GIM
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Goelzer Investment Management’s Merck MRK Stock Holding History

Goelzer Investment 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 		$15.8M Sell
122,719
-4,286
-3% -$502K 0.69% 21
2026
Q1 		$15.3M Sell
127,005
-955
-0.7% -$110K 0.74% 19
2025
Q4 		$13.5M Buy
127,960
+964
+0.8% +$90.5K 0.62% 22
2025
Q3 		$10.7M Sell
126,996
-2,169
-2% -$179K 0.56% 30
2025
Q2 		$10.2M Sell
129,165
-986
-0.8% -$78.4K 0.56% 27
2025
Q1 		$11.7M Sell
130,151
-894
-0.7% -$83.5K 0.68% 24
2024
Q4 		$13M Sell
131,045
-2,960
-2% -$305K 0.76% 19
2024
Q3 		$15.2M Sell
134,005
-1,354
-1% -$161K 0.83% 15
2024
Q2 		$16.8M Sell
135,359
-1,836
-1% -$236K 0.94% 13
2024
Q1 		$18.1M Sell
137,195
-4,386
-3% -$541K 1.03% 12
2023
Q4 		$15.4M Sell
141,581
-1,280
-0.9% -$133K 0.99% 12
2023
Q3 		$14.7M Sell
142,861
-2,984
-2% -$322K 1.04% 12
2023
Q2 		$16.8M Sell
145,845
-10,539
-7% -$1.2M 1.42% 11
2023
Q1 		$16.6M Sell
156,384
-12,569
-7% -$1.36M 1.45% 10
2022
Q4 		$18.7M Sell
168,953
-2,260
-1% -$231K 1.61% 12
2022
Q3 		$14.7M Buy
171,213
+2,847
+2% +$254K 1.47% 10
2022
Q2 		$15.3M Buy
168,366
+3,583
+2% +$318K 1.48% 11
2022
Q1 		$13.5M Sell
164,783
-1,682
-1% -$133K 1.17% 15
2021
Q4 		$12.8M Sell
166,465
-2,459
-1% -$196K 1.04% 14
2021
Q3 		$12.7M Sell
168,924
-4,939
-3% -$376K 1.11% 14
2021
Q2 		$13.5M Buy
173,863
+17,821
+11% +$1.33M 1.12% 13
2021
Q1 		$11.5M Buy
156,042
+12,777
+9% +$942K 1.01% 14
2020
Q4 		$11.2M Sell
143,265
-22,914
-14% -$1.75M 1.03% 16
2020
Q3 		$13.2M Sell
166,179
-1,174
-0.7% -$92K 1.22% 13
2020
Q2 		$12.3M Buy
167,353
+100
+0.1% +$7.53K 1.19% 16
2020
Q1 		$12.3M Sell
167,253
-28,313
-14% -$2.23M 1.4% 14
2019
Q4 		$17M Sell
195,566
-303
-0.2% -$24.9K 1.46% 12
2019
Q3 		$15.7M Sell
195,869
-428
-0.2% -$34.3K 1.44% 12
2019
Q2 		$15.7M Buy
196,297
+688
+0.4% +$52.7K 1.45% 11
2019
Q1 		$15.5M Sell
195,609
-766
-0.4% -$57.3K 1.47% 10
2018
Q4 		$14.3M Sell
196,375
-606
-0.3% -$42.8K 1.83% 6
2018
Q3 		$13.3M Sell
196,981
-1,149
-0.6% -$73.2K 1.49% 8
2018
Q2 		$11.5M Buy
198,130
+1,776
+0.9% +$100K 1.34% 10
2018
Q1 		$10.2M Buy
196,354
+28,988
+17% +$1.57M 1.22% 11
2017
Q4 		$8.99M Buy
167,366
+3,021
+2% +$167K 1.01% 22
2017
Q3 		$10M Sell
164,345
-144
-0.1% -$8.73K 1.18% 17
2017
Q2 		$10.1M Sell
164,489
-2,119
-1% -$129K 1.23% 17
2017
Q1 		$10.1M Buy
166,608
+216
+0.1% +$13.1K 1.26% 18
2016
Q4 		$9.35M Buy
166,392
+12,704
+8% +$743K 1.21% 18
2016
Q3 		$9.15M Sell
153,688
-1,595
-1% -$93.3K 1.23% 15
2016
Q2 		$8.54M Buy
155,283
+2,377
+2% +$127K 1.18% 19
2016
Q1 		$7.72M Sell
152,906
-21,602
-12% -$1.06M 1.1% 19
2015
Q4 		$8.79M Buy
174,508
+7,193
+4% +$363K 1.28% 12
2015
Q3 		$7.88M Buy
167,315
+17,232
+11% +$915K 1.25% 12
2015
Q2 		$8.15M Buy
150,083
+2,112
+1% +$118K 1.23% 11
2015
Q1 		$8.12M Buy
147,971
+5,224
+4% +$296K 1.23% 10
2014
Q4 		$7.74M Buy
142,747
+3,699
+3% +$206K 1.17% 13
2014
Q3 		$7.87M Buy
139,048
+6,341
+5% +$356K 1.31% 8
2014
Q2 		$7.33M Buy
132,707
+292
+0.2% +$15.9K 1.22% 10
2014
Q1 		$7.17M Buy
132,415
+1,686
+1% +$87.3K 1.28% 9
2013
Q4 		$6.24M Buy
130,729
+97
+0.1% +$4.43K 1.13% 19
2013
Q3 		$5.93M Sell
130,632
-133,545
-51% -$6.1M 1.21% 15
2013
Q2 		$11.7M Buy
+264,177
New +$11.8M 1.25% 11

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Goelzer Investment Management's MRK Position: Q2 2026 in Review

Goelzer Investment Management reduced its Merck (MRK) stake by 3.4% in Q2 2026, selling an estimated $502K and leaving 122,719 shares worth $15.8M. The position accounts for 0.69% of the portfolio, ranked #21.

Goelzer Investment Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.7M in Q4 2022. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Goelzer Investment Management held 122,719 shares of Merck worth $15.8M as of Q2 2026.
  • Goelzer Investment Management sold 4,286 Merck shares in Q2 2026, an estimated $502K.
  • Merck made up 0.69% of Goelzer Investment Management's portfolio in Q2 2026, its #21 holding.
  • Goelzer Investment Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Merck position peaked at $18.7M in Q4 2022.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.