Sigma Investment Counselors’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
$814K Buy
6,333
+1,425
+29% +$167K 0.04% 116
2026
Q1
$590K Hold
4,908
0.03% 118
2025
Q4
$517K Buy
4,908
+10
+0.2% +$939 0.03% 133
2025
Q3
$411K Hold
4,898
0.02% 149
2025
Q2
$388K Buy
4,898
+144
+3% +$11.4K 0.02% 153
2025
Q1
$427K Sell
4,754
-2,027
-30% -$189K 0.03% 129
2024
Q4
$675K Buy
6,781
+330
+5% +$34K 0.04% 119
2024
Q3
$733K Buy
6,451
+537
+9% +$63.8K 0.04% 112
2024
Q2
$732K Buy
5,914
+328
+6% +$42.3K 0.05% 114
2024
Q1
$737K Buy
5,586
+37
+0.7% +$4.56K 0.05% 116
2023
Q4
$605K Sell
5,549
-2,517
-31% -$261K 0.04% 119
2023
Q3
$830K Buy
8,066
+67
+0.8% +$7.22K 0.06% 106
2023
Q2
$923K Buy
7,999
+1,113
+16% +$126K 0.07% 104
2023
Q1
$733K Buy
6,886
+9
+0.1% +$972 0.06% 107
2022
Q4
$763K Buy
6,877
+100
+1% +$10.2K 0.06% 104
2022
Q3
$584K Buy
6,777
+1
+0% +$89 0.05% 115
2022
Q2
$618K Buy
6,776
+1,501
+28% +$133K 0.05% 112
2022
Q1
$433K Hold
5,275
0.03% 134
2021
Q4
$404K Buy
5,275
+50
+1% +$3.98K 0.03% 139
2021
Q3
$392K Buy
5,225
+35
+0.7% +$2.66K 0.03% 135
2021
Q2
$404K Sell
5,190
-673
-11% -$50.1K 0.03% 134
2021
Q1
$431K Buy
5,863
+72
+1% +$5.31K 0.04% 130
2020
Q4
$452K Buy
+5,791
New +$443K 0.04% 121
2020
Q3
Sell
-4,197
Closed -$310K 147
2020
Q2
$310K Sell
4,197
-340
-7% -$25.6K 0.03% 125
2020
Q1
$333K Sell
4,537
-356
-7% -$28K 0.04% 112
2019
Q4
$425K Hold
4,893
0.04% 111
2019
Q3
$393K Buy
4,893
+1,254
+34% +$101K 0.04% 110
2019
Q2
$291K Sell
3,639
-153
-4% -$11.7K 0.03% 126
2019
Q1
$301K Buy
3,792
+1,045
+38% +$78.2K 0.04% 119
2018
Q4
$200K Buy
+2,747
New +$194K 0.03% 143

Other funds holding MRK

Sigma Investment Counselors's MRK Position: Q2 2026 in Review

Sigma Investment Counselors increased its Merck (MRK) stake by 29% in Q2 2026, buying an estimated $167K and bringing the position to 6,333 shares worth $814K. The position accounts for 0.04% of the portfolio, ranked #116.

Sigma Investment Counselors first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $923K in Q2 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sigma Investment Counselors held 6,333 shares of Merck worth $814K as of Q2 2026.
  • Sigma Investment Counselors bought 1,425 Merck shares in Q2 2026, an estimated $167K.
  • Merck made up 0.04% of Sigma Investment Counselors's portfolio in Q2 2026, its #116 holding.
  • Sigma Investment Counselors first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Sigma Investment Counselors's Merck position peaked at $923K in Q2 2023.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.