L.J. Altfest & 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 | $2.27M | Sell |
18,864
-9,085
| -33% | -$1.05M | 0.24% | 74 |
|
|
2025
Q4 | $2.94M | Buy |
27,949
+712
| +3% | +$66.8K | 0.32% | 60 |
|
|
2025
Q3 | $2.29M | Buy |
27,237
+5,815
| +27% | +$479K | 0.26% | 69 |
|
|
2025
Q2 | $1.7M | Sell |
21,422
-3,621
| -14% | -$288K | 0.2% | 86 |
|
|
2025
Q1 | $2.25M | Buy |
25,043
+358
| +1% | +$33.4K | 0.28% | 64 |
|
|
2024
Q4 | $2.46M | Buy |
24,685
+968
| +4% | +$99.8K | 0.31% | 64 |
|
|
2024
Q3 | $2.69M | Buy |
23,717
+1,509
| +7% | +$179K | 0.36% | 54 |
|
|
2024
Q2 | $2.75M | Sell |
22,208
-84
| -0.4% | -$10.8K | 0.38% | 48 |
|
|
2024
Q1 | $2.94M | Buy |
22,292
+4,133
| +23% | +$509K | 0.42% | 41 |
|
|
2023
Q4 | $1.98M | Sell |
18,159
-729
| -4% | -$75.7K | 0.29% | 66 |
|
|
2023
Q3 | $1.95M | Sell |
18,888
-320
| -2% | -$34.5K | 0.31% | 53 |
|
|
2023
Q2 | $2.22M | Sell |
19,208
-424
| -2% | -$48.1K | 0.33% | 47 |
|
|
2023
Q1 | $2.09M | Sell |
19,632
-420
| -2% | -$45.3K | 0.33% | 46 |
|
|
2022
Q4 | $2.23M | Sell |
20,052
-472
| -2% | -$48.2K | 0.37% | 53 |
|
|
2022
Q3 | $1.77M | Buy |
20,524
+63
| +0.3% | +$5.62K | 0.33% | 46 |
|
|
2022
Q2 | $1.86M | Hold |
20,461
| – | – | 0.34% | 47 |
|
|
2022
Q1 | $1.68M | Sell |
20,461
-605
| -3% | -$47.7K | 0.3% | 56 |
|
|
2021
Q4 | $1.61M | Sell |
21,066
-13,441
| -39% | -$1.07M | 0.31% | 64 |
|
|
2021
Q3 | $2.59M | Buy |
34,507
+375
| +1% | +$28.5K | 0.54% | 32 |
|
|
2021
Q2 | $2.65M | Buy |
34,132
+2,474
| +8% | +$184K | 0.57% | 33 |
|
|
2021
Q1 | $2.33M | Buy |
31,658
+7,317
| +30% | +$540K | 0.55% | 35 |
|
|
2020
Q4 | $1.9M | Buy |
24,341
+4,562
| +23% | +$349K | 0.47% | 38 |
|
|
2020
Q3 | $1.57M | Sell |
19,779
-6,819
| -26% | -$534K | 0.42% | 39 |
|
|
2020
Q2 | $1.96M | Buy |
26,598
+5,112
| +24% | +$385K | 0.57% | 30 |
|
|
2020
Q1 | $1.58M | Buy |
21,486
+2,167
| +11% | +$170K | 0.49% | 36 |
|
|
2019
Q4 | $1.68M | Sell |
19,319
-501
| -3% | -$41.1K | 0.42% | 38 |
|
|
2019
Q3 | $1.59M | Sell |
19,820
-3,173
| -14% | -$254K | 0.41% | 38 |
|
|
2019
Q2 | $1.84M | Sell |
22,993
-721
| -3% | -$55.2K | 0.49% | 39 |
|
|
2019
Q1 | $1.88M | Sell |
23,714
-706
| -3% | -$52.8K | 0.46% | 38 |
|
|
2018
Q4 | $1.78M | Sell |
24,420
-892
| -4% | -$63K | 0.5% | 33 |
|
|
2018
Q3 | $1.71M | Sell |
25,312
-1,037
| -4% | -$66.1K | 0.5% | 36 |
|
|
2018
Q2 | $1.53M | Sell |
26,349
-18,561
| -41% | -$1.05M | 0.57% | 37 |
|
|
2018
Q1 | $2.33M | Buy |
44,910
+11,658
| +35% | +$630K | 1.01% | 20 |
|
|
2017
Q4 | $1.78M | Sell |
33,252
-11,782
| -26% | -$653K | 0.68% | 29 |
|
|
2017
Q3 | $2.75M | Sell |
45,034
-1,040
| -2% | -$63.1K | 1.34% | 11 |
|
|
2017
Q2 | $2.82M | Buy |
46,074
+13,378
| +41% | +$814K | 1.7% | 14 |
|
|
2017
Q1 | $1.98M | Sell |
32,696
-4,460
| -12% | -$271K | 0.79% | 26 |
|
|
2016
Q4 | $2.09M | Sell |
37,156
-1,037
| -3% | -$60.7K | 1.04% | 19 |
|
|
2016
Q3 | $2.27M | Sell |
38,193
-123
| -0.3% | -$7.19K | 1.51% | 16 |
|
|
2016
Q2 | $2.11M | Buy |
38,316
+768
| +2% | +$40.9K | 1.47% | 18 |
|
|
2016
Q1 | $1.9M | Sell |
37,548
-224
| -0.6% | -$11K | 1.95% | 16 |
|
|
2015
Q4 | $1.9M | Sell |
37,772
-1,178
| -3% | -$59.4K | 1.86% | 15 |
|
|
2015
Q3 | $1.84M | Sell |
38,950
-1,155
| -3% | -$61.4K | 1.81% | 13 |
|
|
2015
Q2 | $2.18M | Buy |
+40,105
| New | +$2.25M | 2% | 13 |
|
|
2015
Q1 | – | Sell |
-40,276
| Closed | -$2.18M | – | 113 |
|
|
2014
Q4 | $2.18M | Buy |
+40,276
| New | +$2.24M | 1.78% | 14 |
|
|
2014
Q1 | – | Sell |
-43,173
| Closed | -$2.06M | – | 114 |
|
|
2013
Q4 | $2.06M | Buy |
+43,173
| New | +$1.97M | 1.76% | 12 |
|
Other funds holding MRK
VCM
VPM
L.J. Altfest & Co's MRK Position: Q1 2026 in Review
L.J. Altfest & Co reduced its Merck (MRK) stake by 33% in Q1 2026, selling an estimated $1.05M and leaving 18,864 shares worth $2.27M. The position accounts for 0.24% of the portfolio, ranked #74.
L.J. Altfest & Co first reported a position in MRK in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.94M in Q4 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- L.J. Altfest & Co held 18,864 shares of Merck worth $2.27M as of Q1 2026.
- L.J. Altfest & Co sold 9,085 Merck shares in Q1 2026, an estimated $1.05M.
- Merck made up 0.24% of L.J. Altfest & Co's portfolio in Q1 2026, its #74 holding.
- L.J. Altfest & Co first reported a position in Merck in Q4 2013 and has held it in 46 quarters since.
- L.J. Altfest & Co's Merck position peaked at $2.94M in Q4 2025.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.