Formidable 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
Q3 | $1.41M | Sell |
10,984
-86
| -0.8% | -$11.9K | 0.21% | 109 |
|
|
2026
Q2 | $1.33M | Sell |
11,070
-200
| -2% | -$23.4K | 0.21% | 105 |
|
|
2026
Q1 | $1.19M | Sell |
11,270
-463
| -4% | -$53.5K | 0.18% | 109 |
|
|
2025
Q4 | $985K | Sell |
11,733
-1,634
| -12% | -$153K | 0.14% | 144 |
|
|
2025
Q3 | $1.06M | Sell |
13,367
-2,881
| -18% | -$237K | 0.17% | 122 |
|
|
2025
Q2 | $1.46M | Hold |
16,248
| – | – | 0.24% | 77 |
|
|
2025
Q1 | $1.46M | Sell |
16,248
-5,004
| -24% | -$467K | 0.24% | 77 |
|
|
2024
Q4 | $2.11M | Sell |
21,252
-954
| -4% | -$98.4K | 0.35% | 56 |
|
|
2024
Q3 | $2.52M | Sell |
22,206
-1,281
| -5% | -$152K | 0.4% | 46 |
|
|
2024
Q2 | $2.91M | Buy |
23,487
+601
| +3% | +$77.4K | 0.47% | 37 |
|
|
2024
Q1 | $3.02M | Buy |
22,886
+7,733
| +51% | +$953K | 0.49% | 40 |
|
|
2023
Q4 | $1.65M | Sell |
15,153
-613
| -4% | -$63.6K | 0.34% | 56 |
|
|
2023
Q3 | $1.62M | Sell |
15,766
-85
| -0.5% | -$9.16K | 0.36% | 52 |
|
|
2023
Q2 | $1.83M | Hold |
15,851
| – | – | 0.4% | 43 |
|
|
2023
Q1 | $1.72M | Sell |
15,851
-358
| -2% | -$38.7K | 0.36% | 44 |
|
|
2022
Q4 | $1.8M | Sell |
16,209
-1
| -0% | -$102 | 0.41% | 38 |
|
|
2022
Q3 | $1.59M | Buy |
16,210
+8
| +0% | +$714 | 0.37% | 44 |
|
|
2022
Q2 | $1.47M | Buy |
16,202
+654
| +4% | +$58K | 0.33% | 56 |
|
|
2022
Q1 | $1.28M | Sell |
15,548
-33
| -0.2% | -$2.6K | 0.24% | 80 |
|
|
2021
Q4 | $1.2M | Sell |
15,581
-383
| -2% | -$30.5K | 0.23% | 84 |
|
|
2021
Q3 | $1.2M | Sell |
15,964
-531
| -3% | -$40.4K | 0.23% | 85 |
|
|
2021
Q2 | $1.29M | Sell |
16,495
-1,520
| -8% | -$113K | 0.28% | 72 |
|
|
2021
Q1 | $1.32M | Sell |
18,015
-2,629
| -13% | -$194K | 0.29% | 84 |
|
|
2020
Q4 | $1.6M | Hold |
20,644
| – | – | 0.37% | 59 |
|
|
2020
Q3 | $1.6M | Sell |
20,644
-272
| -1% | -$21.3K | 0.46% | 43 |
|
|
2020
Q2 | $1.58M | Buy |
20,916
+249
| +1% | +$18.7K | 0.47% | 46 |
|
|
2020
Q1 | $1.52M | Buy |
20,667
+189
| +0.9% | +$14.9K | 0.6% | 34 |
|
|
2019
Q4 | $1.76M | Buy |
+20,478
| New | +$1.68M | 0.55% | 39 |
|
|
2019
Q3 | – | Sell |
-20,526
| Closed | -$1.63M | – | 193 |
|
|
2019
Q2 | $1.63M | Buy |
+20,526
| New | +$1.57M | 0.56% | 38 |
|
|
2019
Q1 | – | Sell |
-22,198
| Closed | -$1.62M | – | 228 |
|
|
2018
Q4 | $1.62M | Buy |
22,198
+1,404
| +7% | +$99.1K | 0.86% | 28 |
|
|
2018
Q3 | $1.42M | Buy |
+20,794
| New | +$1.32M | 0.56% | 41 |
|
|
2018
Q2 | – | Sell |
-23,671
| Closed | -$1.23M | – | 133 |
|
|
2018
Q1 | $1.23M | Sell |
23,671
-858
| -3% | -$46.3K | 0.62% | 34 |
|
|
2017
Q4 | $1.32M | Sell |
24,529
-2,690
| -10% | -$149K | 0.61% | 38 |
|
|
2017
Q3 | $1.61M | Buy |
27,219
+912
| +3% | +$55.3K | 0.68% | 23 |
|
|
2017
Q2 | $1.61M | Buy |
26,307
+105
| +0.4% | +$6.39K | 0.79% | 19 |
|
|
2017
Q1 | $1.6M | Sell |
26,202
-1,016
| -4% | -$61.6K | 0.7% | 20 |
|
|
2016
Q4 | $1.53M | Sell |
27,218
-104
| -0.4% | -$6.09K | 0.77% | 22 |
|
|
2016
Q3 | $1.63M | Buy |
27,322
+83
| +0.3% | +$4.85K | 0.81% | 19 |
|
|
2016
Q2 | $1.53M | Buy |
27,239
+2,201
| +9% | +$117K | 0.85% | 20 |
|
|
2016
Q1 | $1.34M | Sell |
25,038
-528
| -2% | -$25.9K | 0.94% | 21 |
|
|
2015
Q4 | $1.28M | Sell |
25,566
-577
| -2% | -$29.1K | 0.89% | 23 |
|
|
2015
Q3 | $1.23M | Buy |
26,143
+1,048
| +4% | +$55.7K | 0.82% | 25 |
|
|
2015
Q2 | $1.36M | Hold |
25,095
| – | – | 0.87% | 23 |
|
|
2015
Q1 | $1.42M | Buy |
25,095
+51
| +0.2% | +$2.89K | 0.94% | 21 |
|
|
2014
Q4 | $1.36M | Hold |
25,044
| – | – | 0.93% | 20 |
|
|
2014
Q3 | $1.41M | Buy |
25,044
+9,473
| +61% | +$532K | 0.93% | 22 |
|
|
2014
Q2 | $860K | Hold |
15,571
| – | – | 0.52% | 40 |
|
|
2014
Q1 | $842K | Buy |
15,571
+115
| +0.7% | +$5.96K | 0.59% | 33 |
|
|
2013
Q4 | $808K | Hold |
15,456
| – | – | 0.54% | 37 |
|
|
2013
Q3 | $713K | Buy |
+15,456
| New | +$706K | 0.62% | 39 |
|
Other funds holding MRK
Formidable Asset Management's MRK Position: Q3 2026 in Review
Formidable Asset Management reduced its Merck (MRK) stake by 0.78% in Q3 2026, selling an estimated $11.9K and leaving 10,984 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #109.
Formidable Asset Management first reported a position in MRK in Q3 2013 and has held it in 50 quarters since. The position peaked at $3.02M in Q1 2024. 2,344 funds tracked by Wall St. Rank hold MRK as of Q3 2026.
- Formidable Asset Management held 10,984 shares of Merck worth $1.41M as of Q3 2026.
- Formidable Asset Management sold 86 Merck shares in Q3 2026, an estimated $11.9K.
- Merck made up 0.21% of Formidable Asset Management's portfolio in Q3 2026, its #109 holding.
- Formidable Asset Management first reported a position in Merck in Q3 2013 and has held it in 50 quarters since.
- Formidable Asset Management's Merck position peaked at $3.02M in Q1 2024.
- 2,344 funds tracked by Wall St. Rank held Merck as of Q3 2026.
Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.