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Matthew Goff Investment Advisor’s Merck MRK Stock Holding History

Matthew Goff Investment Advisor’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 		$14.8M Sell
115,209
-1,490
-1% -$174K 2.5% 13
2026
Q1 		$14M Buy
116,699
+332
+0.3% +$38.3K 2.34% 11
2025
Q4 		$12.2M Sell
116,367
-1,728
-1% -$162K 2.17% 13
2025
Q3 		$9.91M Sell
118,095
-901
-0.8% -$74.2K 1.69% 19
2025
Q2 		$9.42M Sell
118,996
-368
-0.3% -$29.3K 1.74% 19
2025
Q1 		$10.7M Buy
119,364
+2,860
+2% +$267K 1.98% 16
2024
Q4 		$11.6M Buy
116,504
+220
+0.2% +$22.7K 2.15% 14
2024
Q3 		$13.2M Sell
116,284
-43
-0% -$5.11K 2.51% 13
2024
Q2 		$14.4M Sell
116,327
-790
-0.7% -$102K 2.94% 10
2024
Q1 		$15.5M Sell
117,117
-1,842
-2% -$227K 3.13% 10
2023
Q4 		$13M Sell
118,959
-987
-0.8% -$102K 2.88% 12
2023
Q3 		$12.3M Sell
119,946
-982
-0.8% -$106K 2.97% 10
2023
Q2 		$14M Sell
120,928
-3,476
-3% -$395K 3.28% 8
2023
Q1 		$13.2M Sell
124,404
-2,604
-2% -$281K 3.28% 7
2022
Q4 		$14.1M Sell
127,008
-535
-0.4% -$54.7K 3.67% 7
2022
Q3 		$11M Buy
127,543
+1,442
+1% +$129K 3.14% 9
2022
Q2 		$11.5M Buy
126,101
+10,280
+9% +$911K 3.1% 11
2022
Q1 		$9.5M Buy
115,821
+12,581
+12% +$992K 2.23% 16
2021
Q4 		$7.91M Sell
103,240
-111
-0.1% -$8.84K 1.81% 20
2021
Q3 		$7.76M Buy
103,351
+3,200
+3% +$243K 1.9% 18
2021
Q2 		$7.79M Buy
100,151
+1,635
+2% +$122K 1.98% 19
2021
Q1 		$7.25M Buy
98,516
+40
+0% +$2.95K 2.04% 19
2020
Q4 		$7.69M Buy
98,476
+5,561
+6% +$425K 2.29% 16
2020
Q3 		$7.35M Sell
92,915
-409
-0.4% -$32K 2.35% 17
2020
Q2 		$6.89M Buy
93,324
+611
+0.7% +$46K 2.26% 14
2020
Q1 		$6.81M Buy
92,713
+3,103
+3% +$244K 2.87% 10
2019
Q4 		$7.78M Sell
89,610
-2,089
-2% -$172K 2.88% 12
2019
Q3 		$7.37M Sell
91,699
-2,060
-2% -$165K 3.04% 10
2019
Q2 		$7.5M Sell
93,759
-646
-0.7% -$49.5K 3.21% 10
2019
Q1 		$7.49M Buy
94,405
+194
+0.2% +$14.5K 3.46% 8
2018
Q4 		$6.87M Buy
94,211
+558
+0.6% +$39.4K 3.49% 10
2018
Q3 		$6.34M Buy
93,653
+947
+1% +$60.3K 2.54% 15
2018
Q2 		$5.37M Buy
92,706
+7,452
+9% +$420K 2.1% 19
2018
Q1 		$4.43M Buy
85,254
+2,764
+3% +$149K 1.86% 23
2017
Q4 		$4.43M Buy
82,490
+192
+0.2% +$10.6K 1.91% 23
2017
Q3 		$5.03M Buy
82,298
+2,286
+3% +$139K 2.16% 19
2017
Q2 		$4.89M Sell
80,012
-625
-0.8% -$38K 4.39% 7
2017
Q1 		$4.89M Buy
+80,637
New +$4.89M 4.67% 7

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Matthew Goff Investment Advisor's MRK Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $174K and leaving 115,209 shares worth $14.8M. The position accounts for 2.5% of the portfolio, ranked #13.

Matthew Goff Investment Advisor first reported a position in MRK in Q1 2017 and has held it in 38 quarters since. The position peaked at $15.5M in Q1 2024. 966 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Matthew Goff Investment Advisor held 115,209 shares of Merck worth $14.8M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 1,490 Merck shares in Q2 2026, an estimated $174K.
  • Merck made up 2.5% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #13 holding.
  • Matthew Goff Investment Advisor first reported a position in Merck in Q1 2017 and has held it in 38 quarters since.
  • Matthew Goff Investment Advisor's Merck position peaked at $15.5M in Q1 2024.
  • 966 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.