Hohimer Wealth Management
MRK icon

Hohimer Wealth Management’s Merck MRK Stock Holding History

Hohimer Wealth 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
Q3 		$539K Sell
3,710
-5,585
-60% -$772K 0.05% 222
2026
Q2 		$1.19M Sell
9,295
-20,925
-69% -$2.45M 0.12% 155
2026
Q1 		$3.64M Sell
30,220
-25,831
-46% -$2.98M 0.43% 71
2025
Q4 		$5.9M Sell
56,051
-528
-0.9% -$49.6K 0.79% 26
2025
Q3 		$4.75M Buy
56,579
+9,170
+19% +$755K 0.66% 39
2025
Q2 		$3.75M Sell
47,409
-2,195
-4% -$174K 0.67% 51
2025
Q1 		$4.45M Buy
49,604
+41,923
+546% +$3.91M 0.87% 33
2024
Q4 		$764K Buy
7,681
+4,895
+176% +$505K 0.14% 127
2024
Q3 		$316K Hold
2,786
– – 0.07% 164
2024
Q2 		$345K Sell
2,786
-58
-2% -$7.47K 0.08% 175
2024
Q1 		$375K Buy
+2,844
New +$351K 0.09% 177
2023
Q3 		– Sell
-1,800
Closed -$208K – 195
2023
Q2 		$208K Sell
1,800
-298
-14% -$33.8K 0.06% 179
2023
Q1 		$223K Hold
2,098
– – 0.06% 174
2022
Q4 		$233K Buy
+2,098
New +$214K 0.07% 147
2021
Q3 		– Sell
-2,672
Closed -$208K – 200
2021
Q2 		$208K Sell
2,672
-499
-16% -$37.1K 0.04% 173
2021
Q1 		$233K Sell
3,171
-16,236
-84% -$1.2M 0.06% 160
2020
Q4 		$1.52M Hold
19,407
– – 0.4% 81
2020
Q3 		$1.46M Sell
19,407
-5
-0% -$392 0.42% 82
2020
Q2 		$1.43M Sell
19,412
-61
-0.3% -$4.59K 0.49% 75
2020
Q1 		$1.56M Sell
19,473
-5
-0% -$393 0.66% 61
2019
Q4 		$1.69M Buy
+19,478
New +$1.6M 0.59% 74

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hohimer Wealth Management's MRK Position: Q3 2026 in Review

Hohimer Wealth Management reduced its Merck (MRK) stake by 60% in Q3 2026, selling an estimated $772K and leaving 3,710 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #222.

Hohimer Wealth Management first reported a position in MRK in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.9M in Q4 2025. 2,607 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Hohimer Wealth Management held 3,710 shares of Merck worth $539K as of Q3 2026.
  • Hohimer Wealth Management sold 5,585 Merck shares in Q3 2026, an estimated $772K.
  • Merck made up 0.05% of Hohimer Wealth Management's portfolio in Q3 2026, its #222 holding.
  • Hohimer Wealth Management first reported a position in Merck in Q4 2019 and has held it in 21 quarters since.
  • Hohimer Wealth Management's Merck position peaked at $5.9M in Q4 2025.
  • 2,607 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.