CWS
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
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

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
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Cypress Wealth Services's MRK Position: Q2 2026 in Review

Cypress Wealth Services reduced its Merck (MRK) stake by 1.1% in Q2 2026, selling an estimated $18.3K and leaving 13,738 shares worth $1.77M. The position accounts for 0.22% of the portfolio, ranked #81.

Cypress Wealth Services first reported a position in MRK in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.11M in Q3 2019. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cypress Wealth Services held 13,738 shares of Merck worth $1.77M as of Q2 2026.
  • Cypress Wealth Services sold 156 Merck shares in Q2 2026, an estimated $18.3K.
  • Merck made up 0.22% of Cypress Wealth Services's portfolio in Q2 2026, its #81 holding.
  • Cypress Wealth Services first reported a position in Merck in Q4 2017 and has held it in 28 quarters since.
  • Cypress Wealth Services's Merck position peaked at $2.11M in Q3 2019.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.