Pin Oak Investment Advisors’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 | $396K | Sell |
3,266
-307
| -9% | -$35.4K | 0.28% | 69 |
|
|
2025
Q4 | $436K | Buy |
3,573
+2
| +0.1% | +$188 | 0.31% | 62 |
|
|
2025
Q3 | $303K | Sell |
3,571
-1,600
| -31% | -$132K | 0.22% | 78 |
|
|
2025
Q2 | $464K | Buy |
5,171
+1,506
| +41% | +$120K | 0.39% | 53 |
|
|
2025
Q1 | $461K | Buy |
3,665
+1
| +0% | +$93 | 0.35% | 57 |
|
|
2024
Q4 | $416K | Hold |
3,664
| – | – | 0.38% | 49 |
|
|
2024
Q3 | $416K | Sell |
3,664
-101
| -3% | -$12K | 0.38% | 49 |
|
|
2024
Q2 | $466K | Sell |
3,765
-35
| -0.9% | -$4.51K | 0.45% | 43 |
|
|
2024
Q1 | $501K | Sell |
3,800
-80
| -2% | -$9.86K | 0.48% | 45 |
|
|
2023
Q4 | $426K | Buy |
3,880
+174
| +5% | +$18.1K | 0.43% | 46 |
|
|
2023
Q3 | $384K | Sell |
3,706
-122
| -3% | -$13.1K | 0.43% | 45 |
|
|
2023
Q2 | $445K | Buy |
3,828
+770
| +25% | +$87.4K | 0.49% | 37 |
|
|
2023
Q1 | $325K | Buy |
3,058
+554
| +22% | +$59.8K | 0.4% | 45 |
|
|
2022
Q4 | $278K | Sell |
2,504
-100
| -4% | -$10.2K | 0.34% | 52 |
|
|
2022
Q3 | $224K | Buy |
2,604
+234
| +10% | +$20.9K | 0.28% | 60 |
|
|
2022
Q2 | $216K | Sell |
2,370
-1
| -0% | -$89 | 0.26% | 67 |
|
|
2022
Q1 | $195K | Hold |
2,371
| – | – | 0.21% | 77 |
|
|
2021
Q4 | $182K | Hold |
2,371
| – | – | 0.18% | 82 |
|
|
2021
Q3 | $178K | Hold |
2,371
| – | – | 0.2% | 77 |
|
|
2021
Q2 | $184K | Sell |
2,371
-114
| -5% | -$8.48K | 0.19% | 81 |
|
|
2021
Q1 | $183K | Hold |
2,485
| – | – | 0.16% | 99 |
|
|
2020
Q4 | $194K | Hold |
2,485
| – | – | 0.16% | 101 |
|
|
2020
Q3 | $197K | Hold |
2,485
| – | – | 0.19% | 93 |
|
|
2020
Q2 | $183K | Hold |
2,485
| – | – | 0.17% | 106 |
|
|
2020
Q1 | $182K | Sell |
2,485
-251
| -9% | -$19.7K | 0.19% | 101 |
|
|
2019
Q4 | $237K | Sell |
2,736
-524
| -16% | -$43K | 0.19% | 87 |
|
|
2019
Q3 | $262K | Hold |
3,260
| – | – | 0.21% | 88 |
|
|
2019
Q2 | $261K | Buy |
3,260
+251
| +8% | +$19.2K | 0.2% | 93 |
|
|
2019
Q1 | $239K | Hold |
3,009
| – | – | 0.19% | 96 |
|
|
2018
Q4 | $219K | Sell |
3,009
-88
| -3% | -$6.21K | 0.19% | 94 |
|
|
2018
Q3 | $210K | Sell |
3,097
-419
| -12% | -$26.7K | 0.16% | 110 |
|
|
2018
Q2 | $204K | Sell |
3,516
-292
| -8% | -$16.5K | 0.15% | 110 |
|
|
2018
Q1 | $198K | Sell |
3,808
-887
| -19% | -$47.9K | 0.16% | 106 |
|
|
2017
Q4 | $252K | Buy |
+4,695
| New | +$260K | 0.19% | 95 |
|
Other funds holding MRK
VCM
VPM
Pin Oak Investment Advisors's MRK Position: Q1 2026 in Review
Pin Oak Investment Advisors reduced its Merck (MRK) stake by 8.6% in Q1 2026, selling an estimated $35.4K and leaving 3,266 shares worth $396K. The position accounts for 0.28% of the portfolio, ranked #69.
Pin Oak Investment Advisors first reported a position in MRK in Q4 2017 and has held it in 34 quarters since. The position peaked at $501K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Pin Oak Investment Advisors held 3,266 shares of Merck worth $396K as of Q1 2026.
- Pin Oak Investment Advisors sold 307 Merck shares in Q1 2026, an estimated $35.4K.
- Merck made up 0.28% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #69 holding.
- Pin Oak Investment Advisors first reported a position in Merck in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Merck position peaked at $501K in Q1 2024.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.