LIM
MRK icon

Leavell Investment Management’s Merck MRK Stock Holding History

Leavell 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 		$5.41M Buy
41,794
+593
+1% +$69.4K 0.2% 128
2026
Q1 		$4.99M Buy
41,201
+2,848
+7% +$329K 0.2% 122
2025
Q4 		$4.07M Sell
38,353
-1,641
-4% -$154K 0.17% 138
2025
Q3 		$3.39M Sell
39,994
-1,421
-3% -$117K 0.14% 155
2025
Q2 		$3.31M Sell
41,415
-2,329
-5% -$185K 0.15% 151
2025
Q1 		$3.96M Sell
43,744
-6,901
-14% -$644K 0.2% 123
2024
Q4 		$5.08M Sell
50,645
-11,745
-19% -$1.21M 0.25% 96
2024
Q3 		$7.13M Sell
62,390
-1,835
-3% -$218K 0.36% 69
2024
Q2 		$8M Buy
64,225
+6,646
+12% +$856K 0.44% 61
2024
Q1 		$7.64M Buy
57,579
+11,844
+26% +$1.46M 0.44% 64
2023
Q4 		$5.02M Buy
45,735
+2,749
+6% +$285K 0.32% 83
2023
Q3 		$4.46M Sell
42,986
-58
-0.1% -$6.25K 0.31% 82
2023
Q2 		$5M Buy
43,044
+120
+0.3% +$13.6K 0.34% 76
2023
Q1 		$4.6M Sell
42,924
-3,015
-7% -$326K 0.33% 82
2022
Q4 		$5.13M Sell
45,939
-1,474
-3% -$151K 0.39% 76
2022
Q3 		$4.12M Buy
47,413
+2,515
+6% +$225K 0.33% 88
2022
Q2 		$4.12M Buy
44,898
+509
+1% +$45.1K 0.32% 91
2022
Q1 		$3.67M Sell
44,389
-557
-1% -$43.9K 0.25% 106
2021
Q4 		$3.48M Buy
44,946
+1,149
+3% +$91.5K 0.23% 112
2021
Q3 		$3.32M Sell
43,797
-1,384
-3% -$105K 0.25% 108
2021
Q2 		$3.51M Sell
45,181
-2,169
-5% -$161K 0.29% 104
2021
Q1 		$3.51M Sell
47,350
-2,117
-4% -$156K 0.29% 104
2020
Q4 		$3.89M Sell
49,467
-1,164
-2% -$89K 0.34% 85
2020
Q3 		$4.04M Buy
50,631
+706
+1% +$55.3K 0.35% 79
2020
Q2 		$3.71M Buy
49,925
+847
+2% +$63.8K 0.36% 84
2020
Q1 		$3.63M Buy
49,078
+1,040
+2% +$81.7K 0.42% 74
2019
Q4 		$4.2M Buy
48,038
+1,742
+4% +$143K 0.39% 80
2019
Q3 		$3.74M Sell
46,296
-22
-0% -$1.76K 0.38% 81
2019
Q2 		$3.73M Buy
46,318
+78
+0.2% +$5.97K 0.39% 78
2019
Q1 		$3.69M Sell
46,240
-419
-0.9% -$31.3K 0.41% 76
2018
Q4 		$3.43M Buy
46,659
+796
+2% +$56.2K 0.43% 73
2018
Q3 		$3.13M Buy
45,863
+467
+1% +$29.8K 0.34% 91
2018
Q2 		$2.65M Sell
45,396
-8,615
-16% -$486K 0.3% 97
2018
Q1 		$2.83M Sell
54,011
-524
-1% -$28.3K 0.33% 93
2017
Q4 		$2.93M Sell
54,535
-20,298
-27% -$1.13M 0.34% 90
2017
Q3 		$4.57M Sell
74,833
-1,614
-2% -$97.9K 0.56% 50
2017
Q2 		$4.67M Sell
76,447
-1,619
-2% -$98.6K 0.59% 49
2017
Q1 		$4.73M Buy
78,066
+1,530
+2% +$92.8K 0.61% 41
2016
Q4 		$4.3M Sell
76,536
-6,515
-8% -$381K 0.59% 45
2016
Q3 		$4.95M Buy
83,051
+2,072
+3% +$121K 0.73% 29
2016
Q2 		$4.45M Buy
80,979
+2,531
+3% +$135K 0.66% 41
2016
Q1 		$3.96M Buy
78,448
+8,498
+12% +$416K 0.59% 41
2015
Q4 		$3.53M Buy
69,950
+375
+0.5% +$18.9K 0.52% 48
2015
Q3 		$3.28M Buy
69,575
+6,956
+11% +$370K 0.52% 48
2015
Q2 		$3.4M Buy
62,619
+19,823
+46% +$1.11M 0.53% 50
2015
Q1 		$2.35M Buy
42,796
+11,004
+35% +$623K 0.35% 86
2014
Q4 		$1.72M Buy
31,792
+12,335
+63% +$687K 0.27% 116
2014
Q3 		$1.1M Buy
19,457
+2,096
+12% +$118K 0.17% 156
2014
Q2 		$958K Buy
17,361
+3,380
+24% +$184K 0.15% 173
2014
Q1 		$757K Buy
13,981
+373
+3% +$19.3K 0.13% 180
2013
Q4 		$650K Buy
13,608
+1,900
+16% +$86.9K 0.11% 191
2013
Q3 		$532K Sell
11,708
-524
-4% -$23.9K 0.1% 204
2013
Q2 		$542K Buy
+12,232
New +$546K 0.1% 198

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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Leavell Investment Management increased its Merck (MRK) stake by 1.4% in Q2 2026, buying an estimated $69.4K and bringing the position to 41,794 shares worth $5.41M. The position accounts for 0.2% of the portfolio, ranked #128.

Leavell Investment Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $8M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Leavell Investment Management held 41,794 shares of Merck worth $5.41M as of Q2 2026.
  • Leavell Investment Management bought 593 Merck shares in Q2 2026, an estimated $69.4K.
  • Merck made up 0.2% of Leavell Investment Management's portfolio in Q2 2026, its #128 holding.
  • Leavell Investment Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Merck position peaked at $8M in Q2 2024.
  • 1,168 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.