Sheets Smith 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
Q2 | $2.74M | Sell |
21,343
-39
| -0.2% | -$4.57K | 0.27% | 83 |
|
|
2026
Q1 | $2.57M | Buy |
21,382
+205
| +1% | +$23.7K | 0.29% | 78 |
|
|
2025
Q4 | $2.23M | Buy |
21,177
+455
| +2% | +$42.7K | 0.24% | 86 |
|
|
2025
Q3 | $1.74M | Buy |
20,722
+406
| +2% | +$33.4K | 0.2% | 111 |
|
|
2025
Q2 | $1.61M | Sell |
20,316
-23
| -0.1% | -$1.83K | 0.19% | 113 |
|
|
2025
Q1 | $1.83M | Buy |
20,339
+6
| +0% | +$560 | 0.23% | 99 |
|
|
2024
Q4 | $2.02M | Sell |
20,333
-1,472
| -7% | -$152K | 0.25% | 96 |
|
|
2024
Q3 | $2.48M | Sell |
21,805
-126
| -0.6% | -$15K | 0.3% | 80 |
|
|
2024
Q2 | $2.72M | Sell |
21,931
-394
| -2% | -$50.8K | 0.32% | 74 |
|
|
2024
Q1 | $2.95M | Buy |
22,325
+95
| +0.4% | +$11.7K | 0.33% | 73 |
|
|
2023
Q4 | $2.42M | Sell |
22,230
-1,181
| -5% | -$123K | 0.34% | 77 |
|
|
2023
Q3 | $2.41M | Sell |
23,411
-37
| -0.2% | -$3.99K | 0.37% | 75 |
|
|
2023
Q2 | $2.71M | Sell |
23,448
-529
| -2% | -$60.1K | 0.4% | 63 |
|
|
2023
Q1 | $2.55M | Sell |
23,977
-4
| -0% | -$432 | 0.39% | 62 |
|
|
2022
Q4 | $2.66M | Sell |
23,981
-104
| -0.4% | -$10.6K | 0.42% | 59 |
|
|
2022
Q3 | $2.07M | Buy |
24,085
+1,276
| +6% | +$114K | 0.35% | 74 |
|
|
2022
Q2 | $2.08M | Sell |
22,809
-574
| -2% | -$50.9K | 0.34% | 71 |
|
|
2022
Q1 | $1.92M | Sell |
23,383
-1,358
| -5% | -$107K | 0.26% | 90 |
|
|
2021
Q4 | $1.9M | Buy |
24,741
+124
| +0.5% | +$9.88K | 0.24% | 98 |
|
|
2021
Q3 | $1.85M | Buy |
24,617
+718
| +3% | +$54.6K | 0.25% | 103 |
|
|
2021
Q2 | $1.86M | Sell |
23,899
-566
| -2% | -$42.1K | 0.25% | 94 |
|
|
2021
Q1 | $1.8M | Buy |
24,465
+4,536
| +23% | +$335K | 0.26% | 98 |
|
|
2020
Q4 | $1.55M | Buy |
19,929
+1,819
| +10% | +$139K | 0.24% | 104 |
|
|
2020
Q3 | $1.43M | Buy |
18,110
+1,279
| +8% | +$100K | 0.25% | 98 |
|
|
2020
Q2 | $1.24M | Buy |
16,831
+73
| +0.4% | +$5.5K | 0.25% | 93 |
|
|
2020
Q1 | $1.23M | Buy |
16,758
+10
| +0.1% | +$786 | 0.26% | 96 |
|
|
2019
Q4 | $1.45M | Buy |
16,748
+542
| +3% | +$44.5K | 0.28% | 90 |
|
|
2019
Q3 | $1.3M | Buy |
16,206
+8
| +0% | +$641 | 0.27% | 98 |
|
|
2019
Q2 | $1.3M | Buy |
16,198
+10
| +0.1% | +$766 | 0.27% | 97 |
|
|
2019
Q1 | $1.28M | Buy |
16,188
+10
| +0.1% | +$748 | 0.28% | 97 |
|
|
2018
Q4 | $1.18M | Buy |
16,178
+8
| +0% | +$565 | 0.32% | 87 |
|
|
2018
Q3 | $1.09M | Buy |
16,170
+11
| +0.1% | +$701 | 0.23% | 108 |
|
|
2018
Q2 | $936K | Buy |
16,159
+11
| +0.1% | +$621 | 0.22% | 111 |
|
|
2018
Q1 | $839K | Sell |
16,148
-250
| -2% | -$13.5K | 0.2% | 132 |
|
|
2017
Q4 | $880K | Sell |
16,398
-1,425
| -8% | -$79K | 0.21% | 128 |
|
|
2017
Q3 | $1.09M | Buy |
17,823
+9
| +0.1% | +$546 | 0.27% | 98 |
|
|
2017
Q2 | $1.09M | Buy |
17,814
+54
| +0.3% | +$3.29K | 0.29% | 97 |
|
|
2017
Q1 | $1.08M | Buy |
17,760
+9
| +0.1% | +$546 | 0.29% | 100 |
|
|
2016
Q4 | $997K | Sell |
17,751
-125
| -0.7% | -$7.32K | 0.28% | 99 |
|
|
2016
Q3 | $1.06M | Buy |
17,876
+638
| +4% | +$37.3K | 0.3% | 89 |
|
|
2016
Q2 | $948K | Sell |
17,238
-136
| -0.8% | -$7.24K | 0.28% | 107 |
|
|
2016
Q1 | $877K | Sell |
17,374
-733
| -4% | -$35.9K | 0.27% | 103 |
|
|
2015
Q4 | $913K | Buy |
+18,107
| New | +$913K | 0.28% | 101 |
|
Other funds holding MRK
ECSS
Sheets Smith Wealth Management's MRK Position: Q2 2026 in Review
Sheets Smith Wealth Management reduced its Merck (MRK) stake by 0.18% in Q2 2026, selling an estimated $4.57K and leaving 21,343 shares worth $2.74M. The position accounts for 0.27% of the portfolio, ranked #83.
Sheets Smith Wealth Management first reported a position in MRK in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.95M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Sheets Smith Wealth Management held 21,343 shares of Merck worth $2.74M as of Q2 2026.
- Sheets Smith Wealth Management sold 39 Merck shares in Q2 2026, an estimated $4.57K.
- Merck made up 0.27% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #83 holding.
- Sheets Smith Wealth Management first reported a position in Merck in Q4 2015 and has held it in 43 quarters since.
- Sheets Smith Wealth Management's Merck position peaked at $2.95M in Q1 2024.
- 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.