Barton Investment Management’s Merck MRK Stock Holding History

Barton 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	$1.05M	Hold	8,158	–	–	0.14%	32
2026 Q1	$981K	Hold	8,158	–	–	0.12%	32
2025 Q4	$859K	Hold	8,158	–	–	0.09%	35
2025 Q3	$685K	Hold	8,158	–	–	0.07%	38
2025 Q2	$646K	Hold	8,158	–	–	0.07%	35
2025 Q1	$732K	Hold	8,158	–	–	0.09%	33
2024 Q4	$812K	Hold	8,158	–	–	0.09%	33
2024 Q3	$926K	Hold	8,158	–	–	0.12%	31
2024 Q2	$1.01M	Hold	8,158	–	–	0.13%	30
2024 Q1	$1.08M	Hold	8,158	–	–	0.13%	29
2023 Q4	$889K	Hold	8,158	–	–	0.12%	32
2023 Q3	$840K	Hold	8,158	–	–	0.14%	29
2023 Q2	$941K	Hold	8,158	–	–	0.14%	29
2023 Q1	$868K	Hold	8,158	–	–	0.15%	29
2022 Q4	$905K	Hold	8,158	–	–	0.18%	30
2022 Q3	$703K	Hold	8,158	–	–	0.14%	30
2022 Q2	$744K	Hold	8,158	–	–	0.15%	31
2022 Q1	$669K	Hold	8,158	–	–	0.08%	32
2021 Q4	$625K	Sell	8,158 -176	-2%	-$14K	0.05%	31
2021 Q3	$626K	Hold	8,334	–	–	0.05%	31
2021 Q2	$648K	Sell	8,334 -400	-5%	-$29.8K	0.05%	30
2021 Q1	$642K	Hold	8,734	–	–	0.06%	31
2020 Q4	$682K	Hold	8,734	–	–	0.06%	29
2020 Q3	$691K	Sell	8,734 -2,345	-21%	-$184K	0.07%	28
2020 Q2	$818K	Hold	11,079	–	–	0.08%	26
2020 Q1	$813K	Hold	11,079	–	–	0.13%	25
2019 Q4	$962K	Hold	11,079	–	–	0.15%	24
2019 Q3	$890K	Hold	11,079	–	–	0.15%	23
2019 Q2	$886K	Sell	11,079 -93	-0.8%	-$7.12K	0.13%	24
2019 Q1	$887K	Hold	11,172	–	–	0.15%	23
2018 Q4	$815K	Hold	11,172	–	–	0.16%	25
2018 Q3	$756K	Hold	11,172	–	–	0.12%	27
2018 Q2	$647K	Hold	11,172	–	–	0.1%	27
2018 Q1	$581K	Sell	11,172 -92	-0.8%	-$4.97K	0.11%	28
2017 Q4	$605K	Hold	11,264	–	–	0.13%	29
2017 Q3	$688K	Sell	11,264 -184	-2%	-$11.2K	0.16%	26
2017 Q2	$700K	Hold	11,448	–	–	0.18%	25
2017 Q1	$694K	Sell	11,448 -1,572	-12%	-$95.4K	0.2%	25
2016 Q4	$731K	Hold	13,020	–	–	0.24%	22
2016 Q3	$775K	Hold	13,020	–	–	0.26%	21
2016 Q2	$715K	Sell	13,020 -20,207	-61%	-$1.08M	0.26%	23
2016 Q1	$1.68M	Buy	33,227 +20,207	+155%	+$990K	0.46%	23
2015 Q4	$656K	Hold	13,020	–	–	0.22%	25
2015 Q3	$613K	Hold	13,020	–	–	0.22%	27
2015 Q2	$707K	Hold	13,020	–	–	0.25%	28
2015 Q1	$714K	Sell	13,020 -158	-1%	-$8.95K	0.26%	29
2014 Q4	$714K	Hold	13,178	–	–	0.27%	28
2014 Q3	$745K	Buy	13,178 +554	+4%	+$31.1K	0.29%	28
2014 Q2	$697K	Hold	12,624	–	–	0.27%	29
2014 Q1	$684K	Sell	12,624 -1,048	-8%	-$54.3K	0.28%	27
2013 Q4	$653K	Hold	13,672	–	–	0.26%	28
2013 Q3	$621K	Hold	13,672	–	–	0.28%	27
2013 Q2	$606K	Buy	+13,672	New	+$611K	0.31%	29

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

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

Barton Investment Management held its Merck (MRK) position steady in Q2 2026 at 8,158 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #32.

Barton Investment Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.68M in Q1 2016. 985 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Barton Investment Management held 8,158 shares of Merck worth $1.05M as of Q2 2026.
Barton Investment Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.14% of Barton Investment Management's portfolio in Q2 2026, its #32 holding.
Barton Investment Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Barton Investment Management's Merck position peaked at $1.68M in Q1 2016.
985 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.