Evermay Wealth 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
Q2 | $2.35M | Buy |
18,218
+4,297
| +31% | +$503K | 0.24% | 41 |
|
|
2026
Q1 | $1.68M | Sell |
13,921
-84
| -0.6% | -$9.7K | 0.19% | 55 |
|
|
2025
Q4 | $1.48M | Sell |
14,005
-1,288
| -8% | -$121K | 0.17% | 56 |
|
|
2025
Q3 | $1.29M | Sell |
15,293
-977
| -6% | -$80.5K | 0.15% | 67 |
|
|
2025
Q2 | $1.3M | Buy |
16,270
+305
| +2% | +$24.2K | 0.16% | 61 |
|
|
2025
Q1 | $1.44M | Sell |
15,965
-484
| -3% | -$45.2K | 0.19% | 53 |
|
|
2024
Q4 | $1.65M | Sell |
16,449
-1,654
| -9% | -$171K | 0.25% | 51 |
|
|
2024
Q3 | $2.07M | Sell |
18,103
-433
| -2% | -$51.4K | 0.33% | 41 |
|
|
2024
Q2 | $2.31M | Buy |
18,536
+157
| +0.9% | +$20.2K | 0.37% | 41 |
|
|
2024
Q1 | $2.44M | Buy |
18,379
+1,013
| +6% | +$125K | 0.37% | 42 |
|
|
2023
Q4 | $1.9M | Buy |
17,366
+549
| +3% | +$57K | 0.35% | 32 |
|
|
2023
Q3 | $1.74M | Sell |
16,817
-300
| -2% | -$32.3K | 0.36% | 35 |
|
|
2023
Q2 | $1.99M | Sell |
17,117
-440
| -3% | -$50K | 0.38% | 32 |
|
|
2023
Q1 | $1.88M | Buy |
17,557
+2,029
| +13% | +$219K | 0.38% | 34 |
|
|
2022
Q4 | $1.73M | Sell |
15,528
-434
| -3% | -$44.4K | 0.35% | 35 |
|
|
2022
Q3 | $1.39M | Hold |
15,962
| – | – | 0.28% | 38 |
|
|
2022
Q2 | $1.47M | Buy |
15,962
+525
| +3% | +$46.5K | 0.28% | 40 |
|
|
2022
Q1 | $1.27M | Sell |
15,437
-1,252
| -8% | -$98.7K | 0.21% | 51 |
|
|
2021
Q4 | $1.28M | Sell |
16,689
-456
| -3% | -$36.3K | 0.23% | 41 |
|
|
2021
Q3 | $1.29M | Sell |
17,145
-3,910
| -19% | -$297K | 0.25% | 35 |
|
|
2021
Q2 | $1.64M | Sell |
21,055
-1,168
| -5% | -$86.9K | 0.3% | 30 |
|
|
2021
Q1 | $1.64M | Buy |
22,223
+1,461
| +7% | +$108K | 0.33% | 30 |
|
|
2020
Q4 | $1.62M | Sell |
20,762
-596
| -3% | -$45.6K | 0.36% | 31 |
|
|
2020
Q3 | $1.69M | Sell |
21,358
-126
| -0.6% | -$9.87K | 0.42% | 30 |
|
|
2020
Q2 | $1.58M | Buy |
21,484
+2,841
| +15% | +$214K | 0.42% | 31 |
|
|
2020
Q1 | $1.37M | Buy |
18,643
+147
| +0.8% | +$11.6K | 0.42% | 27 |
|
|
2019
Q4 | $1.6M | Sell |
18,496
-839
| -4% | -$68.9K | 0.39% | 32 |
|
|
2019
Q3 | $1.55M | Buy |
19,335
+341
| +2% | +$27.3K | 0.42% | 28 |
|
|
2019
Q2 | $1.52M | Sell |
18,994
-74
| -0.4% | -$5.67K | 0.42% | 30 |
|
|
2019
Q1 | $1.51M | Sell |
19,068
-629
| -3% | -$47K | 0.43% | 30 |
|
|
2018
Q4 | $1.44M | Buy |
19,697
+1,112
| +6% | +$78.5K | 0.46% | 27 |
|
|
2018
Q3 | $1.26M | Sell |
18,585
-1,075
| -5% | -$68.5K | 0.39% | 32 |
|
|
2018
Q2 | $1.14M | Sell |
19,660
-577
| -3% | -$32.6K | 0.38% | 32 |
|
|
2018
Q1 | $1.05M | Buy |
20,237
+7,163
| +55% | +$387K | 0.36% | 36 |
|
|
2017
Q4 | $702K | Buy |
13,074
+7,606
| +139% | +$422K | 0.26% | 48 |
|
|
2017
Q3 | $334K | Buy |
5,468
+1,805
| +49% | +$109K | 0.15% | 61 |
|
|
2017
Q2 | $224K | Hold |
3,663
| – | – | 0.1% | 92 |
|
|
2017
Q1 | $222K | Hold |
3,663
| – | – | 0.1% | 91 |
|
|
2016
Q4 | $206K | Sell |
3,663
-188
| -5% | -$11K | 0.1% | 77 |
|
|
2016
Q3 | $229K | Buy |
3,851
+202
| +6% | +$11.8K | 0.12% | 69 |
|
|
2016
Q2 | $201K | Buy |
+3,649
| New | +$194K | 0.11% | 77 |
|
Other funds holding MRK
ECSS
Evermay Wealth Management's MRK Position: Q2 2026 in Review
Evermay Wealth Management increased its Merck (MRK) stake by 31% in Q2 2026, buying an estimated $503K and bringing the position to 18,218 shares worth $2.35M. The position accounts for 0.24% of the portfolio, ranked #41.
Evermay Wealth Management first reported a position in MRK in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.44M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Evermay Wealth Management held 18,218 shares of Merck worth $2.35M as of Q2 2026.
- Evermay Wealth Management bought 4,297 Merck shares in Q2 2026, an estimated $503K.
- Merck made up 0.24% of Evermay Wealth Management's portfolio in Q2 2026, its #41 holding.
- Evermay Wealth Management first reported a position in Merck in Q2 2016 and has held it in 41 quarters since.
- Evermay Wealth Management's Merck position peaked at $2.44M in Q1 2024.
- 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.