Perigon Wealth 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
Q1 | $9.65M | Buy |
80,209
+1,081
| +1% | +$125K | 0.18% | 122 |
|
|
2025
Q4 | $8.33M | Buy |
79,128
+3,639
| +5% | +$342K | 0.15% | 133 |
|
|
2025
Q3 | $6.34M | Buy |
75,489
+14,081
| +23% | +$1.16M | 0.13% | 159 |
|
|
2025
Q2 | $4.86M | Sell |
61,408
-6,663
| -10% | -$530K | 0.11% | 170 |
|
|
2025
Q1 | $6.11M | Sell |
68,071
-7,655
| -10% | -$715K | 0.16% | 133 |
|
|
2024
Q4 | $7.63M | Sell |
75,726
-4,971
| -6% | -$512K | 0.19% | 112 |
|
|
2024
Q3 | $9.16M | Sell |
80,697
-23,264
| -22% | -$2.76M | 0.24% | 90 |
|
|
2024
Q2 | $12.9M | Sell |
103,961
-57,935
| -36% | -$7.46M | 0.37% | 56 |
|
|
2024
Q1 | $21.4M | Buy |
161,896
+1,906
| +1% | +$235K | 0.65% | 27 |
|
|
2023
Q4 | $17.4M | Buy |
159,990
+44,738
| +39% | +$4.64M | 0.57% | 37 |
|
|
2023
Q3 | $11.9M | Buy |
115,252
+1,478
| +1% | +$159K | 0.48% | 48 |
|
|
2023
Q2 | $13.1M | Buy |
113,774
+55,228
| +94% | +$6.27M | 0.52% | 43 |
|
|
2023
Q1 | $6.23M | Sell |
58,546
-53,304
| -48% | -$5.76M | 0.35% | 71 |
|
|
2022
Q4 | $12.4M | Buy |
111,850
+17,555
| +19% | +$1.79M | 0.77% | 20 |
|
|
2022
Q3 | $8.12M | Buy |
94,295
+1,282
| +1% | +$114K | 0.7% | 25 |
|
|
2022
Q2 | $8.48M | Buy |
93,013
+6,808
| +8% | +$604K | 0.71% | 22 |
|
|
2022
Q1 | $7.07M | Buy |
86,205
+1,380
| +2% | +$109K | 0.5% | 36 |
|
|
2021
Q4 | $6.5M | Sell |
84,825
-1,766
| -2% | -$141K | 0.46% | 38 |
|
|
2021
Q3 | $6.5M | Sell |
86,591
-2,415
| -3% | -$184K | 0.56% | 35 |
|
|
2021
Q2 | $6.92M | Sell |
89,006
-15,990
| -15% | -$1.19M | 0.62% | 30 |
|
|
2021
Q1 | $7.72M | Sell |
104,996
-10,908
| -9% | -$805K | 0.79% | 22 |
|
|
2020
Q4 | $9.05M | Buy |
115,904
+3,566
| +3% | +$273K | 1.05% | 14 |
|
|
2020
Q3 | $8.89M | Sell |
112,338
-2,843
| -2% | -$223K | 1.24% | 12 |
|
|
2020
Q2 | $8.5M | Buy |
115,181
+16,052
| +16% | +$1.21M | 1.35% | 12 |
|
|
2020
Q1 | $7.8M | Sell |
99,129
-3,223
| -3% | -$253K | 1.45% | 12 |
|
|
2019
Q4 | $8.95M | Sell |
102,352
-14,763
| -13% | -$1.21M | 1.83% | 9 |
|
|
2019
Q3 | $9.5M | Buy |
117,115
+1,838
| +2% | +$147K | 2.23% | 6 |
|
|
2019
Q2 | $9.22M | Sell |
115,277
-3,151
| -3% | -$241K | 2.16% | 8 |
|
|
2019
Q1 | $8.63M | Sell |
118,428
-15,528
| -12% | -$1.16M | 2.01% | 9 |
|
|
2018
Q4 | $9.2M | Buy |
133,956
+9,808
| +8% | +$692K | 2.35% | 6 |
|
|
2018
Q3 | $8.46M | Buy |
124,148
+1,157
| +0.9% | +$73.7K | 2.08% | 8 |
|
|
2018
Q2 | $7.18M | Buy |
122,991
+1,443
| +1% | +$81.4K | 2.16% | 7 |
|
|
2018
Q1 | $6.37M | Sell |
121,548
-210
| -0.2% | -$11.3K | 2.35% | 8 |
|
|
2017
Q4 | $6.59M | Sell |
121,758
-2,897
| -2% | -$161K | 2.46% | 7 |
|
|
2017
Q3 | $7.67M | Sell |
124,655
-1,642
| -1% | -$99.5K | 2.49% | 6 |
|
|
2017
Q2 | $7.78M | Buy |
126,297
+1,474
| +1% | +$89.7K | 1.69% | 8 |
|
|
2017
Q1 | $7.62M | Sell |
124,823
-164
| -0.1% | -$9.95K | 1.62% | 8 |
|
|
2016
Q4 | $7.94M | Buy |
124,987
+419
| +0.3% | +$24.5K | 1.73% | 7 |
|
|
2016
Q3 | $7.46M | Sell |
124,568
-283,059
| -69% | -$16.6M | 1.92% | 8 |
|
|
2016
Q2 | $22.6M | Buy |
407,627
+154,111
| +61% | +$8.2M | 6% | 1 |
|
|
2016
Q1 | $12.9M | Hold |
253,516
| – | – | 4.03% | 5 |
|
|
2015
Q4 | $12.9M | Buy |
253,516
+226,697
| +845% | +$11.4M | 3.57% | 3 |
|
|
2015
Q3 | $1.26M | Hold |
26,819
| – | – | 0.38% | 72 |
|
|
2015
Q2 | $1.46M | Buy |
26,819
+228
| +0.9% | +$12.8K | 0.38% | 68 |
|
|
2015
Q1 | $1.46M | Buy |
26,591
+6,896
| +35% | +$390K | 0.4% | 67 |
|
|
2014
Q4 | $1.07M | Hold |
19,695
| – | – | 0.32% | 74 |
|
|
2014
Q3 | $1.11M | Sell |
19,695
-6,896
| -26% | -$387K | 0.33% | 75 |
|
|
2014
Q2 | $1.47M | Hold |
26,591
| – | – | 0.42% | 68 |
|
|
2014
Q1 | $1.44M | Buy |
26,591
+4,119
| +18% | +$213K | 0.79% | 40 |
|
|
2013
Q4 | $1.07M | Buy |
+22,472
| New | +$1.03M | 0.6% | 43 |
|
Other funds holding MRK
VCM
VPM
Perigon Wealth Management's MRK Position: Q1 2026 in Review
Perigon Wealth Management increased its Merck (MRK) stake by 1.4% in Q1 2026, buying an estimated $125K and bringing the position to 80,209 shares worth $9.65M. The position accounts for 0.18% of the portfolio, ranked #122.
Perigon Wealth Management first reported a position in MRK in Q4 2013 and has held it in 50 quarters since. The position peaked at $22.6M in Q2 2016. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Perigon Wealth Management held 80,209 shares of Merck worth $9.65M as of Q1 2026.
- Perigon Wealth Management bought 1,081 Merck shares in Q1 2026, an estimated $125K.
- Merck made up 0.18% of Perigon Wealth Management's portfolio in Q1 2026, its #122 holding.
- Perigon Wealth Management first reported a position in Merck in Q4 2013 and has held it in 50 quarters since.
- Perigon Wealth Management's Merck position peaked at $22.6M in Q2 2016.
- 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.