PDS Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.11M | Buy |
17,577
+758
| +5% | +$87.5K | 0.14% | 73 |
|
|
2025
Q4 | $1.77M | Buy |
16,819
+900
| +6% | +$84.5K | 0.12% | 81 |
|
|
2025
Q3 | $1.34M | Buy |
15,919
+326
| +2% | +$26.9K | 0.09% | 102 |
|
|
2025
Q2 | $1.23M | Sell |
15,593
-1,174
| -7% | -$93.3K | 0.09% | 102 |
|
|
2025
Q1 | $1.5M | Buy |
16,767
+892
| +6% | +$83.3K | 0.13% | 75 |
|
|
2024
Q4 | $1.58M | Buy |
15,875
+2,357
| +17% | +$243K | 0.14% | 72 |
|
|
2024
Q3 | $1.54M | Sell |
13,518
-146
| -1% | -$17.3K | 0.14% | 75 |
|
|
2024
Q2 | $1.69M | Buy |
13,664
+1,044
| +8% | +$134K | 0.17% | 66 |
|
|
2024
Q1 | $1.67M | Buy |
12,620
+76
| +0.6% | +$9.37K | 0.18% | 63 |
|
|
2023
Q4 | $1.37M | Buy |
12,544
+651
| +5% | +$67.6K | 0.16% | 66 |
|
|
2023
Q3 | $1.22M | Buy |
11,893
+40
| +0.3% | +$4.31K | 0.16% | 69 |
|
|
2023
Q2 | $1.37M | Buy |
11,853
+411
| +4% | +$46.7K | 0.17% | 66 |
|
|
2023
Q1 | $1.22M | Buy |
11,442
+3,723
| +48% | +$402K | 0.17% | 64 |
|
|
2022
Q4 | $856K | Buy |
7,719
+457
| +6% | +$46.7K | 0.14% | 67 |
|
|
2022
Q3 | $625K | Buy |
7,262
+17
| +0.2% | +$1.52K | 0.11% | 75 |
|
|
2022
Q2 | $660K | Buy |
7,245
+839
| +13% | +$74.4K | 0.12% | 79 |
|
|
2022
Q1 | $526K | Buy |
6,406
+1,652
| +35% | +$130K | 0.09% | 91 |
|
|
2021
Q4 | $364K | Sell |
4,754
-16
| -0.3% | -$1.27K | 0.07% | 122 |
|
|
2021
Q3 | $358K | Sell |
4,770
-91
| -2% | -$6.92K | 0.08% | 114 |
|
|
2021
Q2 | $378K | Buy |
4,861
+420
| +9% | +$31.2K | 0.09% | 108 |
|
|
2021
Q1 | $327K | Sell |
4,441
-1,143
| -20% | -$84.3K | 0.09% | 110 |
|
|
2020
Q4 | $436K | Buy |
5,584
+319
| +6% | +$24.4K | 0.15% | 77 |
|
|
2020
Q3 | $417K | Buy |
5,265
+122
| +2% | +$9.56K | 0.17% | 74 |
|
|
2020
Q2 | $379K | Buy |
5,143
+743
| +17% | +$55.9K | 0.17% | 77 |
|
|
2020
Q1 | $323K | Buy |
4,400
+348
| +9% | +$27.4K | 0.21% | 66 |
|
|
2019
Q4 | $352K | Sell |
4,052
-245
| -6% | -$20.1K | 0.22% | 67 |
|
|
2019
Q3 | $345K | Buy |
4,297
+179
| +4% | +$14.3K | 0.24% | 61 |
|
|
2019
Q2 | $329K | Buy |
4,118
+296
| +8% | +$22.7K | 0.24% | 61 |
|
|
2019
Q1 | $303K | Sell |
3,822
-175
| -4% | -$13.1K | 0.24% | 63 |
|
|
2018
Q4 | $291K | Buy |
3,997
+210
| +6% | +$14.8K | 0.25% | 59 |
|
|
2018
Q3 | $256K | Buy |
3,787
+690
| +22% | +$44K | 0.22% | 61 |
|
|
2018
Q2 | $179K | Buy |
+3,097
| New | +$175K | 0.18% | 66 |
|
Other funds holding MRK
VCM
VPM
PDS Planning's MRK Position: Q1 2026 in Review
PDS Planning increased its Merck (MRK) stake by 4.5% in Q1 2026, buying an estimated $87.5K and bringing the position to 17,577 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #73.
PDS Planning first reported a position in MRK in Q2 2018 and has held it in 32 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- PDS Planning held 17,577 shares of Merck worth $2.11M as of Q1 2026.
- PDS Planning bought 758 Merck shares in Q1 2026, an estimated $87.5K.
- Merck made up 0.14% of PDS Planning's portfolio in Q1 2026, its #73 holding.
- PDS Planning first reported a position in Merck in Q2 2018 and has held it in 32 quarters since.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.