Q3	$375K	Sell	7,956 -236	-3%	-$12.5K	0.37%	75
2015 Q2	$445K	Hold	8,192	–	–	0.37%	71
2015 Q1	$449K	Sell	8,192 -145	-2%	-$8.21K	0.36%	71
2014 Q4	$452K	Sell	8,337 -214	-3%	-$11.9K	0.38%	73
2014 Q3	$484K	Sell	8,551 -15,527	-64%	-$872K	0.4%	64
2014 Q2	$1.33M	Sell	24,078 -1,079	-4%	-$58.9K	0.81%	41
2014 Q1	$1.36M	Sell	25,157 -230	-0.9%	-$11.9K	0.87%	37
2013 Q4	$1.21M	Buy	25,387 +116	+0.5%	+$5.3K	0.81%	42
2013 Q3	$1.15M	Sell	25,271 -32	-0.1%	-$1.46K	0.81%	38
2013 Q2	$1.12M	Buy	+25,303	New	+$1.13M	0.76%	39

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Aspen Investment Management's MRK Position: Q2 2026 in Review

Aspen Investment Management increased its Merck (MRK) stake by 0.17% in Q2 2026, buying an estimated $1.29K and bringing the position to 6,310 shares worth $811K. The position accounts for 0.22% of the portfolio, ranked #107.

Aspen Investment Management first reported a position in MRK in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.36M in Q1 2014. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Aspen Investment Management held 6,310 shares of Merck worth $811K as of Q2 2026.
Aspen Investment Management bought 11 Merck shares in Q2 2026, an estimated $1.29K.
Merck made up 0.22% of Aspen Investment Management's portfolio in Q2 2026, its #107 holding.
Aspen Investment Management first reported a position in Merck in Q2 2013 and has held it in 50 quarters since.
Aspen Investment Management's Merck position peaked at $1.36M in Q1 2014.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.