Isthmus Partners’s Merck MRK Stock Holding History

Isthmus Partners’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	$1.83M	Buy	14,237 +1,340	+10%	+$157K	0.18%	116
2026 Q1	$1.55M	Sell	12,897 -156	-1%	-$18K	0.16%	113
2025 Q4	$1.37M	Hold	13,053	–	–	0.15%	114
2025 Q3	$1.1M	Hold	13,053	–	–	0.24%	61
2025 Q2	$1.03M	Buy	+13,053	New	+$1.04M	0.12%	113
2025 Q1	–	Sell	-2,422	Closed	-$241K	–	224
2024 Q4	$241K	Buy	2,422 +608	+34%	+$62.7K	0.03%	198
2024 Q3	$206K	Sell	1,814 -203	-10%	-$24.1K	0.02%	191
2024 Q2	$250K	Sell	2,017 -25	-1%	-$3.22K	0.03%	180
2024 Q1	$269K	Hold	2,042	–	–	0.03%	182
2023 Q4	$223K	Sell	2,042 -289	-12%	-$30K	0.03%	188
2023 Q3	$240K	Sell	2,331 -20	-0.9%	-$2.16K	0.03%	159
2023 Q2	$271K	Buy	2,351 +20	+0.9%	+$2.27K	0.04%	155
2023 Q1	$248K	Buy	2,331 +3	+0.1%	+$324	0.04%	157
2022 Q4	$258K	Hold	2,328	–	–	0.04%	156
2022 Q3	$200K	Hold	2,328	–	–	0.03%	162
2022 Q2	$212K	Buy	+2,328	New	+$206K	0.04%	142
2021 Q3	–	Sell	-3,568	Closed	-$277K	–	224
2021 Q2	$277K	Buy	+3,568	New	+$265K	0.05%	137
2020 Q1	–	Sell	-2,335	Closed	-$203K	–	144
2019 Q4	$203K	Sell	2,335 -1,120	-32%	-$92K	0.05%	135
2019 Q3	$278K	Hold	3,455	–	–	0.07%	129
2019 Q2	$276K	Buy	+3,455	New	+$265K	0.07%	127
2019 Q1	–	Sell	-3,560	Closed	-$260K	–	171
2018 Q4	$260K	Hold	3,560	–	–	0.08%	126
2018 Q3	$241K	Hold	3,560	–	–	0.06%	119
2018 Q2	$206K	Hold	3,560	–	–	0.05%	123
2018 Q1	$185K	Buy	3,560 +311	+10%	+$16.8K	0.05%	130
2017 Q4	$174K	Hold	3,249	–	–	0.05%	129
2017 Q3	$198K	Hold	3,249	–	–	0.06%	127
2017 Q2	$199K	Hold	3,249	–	–	0.06%	127
2017 Q1	$197K	Sell	3,249 -1,704	-34%	-$103K	0.06%	129
2016 Q4	$278K	Buy	4,953 +692	+16%	+$40.5K	0.08%	122
2016 Q3	$251K	Hold	4,261	–	–	0.08%	121
2016 Q2	$234K	Hold	4,261	–	–	0.08%	120
2016 Q1	$215K	Hold	4,261	–	–	0.07%	124
2015 Q4	$215K	Hold	4,261	–	–	0.08%	128
2015 Q3	$201K	Sell	4,261 -315	-7%	-$16.7K	0.07%	130
2015 Q2	$249K	Hold	4,576	–	–	0.08%	124
2015 Q1	$251K	Hold	4,576	–	–	0.09%	120
2014 Q4	$248K	Buy	+4,576	New	+$255K	0.08%	126

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

Isthmus Partners's MRK Position: Q2 2026 in Review

Isthmus Partners increased its Merck (MRK) stake by 10% in Q2 2026, buying an estimated $157K and bringing the position to 14,237 shares worth $1.83M. The position accounts for 0.18% of the portfolio, ranked #116.

Isthmus Partners first reported a position in MRK in Q4 2014 and has held it in 37 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Isthmus Partners held 14,237 shares of Merck worth $1.83M as of Q2 2026.
Isthmus Partners bought 1,340 Merck shares in Q2 2026, an estimated $157K.
Merck made up 0.18% of Isthmus Partners's portfolio in Q2 2026, its #116 holding.
Isthmus Partners first reported a position in Merck in Q4 2014 and has held it in 37 quarters since.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.