First Heartland Consultants’s Merck MRK Stock Holding History

First Heartland Consultants’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	$754K	Buy	5,871 +32	+0.5%	+$3.75K	0.05%	257
2026 Q1	$702K	Buy	5,839 +75	+1%	+$8.66K	0.05%	237
2025 Q4	$607K	Buy	5,764 +3	+0.1%	+$282	0.05%	254
2025 Q3	$484K	Buy	5,761 +62	+1%	+$5.11K	0.04%	290
2025 Q2	$451K	Sell	5,699 -1,349	-19%	-$107K	0.04%	290
2025 Q1	$633K	Sell	7,048 -474	-6%	-$44.3K	0.07%	200
2024 Q4	$748K	Sell	7,522 -148	-2%	-$15.3K	0.08%	181
2024 Q3	$871K	Sell	7,670 -352	-4%	-$41.8K	0.09%	154
2024 Q2	$993	Sell	8,022 -43	-0.5%	-$5.54K	0.07%	174
2024 Q1	$1.06M	Buy	8,065 +13	+0.2%	+$1.6K	0.11%	159
2023 Q4	$878K	Sell	8,052 -1,471	-15%	-$153K	0.11%	154
2023 Q3	$980K	Buy	9,523 +224	+2%	+$24.1K	0.12%	145
2023 Q2	$1.07M	Sell	9,299 -335	-3%	-$38K	0.14%	133
2023 Q1	$1.02M	Sell	9,634 -1,225	-11%	-$132K	0.15%	132
2022 Q4	$1.2M	Sell	10,859 -11,379	-51%	-$1.16M	0.19%	115
2022 Q3	$1.92K	Sell	22,238 -2,292	-9%	-$205K	0.16%	87
2022 Q2	$2.24M	Buy	24,530 +10,485	+75%	+$930K	0.35%	70
2022 Q1	$1.15M	Buy	14,045 +3,047	+28%	+$240K	0.18%	101
2021 Q4	$842	Sell	10,998 -863	-7%	-$68.7K	0.03%	133
2021 Q3	$891K	Sell	11,861 -3,411	-22%	-$259K	0.14%	144
2021 Q2	$1.19M	Sell	15,272 -784	-5%	-$58.3K	0.18%	120
2021 Q1	$1.18M	Buy	16,056 +6,660	+71%	+$491K	0.19%	113
2020 Q4	$733K	Buy	9,396 +283	+3%	+$21.6K	0.12%	126
2020 Q3	$721K	Buy	9,113 +14	+0.2%	+$1.1K	0.14%	116
2020 Q2	$671K	Buy	9,099 +128	+1%	+$9.64K	0.13%	128
2020 Q1	$659K	Buy	8,971 +961	+12%	+$75.5K	0.17%	111
2019 Q4	$695K	Buy	8,010 +135	+2%	+$11.1K	0.14%	145
2019 Q3	$633K	Buy	7,875 +181	+2%	+$14.5K	0.14%	139
2019 Q2	$616K	Buy	7,694 +588	+8%	+$45K	0.15%	130
2019 Q1	$564K	Buy	7,106 +2,573	+57%	+$192K	0.16%	135
2018 Q4	$330K	Sell	4,533 -368	-8%	-$26K	0.12%	163
2018 Q3	$332K	Sell	4,901 -103	-2%	-$6.56K	0.1%	177
2018 Q2	$290K	Sell	5,004 -2,292	-31%	-$129K	0.1%	189
2018 Q1	$379K	Sell	7,296 -716	-9%	-$38.7K	0.11%	188
2017 Q4	$430K	Sell	8,012 -16,950	-68%	-$940K	0.13%	173
2017 Q3	$1.52M	Sell	24,962 -127	-0.5%	-$7.7K	0.37%	73
2017 Q2	$1.53M	Sell	25,089 -280	-1%	-$17K	0.4%	66
2017 Q1	$1.54M	Sell	25,369 -126	-0.5%	-$7.64K	0.43%	63
2016 Q4	$1.43M	Buy	25,495 +394	+2%	+$23.1K	0.43%	61
2016 Q3	$1.5M	Sell	25,101 -300	-1%	-$17.5K	0.43%	56
2016 Q2	$1.4K	Buy	25,401 +1,136	+5%	+$60.5K	0.15%	56
2016 Q1	$1.23M	Buy	24,265 +408	+2%	+$20K	0.47%	46
2015 Q4	$1.2M	Buy	23,857 +13	+0.1%	+$655	0.46%	55
2015 Q3	$1.12M	Buy	23,844 +651	+3%	+$34.6K	0.47%	53
2015 Q2	$1.26K	Sell	23,193 -66	-0.3%	-$3.7K	0.34%	54
2015 Q1	$1.28M	Sell	23,259 -356	-2%	-$20.2K	0.49%	52
2014 Q4	$1.28M	Sell	23,615 -91	-0.4%	-$5.07K	0.53%	49
2014 Q3	$1.34M	Sell	23,706 -8,016	-25%	-$450K	0.59%	43
2014 Q2	$1.75M	Buy	31,722 +95	+0.3%	+$5.18K	0.79%	31
2014 Q1	$1.71M	Buy	31,627 +927	+3%	+$48K	0.84%	27
2013 Q4	$1.47M	Buy	30,700 +1,260	+4%	+$57.6K	0.83%	30
2013 Q3	$1.37M	Buy	29,440 +10,962	+59%	+$500K	0.83%	29
2013 Q2	$819K	Buy	+18,478	New	+$825K	0.48%	56

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

First Heartland Consultants's MRK Position: Q2 2026 in Review

First Heartland Consultants increased its Merck (MRK) stake by 0.55% in Q2 2026, buying an estimated $3.75K and bringing the position to 5,871 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #257.

First Heartland Consultants first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.24M in Q2 2022. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

First Heartland Consultants held 5,871 shares of Merck worth $754K as of Q2 2026.
First Heartland Consultants bought 32 Merck shares in Q2 2026, an estimated $3.75K.
Merck made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #257 holding.
First Heartland Consultants first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's Merck position peaked at $2.24M in Q2 2022.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.