Osborne Partners Capital 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
$361K Buy
2,811
+400
+17% +$46.8K 0.02% 170
2026
Q1
$290K Hold
2,411
0.02% 174
2025
Q4
$254K Hold
2,411
0.01% 182
2025
Q3
$202K Buy
+2,411
New +$199K 0.01% 202
2025
Q2
Sell
-2,860
Closed -$257K 211
2025
Q1
$257K Buy
2,860
+6
+0.2% +$560 0.01% 189
2024
Q4
$284K Sell
2,854
-426
-13% -$43.9K 0.02% 195
2024
Q3
$372K Sell
3,280
-1
-0% -$119 0.02% 172
2024
Q2
$406K Buy
3,281
+75
+2% +$9.66K 0.02% 170
2024
Q1
$423K Sell
3,206
-113
-3% -$13.9K 0.03% 160
2023
Q4
$362K Buy
3,319
+539
+19% +$55.9K 0.02% 170
2023
Q3
$286K Sell
2,780
-246
-8% -$26.5K 0.02% 167
2023
Q2
$349K Sell
3,026
-74
-2% -$8.4K 0.03% 169
2023
Q1
$330K Buy
3,100
+385
+14% +$41.6K 0.02% 170
2022
Q4
$301K Sell
2,715
-158
-5% -$16.1K 0.02% 174
2022
Q3
$247K Buy
2,873
+403
+16% +$36K 0.02% 183
2022
Q2
$225K Sell
2,470
-283
-10% -$25.1K 0.02% 197
2022
Q1
$226K Sell
2,753
-48
-2% -$3.78K 0.02% 193
2021
Q4
$215K Sell
2,801
-219
-7% -$17.4K 0.02% 209
2021
Q3
$227K Buy
3,020
+407
+16% +$31K 0.02% 189
2021
Q2
$203K Sell
2,613
-641
-20% -$47.7K 0.02% 199
2021
Q1
$239K Sell
3,254
-3,683
-53% -$272K 0.02% 185
2020
Q4
$541K Hold
6,937
0.07% 138
2020
Q3
$549K Sell
6,937
-760
-10% -$59.5K 0.11% 107
2020
Q2
$568K Hold
7,697
0.12% 104
2020
Q1
$565K Sell
7,697
-554
-7% -$43.5K 0.15% 96
2019
Q4
$716K Sell
8,251
-569
-6% -$46.7K 0.15% 95
2019
Q3
$708K Sell
8,820
-105
-1% -$8.41K 0.14% 96
2019
Q2
$714K Sell
8,925
-503
-5% -$38.5K 0.14% 99
2019
Q1
$748K Sell
9,428
-812
-8% -$60.7K 0.15% 93
2018
Q4
$747K Hold
10,240
0.11% 122
2018
Q3
$693K Buy
10,240
+1,383
+16% +$88.1K 0.09% 125
2018
Q2
$513K Buy
8,857
+614
+7% +$34.6K 0.07% 136
2018
Q1
$428K Sell
8,243
-125
-1% -$6.75K 0.06% 145
2017
Q4
$449K Sell
8,368
-106
-1% -$5.88K 0.06% 146
2017
Q3
$518K Buy
8,474
+94
+1% +$5.7K 0.07% 139
2017
Q2
$512K Sell
8,380
-3,797
-31% -$231K 0.07% 131
2017
Q1
$738K Sell
12,177
-4,839
-28% -$294K 0.11% 123
2016
Q4
$956K Buy
17,016
+1,101
+7% +$64.4K 0.14% 114
2016
Q3
$948K Sell
15,915
-547
-3% -$32K 0.14% 112
2016
Q2
$905K Hold
16,462
0.13% 112
2016
Q1
$831K Sell
16,462
-314
-2% -$15.4K 0.12% 114
2015
Q4
$846K Buy
16,776
+378
+2% +$19.1K 0.12% 119
2015
Q3
$773K Sell
16,398
-741
-4% -$39.4K 0.11% 121
2015
Q2
$931K Buy
17,139
+343
+2% +$19.2K 0.12% 121
2015
Q1
$921K Sell
16,796
-2,886
-15% -$163K 0.12% 122
2014
Q4
$1.07M Sell
19,682
-851
-4% -$47.4K 0.13% 114
2014
Q3
$1.16M Sell
20,533
-1,227
-6% -$68.9K 0.15% 110
2014
Q2
$1.2M Sell
21,760
-1,865
-8% -$102K 0.15% 107
2014
Q1
$1.28M Sell
23,625
-367
-2% -$19K 0.17% 105
2013
Q4
$1.15M Sell
23,992
-1,794
-7% -$82K 0.15% 109
2013
Q3
$1.17M Buy
25,786
+13,281
+106% +$606K 0.16% 107
2013
Q2
$554K Buy
+12,505
New +$559K 0.08% 128

Other funds holding MRK

Osborne Partners Capital Management's MRK Position: Q2 2026 in Review

Osborne Partners Capital Management increased its Merck (MRK) stake by 17% in Q2 2026, buying an estimated $46.8K and bringing the position to 2,811 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #170.

Osborne Partners Capital Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.28M in Q1 2014. 3,820 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Osborne Partners Capital Management held 2,811 shares of Merck worth $361K as of Q2 2026.
  • Osborne Partners Capital Management bought 400 Merck shares in Q2 2026, an estimated $46.8K.
  • Merck made up 0.02% of Osborne Partners Capital Management's portfolio in Q2 2026, its #170 holding.
  • Osborne Partners Capital Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • Osborne Partners Capital Management's Merck position peaked at $1.28M in Q1 2014.
  • 3,820 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.