Joel Isaacson & Co’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.23M | Buy |
43,512
+3,711
| +9% | +$428K | 0.17% | 62 |
|
|
2025
Q4 | $4.19M | Buy |
39,801
+1,309
| +3% | +$123K | 0.14% | 70 |
|
|
2025
Q3 | $3.23M | Buy |
38,492
+9,828
| +34% | +$809K | 0.12% | 85 |
|
|
2025
Q2 | $2.27M | Sell |
28,664
-784
| -3% | -$62.3K | 0.09% | 101 |
|
|
2025
Q1 | $2.64M | Buy |
29,448
+1,689
| +6% | +$158K | 0.12% | 84 |
|
|
2024
Q4 | $2.76M | Buy |
27,759
+372
| +1% | +$38.4K | 0.12% | 77 |
|
|
2024
Q3 | $3.11M | Buy |
27,387
+383
| +1% | +$45.5K | 0.15% | 67 |
|
|
2024
Q2 | $3.34M | Buy |
27,004
+2,207
| +9% | +$284K | 0.18% | 56 |
|
|
2024
Q1 | $3.27M | Buy |
24,797
+2,966
| +14% | +$366K | 0.18% | 55 |
|
|
2023
Q4 | $2.38M | Sell |
21,831
-142
| -0.6% | -$14.7K | 0.15% | 66 |
|
|
2023
Q3 | $2.26M | Buy |
21,973
+683
| +3% | +$73.6K | 0.15% | 64 |
|
|
2023
Q2 | $2.46M | Buy |
21,290
+844
| +4% | +$95.8K | 0.16% | 58 |
|
|
2023
Q1 | $2.18M | Sell |
20,446
-247
| -1% | -$26.7K | 0.16% | 66 |
|
|
2022
Q4 | $2.3M | Buy |
20,693
+1,720
| +9% | +$176K | 0.18% | 63 |
|
|
2022
Q3 | $1.63M | Buy |
18,973
+1,150
| +6% | +$103K | 0.14% | 69 |
|
|
2022
Q2 | $1.63M | Buy |
17,823
+893
| +5% | +$79.2K | 0.14% | 73 |
|
|
2022
Q1 | $1.46M | Buy |
16,930
+24
| +0.1% | +$1.89K | 0.11% | 85 |
|
|
2021
Q4 | $1.3M | Sell |
16,906
-218
| -1% | -$17.4K | 0.09% | 99 |
|
|
2021
Q3 | $1.29M | Sell |
17,124
-48
| -0.3% | -$3.65K | 0.1% | 94 |
|
|
2021
Q2 | $1.33M | Sell |
17,172
-1,822
| -10% | -$136K | 0.1% | 85 |
|
|
2021
Q1 | $1.4M | Sell |
18,994
-138
| -0.7% | -$10.2K | 0.12% | 77 |
|
|
2020
Q4 | $1.49M | Sell |
19,132
-21
| -0.1% | -$1.61K | 0.15% | 70 |
|
|
2020
Q3 | $1.52M | Buy |
19,153
+27
| +0.1% | +$2.12K | 0.2% | 56 |
|
|
2020
Q2 | $1.41M | Buy |
19,126
+350
| +2% | +$26.3K | 0.2% | 55 |
|
|
2020
Q1 | $1.38M | Buy |
18,776
+725
| +4% | +$57K | 0.24% | 48 |
|
|
2019
Q4 | $1.57M | Sell |
18,051
-346
| -2% | -$28.4K | 0.21% | 49 |
|
|
2019
Q3 | $1.48M | Sell |
18,397
-6,102
| -25% | -$489K | 0.21% | 48 |
|
|
2019
Q2 | $1.96M | Sell |
24,499
-12,530
| -34% | -$959K | 0.29% | 40 |
|
|
2019
Q1 | $2.94M | Sell |
37,029
-895
| -2% | -$66.9K | 0.43% | 32 |
|
|
2018
Q4 | $2.71M | Buy |
37,924
+19,533
| +106% | +$1.38M | 0.43% | 31 |
|
|
2018
Q3 | $1.25M | Buy |
18,391
+5
| +0% | +$319 | 0.2% | 52 |
|
|
2018
Q2 | $1.06M | Buy |
18,386
+1,244
| +7% | +$70.2K | 0.18% | 57 |
|
|
2018
Q1 | $891K | Sell |
17,142
-731
| -4% | -$39.5K | 0.16% | 70 |
|
|
2017
Q4 | $960K | Sell |
17,873
-687
| -4% | -$38.1K | 0.17% | 65 |
|
|
2017
Q3 | $1.13M | Buy |
18,560
+1,153
| +7% | +$69.9K | 0.21% | 54 |
|
|
2017
Q2 | $1.06M | Sell |
17,407
-212
| -1% | -$12.9K | 0.2% | 54 |
|
|
2017
Q1 | $1.07M | Buy |
17,619
+219
| +1% | +$13.3K | 0.21% | 53 |
|
|
2016
Q4 | $977K | Buy |
17,400
+1,733
| +11% | +$101K | 0.2% | 53 |
|
|
2016
Q3 | $933K | Buy |
15,667
+417
| +3% | +$24.4K | 0.19% | 51 |
|
|
2016
Q2 | $838K | Sell |
15,250
-2,418
| -14% | -$129K | 0.18% | 55 |
|
|
2016
Q1 | $892K | Sell |
17,668
-502
| -3% | -$24.6K | 0.2% | 52 |
|
|
2015
Q4 | $916K | Sell |
18,170
-741
| -4% | -$37.4K | 0.23% | 51 |
|
|
2015
Q3 | $891K | Buy |
18,911
+734
| +4% | +$39K | 0.24% | 49 |
|
|
2015
Q2 | $987K | Buy |
18,177
+2,117
| +13% | +$119K | 0.25% | 45 |
|
|
2015
Q1 | $881K | Buy |
16,060
+724
| +5% | +$41K | 0.22% | 54 |
|
|
2014
Q4 | $831K | Sell |
15,336
-80
| -0.5% | -$4.46K | 0.22% | 57 |
|
|
2014
Q3 | $872K | Buy |
15,416
+186
| +1% | +$10.4K | 0.27% | 48 |
|
|
2014
Q2 | $841K | Buy |
15,230
+1,952
| +15% | +$106K | 0.26% | 50 |
|
|
2014
Q1 | $719K | Sell |
13,278
-780
| -6% | -$40.4K | 0.24% | 53 |
|
|
2013
Q4 | $671K | Buy |
14,058
+524
| +4% | +$24K | 0.24% | 51 |
|
|
2013
Q3 | $615K | Buy |
13,534
+5,371
| +66% | +$245K | 0.25% | 50 |
|
|
2013
Q2 | $362K | Buy |
+8,163
| New | +$365K | 0.17% | 59 |
|
Other funds holding MRK
VCM
VPM
Joel Isaacson & Co's MRK Position: Q1 2026 in Review
Joel Isaacson & Co increased its Merck (MRK) stake by 9.3% in Q1 2026, buying an estimated $428K and bringing the position to 43,512 shares worth $5.23M. The position accounts for 0.17% of the portfolio, ranked #62.
Joel Isaacson & Co first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Joel Isaacson & Co held 43,512 shares of Merck worth $5.23M as of Q1 2026.
- Joel Isaacson & Co bought 3,711 Merck shares in Q1 2026, an estimated $428K.
- Merck made up 0.17% of Joel Isaacson & Co's portfolio in Q1 2026, its #62 holding.
- Joel Isaacson & Co first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.