PCM
MRK icon

Poehling Capital Management’s Merck MRK Stock Holding History

Poehling Capital Management’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
2024
Q4 		– Sell
-1,957
Closed -$222K – 138
2024
Q3 		$222K Hold
1,957
– – 0.06% 128
2024
Q2 		$242K Sell
1,957
-5,379
-73% -$693K 0.07% 122
2024
Q1 		$968K Sell
7,336
-25
-0.3% -$3.08K 0.26% 74
2023
Q4 		$802K Sell
7,361
-1,072
-13% -$111K 0.25% 73
2023
Q3 		$868K Sell
8,433
-154
-2% -$16.6K 0.3% 71
2023
Q2 		$991K Sell
8,587
-146
-2% -$16.6K 0.33% 68
2023
Q1 		$929K Sell
8,733
-3,967
-31% -$428K 0.31% 75
2022
Q4 		$1.41M Sell
12,700
-5,610
-31% -$573K 0.53% 61
2022
Q3 		$1.58M Sell
18,310
-27,928
-60% -$2.49M 0.66% 48
2022
Q2 		$4.22M Sell
46,238
-1,403
-3% -$124K 1.59% 23
2022
Q1 		$3.91M Buy
47,641
+308
+0.7% +$24.3K 1.21% 25
2021
Q4 		$3.63M Buy
47,333
+602
+1% +$47.9K 1.17% 27
2021
Q3 		$3.51M Buy
46,731
+1,681
+4% +$128K 1.19% 28
2021
Q2 		$3.5M Sell
45,050
-405
-0.9% -$30.1K 1.12% 30
2021
Q1 		$3.34M Buy
45,455
+22,571
+99% +$1.66M 1.17% 28
2020
Q4 		$1.79M Buy
22,884
+8,262
+57% +$632K 0.71% 54
2020
Q3 		$1.16M Buy
14,622
+246
+2% +$19.3K 0.59% 59
2020
Q2 		$1.06M Buy
14,376
+107
+0.7% +$8.05K 0.57% 57
2020
Q1 		$1.05M Buy
14,269
+10,235
+254% +$804K 0.77% 44
2019
Q4 		$350K Hold
4,034
– – 0.23% 80
2019
Q3 		$324K Hold
4,034
– – 0.24% 77
2019
Q2 		$323K Sell
4,034
-211
-5% -$16.2K 0.22% 86
2019
Q1 		$337K Hold
4,245
– – 0.25% 83
2018
Q4 		$310K Buy
4,245
+89
+2% +$6.28K 0.3% 76
2018
Q3 		$281K Buy
4,156
+3,195
+332% +$204K 0.2% 88
2018
Q2 		$56K Sell
961
-2,564
-73% -$145K 0.05% 139
2018
Q1 		$183K Hold
3,525
– – 0.15% 96
2017
Q4 		$189K Buy
+3,525
New +$195K 0.16% 93

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Poehling Capital Management's MRK Position: Q4 2024 in Review

Poehling Capital Management sold out of Merck (MRK) in Q4 2024, closing a stake of 1,957 shares — an estimated $222K sold.

Poehling Capital Management first reported a position in MRK in Q4 2017 and held it in 28 quarters. The position peaked at $4.22M in Q2 2022. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Poehling Capital Management reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Poehling Capital Management sold 1,957 Merck shares in Q4 2024, an estimated $222K.
  • Poehling Capital Management first reported a position in Merck in Q4 2017 and held it in 28 quarters.
  • Poehling Capital Management's Merck position peaked at $4.22M in Q2 2022.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Poehling Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.