Mascoma Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.6K | Sell |
425
-47
| -10% | -$5.5K | 0.01% | 179 |
|
|
2026
Q1 | $56.8K | Hold |
472
| – | – | 0.01% | 177 |
|
|
2025
Q4 | $49.7K | Buy |
472
+27
| +6% | +$2.54K | 0.01% | 183 |
|
|
2025
Q3 | $37.3K | Sell |
445
-148
| -25% | -$12.2K | 0.01% | 217 |
|
|
2025
Q2 | $46.9K | Hold |
593
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $53.2K | Sell |
593
-194
| -25% | -$18.1K | 0.01% | 180 |
|
|
2024
Q4 | $78.3K | Buy |
787
+238
| +43% | +$24.5K | 0.02% | 165 |
|
|
2024
Q3 | $62.3K | Hold |
549
| – | – | 0.02% | 178 |
|
|
2024
Q2 | $68K | Buy |
549
+13
| +2% | +$1.68K | 0.02% | 166 |
|
|
2024
Q1 | $70.7K | Sell |
536
-36
| -6% | -$4.44K | 0.02% | 152 |
|
|
2023
Q4 | $62.4K | Hold |
572
| – | – | 0.02% | 173 |
|
|
2023
Q3 | $58.9K | Buy |
572
+65
| +13% | +$7.01K | 0.02% | 173 |
|
|
2023
Q2 | $54K | Sell |
507
-514
| -50% | -$58.4K | 0.02% | 186 |
|
|
2023
Q1 | $118K | Sell |
1,021
-75
| -7% | -$8.1K | 0.03% | 155 |
|
|
2022
Q4 | $122K | Sell |
1,096
-820
| -43% | -$83.8K | 0.04% | 148 |
|
|
2022
Q3 | $165K | Buy |
1,916
+1,000
| +109% | +$89.3K | 0.06% | 125 |
|
|
2022
Q2 | $84K | Sell |
916
-10
| -1% | -$887 | 0.03% | 187 |
|
|
2022
Q1 | $76K | Buy |
926
+247
| +36% | +$19.5K | 0.02% | 212 |
|
|
2021
Q4 | $52K | Buy |
679
+85
| +14% | +$6.77K | 0.02% | 218 |
|
|
2021
Q3 | $45K | Buy |
+594
| New | +$45.2K | 0.02% | 214 |
|
|
2021
Q2 | – | Sell |
-623
| Closed | -$46K | – | 327 |
|
|
2021
Q1 | $46K | Buy |
+623
| New | +$46K | 0.02% | 214 |
|
|
2019
Q3 | – | Sell |
-1,894
| Closed | -$152K | – | 250 |
|
|
2019
Q2 | $152K | Sell |
1,894
-516
| -21% | -$39.5K | 0.1% | 92 |
|
|
2019
Q1 | $191K | Sell |
2,410
-327
| -12% | -$24.5K | 0.13% | 70 |
|
|
2018
Q4 | $200K | Buy |
2,737
+8
| +0.3% | +$565 | 0.15% | 65 |
|
|
2018
Q3 | $185K | Buy |
2,729
+254
| +10% | +$16.2K | 0.12% | 81 |
|
|
2018
Q2 | $143K | Buy |
2,475
+1,127
| +84% | +$63.6K | 0.1% | 88 |
|
|
2018
Q1 | $70K | Sell |
1,348
-314
| -19% | -$17K | 0.05% | 126 |
|
|
2017
Q4 | $93K | Sell |
1,662
-1,070
| -39% | -$59.3K | 0.06% | 114 |
|
|
2017
Q3 | $167K | Buy |
2,732
+139
| +5% | +$8.43K | 0.11% | 84 |
|
|
2017
Q2 | $159K | Buy |
2,593
+196
| +8% | +$11.9K | 0.11% | 86 |
|
|
2017
Q1 | $145K | Hold |
2,397
| – | – | 0.1% | 80 |
|
|
2016
Q4 | $135K | Buy |
+2,397
| New | +$140K | 0.1% | 87 |
|
Other funds holding MRK
Mascoma Wealth Management's MRK Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Merck (MRK) stake by 10% in Q2 2026, selling an estimated $5.5K and leaving 425 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #179.
Mascoma Wealth Management first reported a position in MRK in Q4 2016 and has held it in 32 quarters since. The position peaked at $200K in Q4 2018. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Mascoma Wealth Management held 425 shares of Merck worth $54.6K as of Q2 2026.
- Mascoma Wealth Management sold 47 Merck shares in Q2 2026, an estimated $5.5K.
- Merck made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #179 holding.
- Mascoma Wealth Management first reported a position in Merck in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Merck position peaked at $200K in Q4 2018.
- 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.