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Burney Company’s Merck MRK Stock Holding History

Burney Company’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 		$2.14M Buy
16,615
+215
+1% +$25.2K 0.06% 229
2026
Q1 		$1.97M Sell
16,400
-6,479
-28% -$748K 0.06% 221
2025
Q4 		$2.41M Sell
22,879
-19,193
-46% -$1.8M 0.08% 217
2025
Q3 		$3.53M Sell
42,072
-2,896
-6% -$239K 0.11% 168
2025
Q2 		$3.56M Sell
44,968
-6,446
-13% -$512K 0.12% 160
2025
Q1 		$4.61M Buy
51,414
+3,485
+7% +$325K 0.17% 130
2024
Q4 		$4.77M Sell
47,929
-8,715
-15% -$898K 0.17% 133
2024
Q3 		$6.43M Sell
56,644
-41,354
-42% -$4.91M 0.23% 104
2024
Q2 		$12.1M Sell
97,998
-4,397
-4% -$566K 0.46% 55
2024
Q1 		$13.5M Buy
102,395
+7,210
+8% +$889K 0.51% 43
2023
Q4 		$10.4M Buy
95,185
+6,164
+7% +$640K 0.44% 56
2023
Q3 		$9.16M Buy
89,021
+37,169
+72% +$4.01M 0.43% 61
2023
Q2 		$5.98M Buy
51,852
+16,434
+46% +$1.87M 0.27% 96
2023
Q1 		$3.77M Sell
35,418
-1,194
-3% -$129K 0.19% 151
2022
Q4 		$4.06M Sell
36,612
-2,839
-7% -$290K 0.21% 136
2022
Q3 		$3.4M Buy
39,451
+1,567
+4% +$140K 0.19% 146
2022
Q2 		$3.45M Sell
37,884
-429
-1% -$38K 0.18% 146
2022
Q1 		$3.14M Sell
38,313
-1,505
-4% -$119K 0.14% 176
2021
Q4 		$3.05M Sell
39,818
-333
-0.8% -$26.5K 0.13% 183
2021
Q3 		$3.02M Sell
40,151
-7
-0% -$532 0.14% 178
2021
Q2 		$3.12M Buy
40,158
+16,681
+71% +$1.24M 0.15% 176
2021
Q1 		$1.73M Buy
23,477
+1,259
+6% +$92.9K 0.09% 243
2020
Q4 		$1.73M Sell
22,218
-1,544
-6% -$118K 0.1% 234
2020
Q3 		$1.88M Buy
23,762
+404
+2% +$31.6K 0.12% 214
2020
Q2 		$1.72M Sell
23,358
-643
-3% -$48.4K 0.11% 212
2020
Q1 		$1.76M Buy
24,001
+580
+2% +$45.6K 0.14% 174
2019
Q4 		$2.03M Buy
23,421
+3,322
+17% +$273K 0.11% 201
2019
Q3 		$1.61M Sell
20,099
-1,190
-6% -$95.4K 0.1% 209
2019
Q2 		$1.7M Sell
21,289
-2,503
-11% -$192K 0.1% 212
2019
Q1 		$1.89M Sell
23,792
-3,539
-13% -$265K 0.12% 193
2018
Q4 		$1.99M Buy
27,331
+18
+0.1% +$1.27K 0.14% 173
2018
Q3 		$1.85M Sell
27,313
-7,468
-21% -$476K 0.11% 202
2018
Q2 		$2.02M Buy
34,781
+3,623
+12% +$204K 0.12% 194
2018
Q1 		$1.62M Sell
31,158
-4,254
-12% -$230K 0.1% 205
2017
Q4 		$1.9M Buy
35,412
+5,067
+17% +$281K 0.11% 192
2017
Q3 		$1.86M Buy
30,345
+692
+2% +$42K 0.12% 184
2017
Q2 		$1.82M Buy
29,653
+302
+1% +$18.4K 0.12% 176
2017
Q1 		$1.78M Buy
29,351
+515
+2% +$31.2K 0.12% 174
2016
Q4 		$1.62M Buy
28,836
+4,163
+17% +$244K 0.11% 172
2016
Q3 		$1.49M Buy
24,673
+7,358
+42% +$430K 0.11% 174
2016
Q2 		$952K Buy
17,315
+2,133
+14% +$114K 0.07% 206
2016
Q1 		$767K Sell
15,182
-2,446
-14% -$120K 0.06% 224
2015
Q4 		$889K Buy
17,628
+3,152
+22% +$159K 0.07% 207
2015
Q3 		$682K Buy
14,476
+402
+3% +$21.4K 0.05% 224
2015
Q2 		$764K Sell
14,074
-270
-2% -$15.1K 0.05% 225
2015
Q1 		$787K Buy
14,344
+2,573
+22% +$146K 0.05% 236
2014
Q4 		$638K Sell
11,771
-370
-3% -$20.6K 0.05% 246
2014
Q3 		$687K Sell
12,141
-1,039
-8% -$58.3K 0.06% 240
2014
Q2 		$728K Sell
13,180
-2,410
-15% -$131K 0.06% 240
2014
Q1 		$845K Buy
15,590
+1,514
+11% +$78.4K 0.08% 225
2013
Q4 		$672K Buy
14,076
+497
+4% +$22.7K 0.07% 243
2013
Q3 		$617K Sell
13,579
-4,203
-24% -$192K 0.07% 245
2013
Q2 		$788K Buy
+17,782
New +$794K 0.1% 205

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Burney Company's MRK Position: Q2 2026 in Review

Burney Company increased its Merck (MRK) stake by 1.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 16,615 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #229.

Burney Company first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.5M in Q1 2024. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Burney Company held 16,615 shares of Merck worth $2.14M as of Q2 2026.
  • Burney Company bought 215 Merck shares in Q2 2026, an estimated $25.2K.
  • Merck made up 0.06% of Burney Company's portfolio in Q2 2026, its #229 holding.
  • Burney Company first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Merck position peaked at $13.5M in Q1 2024.
  • 1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.