Pinion 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 | $1.25M | Sell |
10,412
-701
| -6% | -$80.9K | 0.29% | 57 |
|
|
2025
Q4 | $1.17M | Sell |
11,113
-729
| -6% | -$68.4K | 0.29% | 55 |
|
|
2025
Q3 | $1.04M | Buy |
11,842
+2,631
| +29% | +$217K | 0.28% | 63 |
|
|
2025
Q2 | $729K | Buy |
9,211
+587
| +7% | +$46.7K | 0.25% | 72 |
|
|
2025
Q1 | $774K | Buy |
8,624
+1,082
| +14% | +$101K | 0.17% | 78 |
|
|
2024
Q4 | $750K | Sell |
7,542
-840
| -10% | -$86.6K | 0.3% | 62 |
|
|
2024
Q3 | $952K | Buy |
8,382
+639
| +8% | +$75.9K | 0.4% | 50 |
|
|
2024
Q2 | $959K | Sell |
7,743
-464
| -6% | -$59.8K | 0.48% | 39 |
|
|
2024
Q1 | $1.08M | Buy |
8,207
+209
| +3% | +$25.8K | 0.56% | 36 |
|
|
2023
Q4 | $872K | Sell |
7,998
-624
| -7% | -$64.8K | 0.52% | 36 |
|
|
2023
Q3 | $888K | Buy |
8,622
+806
| +10% | +$86.9K | 0.58% | 35 |
|
|
2023
Q2 | $902K | Buy |
7,816
+227
| +3% | +$25.8K | 0.61% | 35 |
|
|
2023
Q1 | $807K | Sell |
7,589
-2,310
| -23% | -$249K | 0.76% | 25 |
|
|
2022
Q4 | $1.1M | Sell |
9,899
-2,591
| -21% | -$265K | 1.04% | 19 |
|
|
2022
Q3 | $1.08M | Buy |
12,490
+2,831
| +29% | +$253K | 0.94% | 20 |
|
|
2022
Q2 | $881K | Buy |
9,659
+1,048
| +12% | +$92.9K | 0.73% | 34 |
|
|
2022
Q1 | $706K | Buy |
8,611
+167
| +2% | +$13.2K | 0.49% | 59 |
|
|
2021
Q4 | $647K | Sell |
8,444
-1,193
| -12% | -$95K | 0.44% | 74 |
|
|
2021
Q3 | $724K | Buy |
9,637
+180
| +2% | +$13.7K | 0.58% | 53 |
|
|
2021
Q2 | $735K | Buy |
9,457
+306
| +3% | +$22.8K | 0.59% | 52 |
|
|
2021
Q1 | $673K | Sell |
9,151
-145
| -2% | -$10.7K | 0.62% | 49 |
|
|
2020
Q4 | $726K | Buy |
9,296
+984
| +12% | +$75.3K | 0.76% | 32 |
|
|
2020
Q3 | $613K | Hold |
8,312
| – | – | 0.93% | 36 |
|
|
2020
Q2 | $613K | Buy |
8,312
+994
| +14% | +$74.8K | 0.93% | 36 |
|
|
2020
Q1 | $537K | Buy |
7,318
+447
| +7% | +$35.1K | 1.15% | 35 |
|
|
2019
Q4 | $596K | Buy |
6,871
+776
| +13% | +$63.7K | 1.1% | 27 |
|
|
2019
Q3 | $490K | Buy |
6,095
+414
| +7% | +$33.2K | 1% | 38 |
|
|
2019
Q2 | $455K | Sell |
5,681
-26
| -0.5% | -$1.99K | 0.97% | 39 |
|
|
2019
Q1 | $453K | Buy |
5,707
+114
| +2% | +$8.53K | 0.79% | 55 |
|
|
2018
Q4 | $408K | Sell |
5,593
-47
| -0.8% | -$3.32K | 0.86% | 52 |
|
|
2018
Q3 | $382K | Sell |
5,640
-1,310
| -19% | -$83.5K | 0.73% | 63 |
|
|
2018
Q2 | $403K | Buy |
6,950
+578
| +9% | +$32.6K | 0.78% | 57 |
|
|
2018
Q1 | $331K | Buy |
+6,372
| New | +$344K | 0.71% | 69 |
|
Other funds holding MRK
VCM
VPM
Pinion Investment Advisors's MRK Position: Q1 2026 in Review
Pinion Investment Advisors reduced its Merck (MRK) stake by 6.3% in Q1 2026, selling an estimated $80.9K and leaving 10,412 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #57.
Pinion Investment Advisors first reported a position in MRK in Q1 2018 and has held it in 33 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Pinion Investment Advisors held 10,412 shares of Merck worth $1.25M as of Q1 2026.
- Pinion Investment Advisors sold 701 Merck shares in Q1 2026, an estimated $80.9K.
- Merck made up 0.29% of Pinion Investment Advisors's portfolio in Q1 2026, its #57 holding.
- Pinion Investment Advisors first reported a position in Merck in Q1 2018 and has held it in 33 quarters since.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.