Evanson Asset Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $454K | Buy |
3,773
+16
| +0.4% | +$1.85K | 0.02% | 208 |
|
|
2025
Q4 | $395K | Sell |
3,757
-56
| -1% | -$5.26K | 0.02% | 228 |
|
|
2025
Q3 | $320K | Buy |
3,813
+156
| +4% | +$12.8K | 0.02% | 245 |
|
|
2025
Q2 | $289K | Buy |
3,657
+158
| +5% | +$12.6K | 0.02% | 260 |
|
|
2025
Q1 | $314K | Buy |
3,499
+215
| +7% | +$20.1K | 0.02% | 229 |
|
|
2024
Q4 | $327K | Sell |
3,284
-1,107
| -25% | -$114K | 0.02% | 224 |
|
|
2024
Q3 | $499K | Sell |
4,391
-734
| -14% | -$87.2K | 0.04% | 178 |
|
|
2024
Q2 | $634K | Buy |
5,125
+10
| +0.2% | +$1.29K | 0.05% | 146 |
|
|
2024
Q1 | $675K | Buy |
5,115
+12
| +0.2% | +$1.48K | 0.05% | 146 |
|
|
2023
Q4 | $556K | Sell |
5,103
-143
| -3% | -$14.8K | 0.05% | 159 |
|
|
2023
Q3 | $540K | Buy |
5,246
+413
| +9% | +$44.5K | 0.05% | 153 |
|
|
2023
Q2 | $558K | Buy |
4,833
+12
| +0.2% | +$1.36K | 0.05% | 149 |
|
|
2023
Q1 | $513K | Buy |
4,821
+59
| +1% | +$6.37K | 0.05% | 155 |
|
|
2022
Q4 | $528K | Sell |
4,762
-690
| -13% | -$70.5K | 0.06% | 149 |
|
|
2022
Q3 | $470K | Buy |
5,452
+12
| +0.2% | +$1.07K | 0.06% | 158 |
|
|
2022
Q2 | $496K | Sell |
5,440
-500
| -8% | -$44.3K | 0.05% | 158 |
|
|
2022
Q1 | $487K | Sell |
5,940
-319
| -5% | -$25.2K | 0.05% | 171 |
|
|
2021
Q4 | $480K | Buy |
6,259
+163
| +3% | +$13K | 0.04% | 178 |
|
|
2021
Q3 | $471K | Buy |
6,096
+13
| +0.2% | +$989 | 0.05% | 170 |
|
|
2021
Q2 | $473K | Sell |
6,083
-274
| -4% | -$20.4K | 0.05% | 171 |
|
|
2021
Q1 | $468K | Sell |
6,357
-272
| -4% | -$20.1K | 0.07% | 167 |
|
|
2020
Q4 | $517K | Buy |
6,629
+506
| +8% | +$38.7K | 0.08% | 152 |
|
|
2020
Q3 | $485K | Buy |
6,123
+699
| +13% | +$54.8K | 0.09% | 135 |
|
|
2020
Q2 | $400K | Buy |
5,424
+118
| +2% | +$8.88K | 0.08% | 148 |
|
|
2020
Q1 | $390K | Sell |
5,306
-887
| -14% | -$69.7K | 0.09% | 139 |
|
|
2019
Q4 | $537K | Buy |
6,193
+12
| +0.2% | +$986 | 0.11% | 112 |
|
|
2019
Q3 | $496K | Sell |
6,181
-51
| -0.8% | -$4.09K | 0.1% | 116 |
|
|
2019
Q2 | $499K | Buy |
6,232
+38
| +0.6% | +$2.91K | 0.1% | 120 |
|
|
2019
Q1 | $492K | Sell |
6,194
-72
| -1% | -$5.38K | 0.1% | 116 |
|
|
2018
Q4 | $457K | Buy |
6,266
+198
| +3% | +$14K | 0.1% | 117 |
|
|
2018
Q3 | $411K | Sell |
6,068
-2,303
| -28% | -$147K | 0.08% | 147 |
|
|
2018
Q2 | $485K | Buy |
8,371
+1,117
| +15% | +$63K | 0.1% | 130 |
|
|
2018
Q1 | $377K | Sell |
7,254
-144
| -2% | -$7.78K | 0.08% | 164 |
|
|
2017
Q4 | $397K | Buy |
7,398
+453
| +7% | +$25.1K | 0.08% | 156 |
|
|
2017
Q3 | $424K | Buy |
6,945
+409
| +6% | +$24.8K | 0.09% | 136 |
|
|
2017
Q2 | $400K | Buy |
6,536
+73
| +1% | +$4.44K | 0.09% | 138 |
|
|
2017
Q1 | $392K | Buy |
6,463
+669
| +12% | +$40.6K | 0.1% | 137 |
|
|
2016
Q4 | $326K | Buy |
5,794
+367
| +7% | +$21.5K | 0.09% | 146 |
|
|
2016
Q3 | $323K | Sell |
5,427
-116
| -2% | -$6.78K | 0.09% | 146 |
|
|
2016
Q2 | $305K | Sell |
5,543
-311
| -5% | -$16.6K | 0.09% | 151 |
|
|
2016
Q1 | $296K | Buy |
5,854
+27
| +0.5% | +$1.32K | 0.1% | 143 |
|
|
2015
Q4 | $294K | Buy |
+5,827
| New | +$294K | 0.11% | 146 |
|
|
2014
Q4 | – | Sell |
-5,634
| Closed | -$319K | – | 200 |
|
|
2014
Q3 | $319K | Sell |
5,634
-43
| -0.8% | -$2.42K | 0.13% | 132 |
|
|
2014
Q2 | $313K | Buy |
5,677
+1,130
| +25% | +$61.6K | 0.12% | 140 |
|
|
2014
Q1 | $246K | Buy |
4,547
+58
| +1% | +$3K | 0.11% | 139 |
|
|
2013
Q4 | $214K | Buy |
+4,489
| New | +$205K | 0.1% | 148 |
|
Other funds holding MRK
VCM
VPM
Evanson Asset Management's MRK Position: Q1 2026 in Review
Evanson Asset Management increased its Merck (MRK) stake by 0.43% in Q1 2026, buying an estimated $1.85K and bringing the position to 3,773 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #208.
Evanson Asset Management first reported a position in MRK in Q4 2013 and has held it in 46 quarters since. The position peaked at $675K in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Evanson Asset Management held 3,773 shares of Merck worth $454K as of Q1 2026.
- Evanson Asset Management bought 16 Merck shares in Q1 2026, an estimated $1.85K.
- Merck made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #208 holding.
- Evanson Asset Management first reported a position in Merck in Q4 2013 and has held it in 46 quarters since.
- Evanson Asset Management's Merck position peaked at $675K in Q1 2024.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.