Shepherd Financial Partners’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 | $3.96M | Sell |
32,906
-288
| -0.9% | -$33.2K | 0.38% | 51 |
|
|
2025
Q4 | $3.49M | Buy |
33,194
+635
| +2% | +$59.6K | 0.32% | 60 |
|
|
2025
Q3 | $2.73M | Sell |
32,559
-1,077
| -3% | -$88.7K | 0.26% | 69 |
|
|
2025
Q2 | $2.66M | Sell |
33,636
-2,309
| -6% | -$184K | 0.28% | 61 |
|
|
2025
Q1 | $3.23M | Sell |
35,945
-4,461
| -11% | -$417K | 0.38% | 53 |
|
|
2024
Q4 | $4.02M | Sell |
40,406
-578
| -1% | -$59.6K | 0.48% | 37 |
|
|
2024
Q3 | $4.65M | Buy |
40,984
+929
| +2% | +$110K | 0.56% | 31 |
|
|
2024
Q2 | $4.96M | Buy |
40,055
+429
| +1% | +$55.3K | 0.64% | 25 |
|
|
2024
Q1 | $5.23M | Buy |
39,626
+365
| +0.9% | +$45K | 0.68% | 23 |
|
|
2023
Q4 | $4.28M | Buy |
39,261
+212
| +0.5% | +$22K | 0.61% | 26 |
|
|
2023
Q3 | $4.02M | Buy |
39,049
+1,224
| +3% | +$132K | 0.63% | 24 |
|
|
2023
Q2 | $4.36M | Buy |
37,825
+365
| +1% | +$41.4K | 0.68% | 24 |
|
|
2023
Q1 | $3.99M | Buy |
37,460
+952
| +3% | +$103K | 0.67% | 24 |
|
|
2022
Q4 | $4.05M | Buy |
36,508
+262
| +0.7% | +$26.8K | 0.73% | 22 |
|
|
2022
Q3 | $3.12M | Sell |
36,246
-5,545
| -13% | -$495K | 0.61% | 29 |
|
|
2022
Q2 | $3.81M | Buy |
41,791
+2,269
| +6% | +$201K | 0.74% | 24 |
|
|
2022
Q1 | $3.24M | Buy |
39,522
+8,805
| +29% | +$694K | 0.58% | 29 |
|
|
2021
Q4 | $2.35M | Buy |
30,717
+1,056
| +4% | +$84.1K | 0.41% | 47 |
|
|
2021
Q3 | $2.23M | Sell |
29,661
-264
| -0.9% | -$20.1K | 0.43% | 44 |
|
|
2021
Q2 | $2.33M | Buy |
29,925
+3,068
| +11% | +$228K | 0.44% | 41 |
|
|
2021
Q1 | $1.98M | Buy |
26,857
+295
| +1% | +$21.8K | 0.44% | 47 |
|
|
2020
Q4 | $2.07M | Buy |
26,562
+1,316
| +5% | +$101K | 0.47% | 45 |
|
|
2020
Q3 | $2M | Sell |
25,246
-53
| -0.2% | -$4.15K | 0.47% | 38 |
|
|
2020
Q2 | $1.87M | Sell |
25,299
-222
| -0.9% | -$16.7K | 0.51% | 33 |
|
|
2020
Q1 | $1.87M | Sell |
25,521
-12,959
| -34% | -$1.02M | 0.65% | 23 |
|
|
2019
Q4 | $3.34M | Buy |
38,480
+432
| +1% | +$35.5K | 0.78% | 23 |
|
|
2019
Q3 | $3.06M | Sell |
38,048
-740
| -2% | -$59.3K | 0.77% | 24 |
|
|
2019
Q2 | $3.1M | Sell |
38,788
-1,015
| -3% | -$77.7K | 0.58% | 23 |
|
|
2019
Q1 | $3.16M | Sell |
39,803
-820
| -2% | -$61.3K | 0.61% | 22 |
|
|
2018
Q4 | $2.96M | Buy |
40,623
+829
| +2% | +$58.5K | 0.64% | 22 |
|
|
2018
Q3 | $2.3M | Hold |
39,794
| – | – | 0.52% | 29 |
|
|
2018
Q2 | $2.29M | Sell |
39,794
-272
| -0.7% | -$15.3K | 0.52% | 29 |
|
|
2018
Q1 | $2.08M | Hold |
40,066
| – | – | 0.51% | 33 |
|
|
2017
Q4 | $2.15M | Sell |
40,066
-546
| -1% | -$30.3K | 0.5% | 35 |
|
|
2017
Q3 | $2.5M | Sell |
40,612
-891
| -2% | -$54K | 0.58% | 33 |
|
|
2017
Q2 | $2.49M | Sell |
41,503
-2,184
| -5% | -$133K | 0.61% | 32 |
|
|
2017
Q1 | $2.65M | Sell |
43,687
-3,666
| -8% | -$222K | 0.69% | 29 |
|
|
2016
Q4 | $2.72M | Buy |
+47,353
| New | +$2.77M | 0.77% | 27 |
|
Other funds holding MRK
VCM
VPM
Shepherd Financial Partners's MRK Position: Q1 2026 in Review
Shepherd Financial Partners reduced its Merck (MRK) stake by 0.87% in Q1 2026, selling an estimated $33.2K and leaving 32,906 shares worth $3.96M. The position accounts for 0.38% of the portfolio, ranked #51.
Shepherd Financial Partners first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.23M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Shepherd Financial Partners held 32,906 shares of Merck worth $3.96M as of Q1 2026.
- Shepherd Financial Partners sold 288 Merck shares in Q1 2026, an estimated $33.2K.
- Merck made up 0.38% of Shepherd Financial Partners's portfolio in Q1 2026, its #51 holding.
- Shepherd Financial Partners first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
- Shepherd Financial Partners's Merck position peaked at $5.23M in Q1 2024.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.