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Plancorp LLC’s Merck MRK Stock Holding History

Plancorp LLC’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Sell
12,133
-1,202
-9% -$141K 0.04% 158
2026
Q1 		$1.62M Buy
13,335
+665
+5% +$76.8K 0.05% 123
2025
Q4 		$1.33M Sell
12,670
-253
-2% -$23.7K 0.04% 133
2025
Q3 		$1.08M Sell
12,923
-1,321
-9% -$109K 0.03% 151
2025
Q2 		$1.13M Sell
14,244
-13,510
-49% -$1.07M 0.04% 142
2025
Q1 		$2.49M Buy
27,754
+5
+0% +$467 0.1% 88
2024
Q4 		$2.76M Buy
27,749
+5,951
+27% +$614K 0.11% 66
2024
Q3 		$2.48M Sell
21,798
-134
-0.6% -$15.9K 0.1% 74
2024
Q2 		$2.72M Buy
21,932
+1,226
+6% +$158K 0.12% 63
2024
Q1 		$2.73M Buy
20,706
+115
+0.6% +$14.2K 0.12% 65
2023
Q4 		$2.24M Buy
20,591
+72
+0.4% +$7.47K 0.11% 71
2023
Q3 		$2.11M Buy
20,519
+273
+1% +$29.4K 0.11% 70
2023
Q2 		$2.34M Buy
20,246
+102
+0.5% +$11.6K 0.13% 59
2023
Q1 		$2.14M Buy
20,144
+61
+0.3% +$6.59K 0.12% 67
2022
Q4 		$2.23M Sell
20,083
-666
-3% -$68.1K 0.13% 61
2022
Q3 		$1.79M Sell
20,749
-480
-2% -$42.9K 0.12% 64
2022
Q2 		$1.94M Sell
21,229
-97
-0.5% -$8.6K 0.12% 65
2022
Q1 		$1.75M Buy
21,326
+8,272
+63% +$652K 0.11% 70
2021
Q4 		$1M Buy
13,054
+209
+2% +$16.6K 0.06% 100
2021
Q3 		$965K Buy
12,845
+165
+1% +$12.5K 0.07% 97
2021
Q2 		$986K Sell
12,680
-788
-6% -$58.6K 0.08% 89
2021
Q1 		$991K Sell
13,468
-688
-5% -$50.8K 0.22% 79
2020
Q4 		$1.1M Buy
14,156
+1,032
+8% +$78.9K 0.27% 65
2020
Q3 		$1.04M Sell
13,124
-573
-4% -$44.9K 0.32% 58
2020
Q2 		$1.01M Buy
13,697
+355
+3% +$26.7K 0.3% 59
2020
Q1 		$980K Buy
13,342
+222
+2% +$17.4K 0.38% 53
2019
Q4 		$1.14M Buy
13,120
+881
+7% +$72.4K 0.35% 56
2019
Q3 		$983K Sell
12,239
-17
-0.1% -$1.36K 0.38% 51
2019
Q2 		$981K Sell
12,256
-7,360
-38% -$564K 0.39% 50
2019
Q1 		$1.56M Buy
19,616
+980
+5% +$73.3K 0.59% 41
2018
Q4 		$1.36M Sell
18,636
-332
-2% -$23.4K 0.62% 42
2018
Q3 		$1.28M Sell
18,968
-1,919
-9% -$122K 0.51% 46
2018
Q2 		$1.21M Sell
20,887
-733
-3% -$41.4K 0.48% 46
2018
Q1 		$1.12M Sell
21,620
-556
-3% -$30K 0.36% 49
2017
Q4 		$1.19M Sell
22,176
-710
-3% -$39.4K 0.39% 49
2017
Q3 		$1.4M Sell
22,886
-2,093
-8% -$127K 0.41% 40
2017
Q2 		$1.53M Sell
24,979
-793
-3% -$48.3K 0.45% 38
2017
Q1 		$1.56M Buy
25,772
+877
+4% +$53.2K 0.46% 40
2016
Q4 		$1.4M Sell
24,895
-713
-3% -$41.7K 0.4% 42
2016
Q3 		$1.52M Buy
+25,608
New +$1.5M 0.97% 28
2016
Q1 		– Sell
-7,336
Closed -$370K – 69
2015
Q4 		$370K Hold
7,336
– – 0.44% 52
2015
Q3 		$346K Buy
+7,336
New +$390K 0.31% 65
2015
Q2 		– Sell
-8,007
Closed -$439K – 96
2015
Q1 		$439K Buy
+8,007
New +$453K 0.44% 57
2014
Q4 		– Sell
-16,031
Closed -$909K – 91
2014
Q3 		$909K Buy
+16,031
New +$900K 0.96% 22
2014
Q2 		– Sell
-18,190
Closed -$986K – 99
2014
Q1 		$986K Buy
18,190
+2,591
+17% +$134K 0.67% 31
2013
Q4 		$745K Buy
+15,599
New +$713K 0.65% 29

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Plancorp LLC's MRK Position: Q2 2026 in Review

Plancorp LLC reduced its Merck (MRK) stake by 9% in Q2 2026, selling an estimated $141K and leaving 12,133 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #158.

Plancorp LLC first reported a position in MRK in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.76M in Q4 2024. 1,153 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Plancorp LLC held 12,133 shares of Merck worth $1.5M as of Q2 2026.
  • Plancorp LLC sold 1,202 Merck shares in Q2 2026, an estimated $141K.
  • Merck made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #158 holding.
  • Plancorp LLC first reported a position in Merck in Q4 2013 and has held it in 46 quarters since.
  • Plancorp LLC's Merck position peaked at $2.76M in Q4 2024.
  • 1,153 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.