Formidable Asset Management’s Merck MRK Stock Holding History

Formidable Asset Management’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	$1.33M	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	$1.59M	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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Formidable Asset Management's MRK Position: Q2 2026 in Review

Formidable Asset Management reduced its Merck (MRK) stake by 1.8% in Q2 2026, selling an estimated $23.4K and leaving 11,070 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #105.

Formidable Asset Management first reported a position in MRK in Q3 2013 and has held it in 49 quarters since. The position peaked at $3.02M in Q1 2024. 1,739 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Formidable Asset Management held 11,070 shares of Merck worth $1.33M as of Q2 2026.
Formidable Asset Management sold 200 Merck shares in Q2 2026, an estimated $23.4K.
Merck made up 0.21% of Formidable Asset Management's portfolio in Q2 2026, its #105 holding.
Formidable Asset Management first reported a position in Merck in Q3 2013 and has held it in 49 quarters since.
Formidable Asset Management's Merck position peaked at $3.02M in Q1 2024.
1,739 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.