Mogy Joel R Investment Counsel’s Merck MRK Stock Holding History

Mogy Joel R Investment Counsel’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	$3.43M	Hold	26,683	–	–	0.2%	42
2026 Q1	$3.21M	Sell	26,683 -1,925	-7%	-$222K	0.2%	42
2025 Q4	$3.01M	Sell	28,608 -1,015	-3%	-$95.3K	0.16%	43
2025 Q3	$2.49M	Hold	29,623	–	–	0.14%	47
2025 Q2	$2.34M	Sell	29,623 -600	-2%	-$47.7K	0.14%	47
2025 Q1	$2.71M	Hold	30,223	–	–	0.17%	47
2024 Q4	$3.01M	Hold	30,223	–	–	0.18%	45
2024 Q3	$3.43M	Hold	30,223	–	–	0.21%	44
2024 Q2	$3.74M	Sell	30,223 -200	-0.7%	-$25.8K	0.24%	43
2024 Q1	$4.01M	Buy	30,423 +200	+0.7%	+$24.7K	0.27%	42
2023 Q4	$3.29M	Sell	30,223 -12,047	-29%	-$1.25M	0.25%	44
2023 Q3	$4.35M	Sell	42,270 -2,950	-7%	-$318K	0.37%	42
2023 Q2	$5.22M	Sell	45,220 -17	-0%	-$1.93K	0.41%	39
2023 Q1	$4.81M	Buy	45,237 +1	+0%	+$108	0.43%	40
2022 Q4	$5.02M	Hold	45,236	–	–	0.5%	41
2022 Q3	$3.9M	Hold	45,236	–	–	0.41%	43
2022 Q2	$4.12M	Buy	45,236 +936	+2%	+$83K	0.41%	41
2022 Q1	$3.63M	Sell	44,300 -125	-0.3%	-$9.86K	0.29%	44
2021 Q4	$3.4M	Hold	44,425	–	–	0.24%	47
2021 Q3	$3.34M	Hold	44,425	–	–	0.27%	45
2021 Q2	$3.46M	Sell	44,425 -2,132	-5%	-$159K	0.29%	45
2021 Q1	$3.42M	Sell	46,557 -734	-2%	-$54.1K	0.33%	44
2020 Q4	$3.69M	Hold	47,291	–	–	0.36%	43
2020 Q3	$3.74M	Hold	47,291	–	–	0.4%	41
2020 Q2	$3.49M	Hold	47,291	–	–	0.42%	40
2020 Q1	$3.47M	Sell	47,291 -210	-0.4%	-$16.5K	0.49%	41
2019 Q4	$4.12M	Sell	47,501 -80	-0.2%	-$6.57K	0.49%	42
2019 Q3	$3.82M	Hold	47,581	–	–	0.48%	42
2019 Q2	$3.81M	Hold	47,581	–	–	0.5%	42
2019 Q1	$3.78M	Sell	47,581 -1,048	-2%	-$78.4K	0.51%	42
2018 Q4	$3.55M	Hold	48,629	–	–	0.55%	41
2018 Q3	$3.29M	Sell	48,629 -2,725	-5%	-$174K	0.44%	44
2018 Q2	$2.97M	Hold	51,354	–	–	0.44%	45
2018 Q1	$2.67M	Sell	51,354 -1,362	-3%	-$73.6K	0.42%	47
2017 Q4	$2.83M	Hold	52,716	–	–	0.44%	47
2017 Q3	$3.22M	Sell	52,716 -1,214	-2%	-$73.6K	0.54%	43
2017 Q2	$3.3M	Sell	53,930 -524	-1%	-$31.9K	0.57%	45
2017 Q1	$3.3M	Hold	54,454	–	–	0.57%	44
2016 Q4	$3.06M	Sell	54,454 -167	-0.3%	-$9.77K	0.56%	49
2016 Q3	$3.25M	Buy	54,621 +167	+0.3%	+$9.77K	0.6%	45
2016 Q2	$2.99M	Hold	54,454	–	–	0.55%	45
2016 Q1	$2.75M	Buy	54,454 +49,009	+900%	+$2.4M	0.51%	48
2015 Q4	$2.75K	Sell	5,445 -49,323	-90%	-$2.49M	0.51%	49
2015 Q3	$2.58M	Sell	54,768 -1,258	-2%	-$66.8K	0.51%	51
2015 Q2	$3.04M	Sell	56,026 -1,013	-2%	-$56.8K	0.58%	52
2015 Q1	$3.13M	Sell	57,039 -1,048	-2%	-$59.3K	0.59%	53
2014 Q4	$3.15M	Sell	58,087 -9,997	-15%	-$557K	0.6%	50
2014 Q3	$3.85M	Sell	68,084 -3,564	-5%	-$200K	0.78%	43
2014 Q2	$3.96M	Sell	71,648 -655	-0.9%	-$35.7K	0.79%	43
2014 Q1	$3.92M	Hold	72,303	–	–	0.82%	42
2013 Q4	$3.45M	Sell	72,303 -1,048	-1%	-$47.9K	0.73%	45
2013 Q3	$3.33M	Sell	73,351 -899	-1%	-$41K	0.76%	42
2013 Q2	$3.29M	Buy	+74,250	New	+$3.32M	0.8%	41

Other funds holding MRK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mogy Joel R Investment Counsel's MRK Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Merck (MRK) position steady in Q2 2026 at 26,683 shares worth $3.43M. The position accounts for 0.2% of the portfolio, ranked #42.

Mogy Joel R Investment Counsel first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.22M in Q2 2023. 2,437 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Mogy Joel R Investment Counsel held 26,683 shares of Merck worth $3.43M as of Q2 2026.
Mogy Joel R Investment Counsel left its Merck share count unchanged in Q2 2026.
Merck made up 0.2% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #42 holding.
Mogy Joel R Investment Counsel first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Merck position peaked at $5.22M in Q2 2023.
2,437 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.