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Shulman DeMeo Asset Management’s Merck MRK Stock Holding History

Shulman DeMeo Asset 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
2026
Q3 		$841K Sell
6,030
-131
-2% -$18.1K 0.17% 45
2026
Q2 		$792K Sell
6,161
-88
-1% -$10.3K 0.15% 50
2026
Q1 		$752K Buy
+6,249
New +$721K 0.16% 50
2021
Q2 		– Sell
-11,385
Closed -$838K – 113
2021
Q1 		$838K Buy
11,385
+844
+8% +$62.3K 0.23% 50
2020
Q4 		$823K Buy
10,541
+1,021
+11% +$78.1K 0.23% 46
2020
Q3 		$753K Buy
9,520
+384
+4% +$30.1K 0.25% 46
2020
Q2 		$674K Sell
9,136
-94
-1% -$7.08K 0.26% 43
2020
Q1 		$678K Sell
9,230
-140
-1% -$11K 0.32% 37
2019
Q4 		$813K Buy
9,370
+497
+6% +$40.8K 0.28% 40
2019
Q3 		$713K Buy
+8,873
New +$711K 0.24% 45

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Shulman DeMeo Asset Management's MRK Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Merck (MRK) stake by 2.1% in Q3 2026, selling an estimated $18.1K and leaving 6,030 shares worth $841K. The position accounts for 0.17% of the portfolio, ranked #45.

Shulman DeMeo Asset Management first reported a position in MRK in Q3 2019 and has held it in 10 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Shulman DeMeo Asset Management held 6,030 shares of Merck worth $841K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 131 Merck shares in Q3 2026, an estimated $18.1K.
  • Merck made up 0.17% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #45 holding.
  • Shulman DeMeo Asset Management first reported a position in Merck in Q3 2019 and has held it in 10 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.