Cypress Wealth Services
MRK icon

Cypress Wealth Services’s Merck MRK Stock Holding History

Cypress Wealth Services’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
Q3 		$1.96M Buy
13,807
+69
+0.5% +$9.5K 0.23% 78
2026
Q2 		$1.77M Sell
13,738
-156
-1% -$18.3K 0.22% 81
2026
Q1 		$1.67M Buy
13,894
+205
+1% +$23.7K 0.24% 85
2025
Q4 		$1.44M Buy
13,689
+9,854
+257% +$925K 0.2% 90
2025
Q3 		$322K Sell
3,835
-88
-2% -$7.25K 0.05% 243
2025
Q2 		$311K Buy
3,923
+564
+17% +$44.8K 0.06% 226
2025
Q1 		$301K Sell
3,359
-280
-8% -$26.1K 0.06% 218
2024
Q4 		$362K Buy
3,639
+111
+3% +$11.4K 0.07% 182
2024
Q3 		$401K Sell
3,528
-31
-0.9% -$3.68K 0.08% 176
2024
Q2 		$441K Buy
3,559
+161
+5% +$20.7K 0.1% 158
2024
Q1 		$448K Buy
3,398
+1,255
+59% +$155K 0.1% 154
2023
Q4 		$234K Sell
2,143
-225
-10% -$23.4K 0.06% 216
2023
Q3 		$244K Hold
2,368
– – 0.07% 202
2023
Q2 		$250K Hold
2,368
– – 0.07% 205
2023
Q1 		$252K Hold
2,368
– – 0.07% 201
2022
Q4 		$263K Buy
+2,368
New +$242K 0.08% 195
2021
Q2 		– Sell
-3,853
Closed -$283K – 295
2021
Q1 		$283K Sell
3,853
-396
-9% -$29.2K 0.06% 231
2020
Q4 		$332K Buy
+4,249
New +$325K 0.07% 191
2020
Q3 		– Sell
-24,016
Closed -$1.88M – 413
2020
Q2 		$1.77M Sell
24,016
-624
-3% -$47K 0.42% 62
2020
Q1 		$1.81M Buy
24,640
+685
+3% +$53.8K 0.53% 57
2019
Q4 		$2.08M Sell
23,955
-2,304
-9% -$189K 0.52% 58
2019
Q3 		$2.11M Buy
26,259
+631
+2% +$50.6K 0.58% 55
2019
Q2 		$2.05M Buy
25,628
+780
+3% +$59.7K 0.59% 53
2019
Q1 		$1.97M Buy
24,848
+2,238
+10% +$167K 0.62% 52
2018
Q4 		$1.65M Buy
22,610
+42
+0.2% +$2.96K 0.65% 47
2018
Q3 		$1.53M Sell
22,568
-651
-3% -$41.5K 0.55% 55
2018
Q2 		$1.34M Buy
23,219
+331
+1% +$18.7K 0.51% 55
2018
Q1 		$1.19M Sell
22,888
-27
-0.1% -$1.46K 0.51% 56
2017
Q4 		$1.23M Buy
+22,915
New +$1.27M 0.51% 54

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cypress Wealth Services's MRK Position: Q3 2026 in Review

Cypress Wealth Services increased its Merck (MRK) stake by 0.5% in Q3 2026, buying an estimated $9.5K and bringing the position to 13,807 shares worth $1.96M. The position accounts for 0.23% of the portfolio, ranked #78.

Cypress Wealth Services first reported a position in MRK in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.11M in Q3 2019. 1,985 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Cypress Wealth Services held 13,807 shares of Merck worth $1.96M as of Q3 2026.
  • Cypress Wealth Services bought 69 Merck shares in Q3 2026, an estimated $9.5K.
  • Merck made up 0.23% of Cypress Wealth Services's portfolio in Q3 2026, its #78 holding.
  • Cypress Wealth Services first reported a position in Merck in Q4 2017 and has held it in 29 quarters since.
  • Cypress Wealth Services's Merck position peaked at $2.11M in Q3 2019.
  • 1,985 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.