Narwhal Capital Management’s Merck MRK Stock Holding History

Narwhal Capital 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	$12.8M	Sell	99,503 -11,872	-11%	-$1.39M	0.88%	29
2026 Q1	$13.4M	Sell	111,375 -368	-0.3%	-$42.5K	0.99%	27
2025 Q4	$11.8M	Sell	111,743 -24,562	-18%	-$2.31M	0.85%	31
2025 Q3	$11.4M	Sell	136,305 -9,906	-7%	-$816K	0.85%	33
2025 Q2	$11.6M	Sell	146,211 -26,064	-15%	-$2.07M	0.93%	28
2025 Q1	$15.5M	Buy	172,275 +34,478	+25%	+$3.22M	1.38%	19
2024 Q4	$13.7M	Sell	137,797 -3,946	-3%	-$407K	1.21%	23
2024 Q3	$16.1M	Buy	141,743 +15,510	+12%	+$1.84M	1.45%	17
2024 Q2	$15.6M	Buy	126,233 +4,812	+4%	+$620K	1.48%	18
2024 Q1	$16M	Buy	121,421 +29,483	+32%	+$3.63M	1.57%	16
2023 Q4	$10M	Buy	91,938 +13,967	+18%	+$1.45M	1.1%	24
2023 Q3	$8.03M	Buy	77,971 +23,719	+44%	+$2.56M	0.98%	27
2023 Q2	$6.26M	Sell	54,252 -5,900	-10%	-$670K	0.74%	39
2023 Q1	$6.4M	Sell	60,152 -74	-0.1%	-$7.99K	0.8%	39
2022 Q4	$6.68M	Sell	60,226 -261	-0.4%	-$26.7K	0.89%	38
2022 Q3	$5.21M	Buy	60,487 +4,947	+9%	+$442K	0.75%	43
2022 Q2	$5.06M	Sell	55,540 -8,045	-13%	-$713K	0.69%	45
2022 Q1	$5.22M	Sell	63,585 -5,543	-8%	-$437K	0.61%	48
2021 Q4	$5.3M	Buy	69,128 +1,720	+3%	+$137K	0.6%	44
2021 Q3	$5.06M	Buy	67,408 +4,500	+7%	+$342K	0.64%	47
2021 Q2	$4.89M	Sell	62,908 -4,846	-7%	-$360K	0.62%	48
2021 Q1	$4.98M	Sell	67,754 -1,430	-2%	-$105K	0.67%	44
2020 Q4	$5.4M	Buy	69,184 +808	+1%	+$61.8K	0.77%	41
2020 Q3	$5.41M	Buy	68,376 +6,207	+10%	+$486K	0.87%	38
2020 Q2	$4.59M	Sell	62,169 -4,216	-6%	-$317K	0.79%	43
2020 Q1	$4.87M	Buy	66,385 +4,707	+8%	+$370K	1.05%	30
2019 Q4	$5.35M	Sell	61,678 -2,591	-4%	-$213K	0.98%	33
2019 Q3	$5.16M	Sell	64,269 -6,421	-9%	-$515K	1.04%	35
2019 Q2	$5.66M	Sell	70,690 -310	-0.4%	-$23.7K	1.17%	29
2019 Q1	$5.63M	Sell	71,000 -314	-0.4%	-$23.5K	1.23%	28
2018 Q4	$5.2M	Sell	71,314 -116	-0.2%	-$8.19K	1.29%	23
2018 Q3	$4.83M	Sell	71,430 -1,000	-1%	-$63.7K	1.07%	28
2018 Q2	$4.2M	Sell	72,430 -131	-0.2%	-$7.39K	0.98%	33
2018 Q1	$3.77M	Buy	72,561 +16,015	+28%	+$865K	0.87%	40
2017 Q4	$3.04M	Buy	56,546 +24,362	+76%	+$1.35M	0.7%	49
2017 Q3	$1.97M	Hold	32,184	–	–	0.49%	74
2017 Q2	$1.97M	Sell	32,184 -1,991	-6%	-$121K	0.51%	70
2017 Q1	$2.07M	Hold	34,175	–	–	0.58%	58
2016 Q4	$1.92M	Sell	34,175 -13,362	-28%	-$782K	0.58%	55
2016 Q3	$2.83M	Sell	47,537 -157	-0.3%	-$9.18K	0.89%	35
2016 Q2	$2.62M	Hold	47,694	–	–	0.82%	41
2016 Q1	$2.41M	Hold	47,694	–	–	0.79%	43
2015 Q4	$2.4M	Hold	47,694	–	–	0.83%	41
2015 Q3	$2.25M	Hold	47,694	–	–	0.84%	40
2015 Q2	$2.59M	Buy	47,694 +2,106	+5%	+$118K	0.94%	32
2015 Q1	$2.5M	Buy	45,588 +6,943	+18%	+$393K	0.91%	35
2014 Q4	$2.09M	Sell	38,645 -131	-0.3%	-$7.3K	0.81%	42
2014 Q3	$2.19M	Buy	38,776 +1,677	+5%	+$94.2K	0.88%	38
2014 Q2	$2.05M	Buy	37,099 +105	+0.3%	+$5.73K	0.78%	43
2014 Q1	$2M	Hold	36,994	–	–	0.83%	43
2013 Q4	$1.77M	Sell	36,994 -315	-0.8%	-$14.4K	0.73%	51
2013 Q3	$1.7M	Hold	37,309	–	–	0.81%	49
2013 Q2	$1.65M	Buy	+37,309	New	+$1.67M	0.8%	52

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Narwhal Capital Management's MRK Position: Q2 2026 in Review

Narwhal Capital Management reduced its Merck (MRK) stake by 11% in Q2 2026, selling an estimated $1.39M and leaving 99,503 shares worth $12.8M. The position accounts for 0.88% of the portfolio, ranked #29.

Narwhal Capital Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q3 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Narwhal Capital Management held 99,503 shares of Merck worth $12.8M as of Q2 2026.
Narwhal Capital Management sold 11,872 Merck shares in Q2 2026, an estimated $1.39M.
Merck made up 0.88% of Narwhal Capital Management's portfolio in Q2 2026, its #29 holding.
Narwhal Capital Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Narwhal Capital Management's Merck position peaked at $16.1M in Q3 2024.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.