SGC
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Slocum, Gordon & Co’s Merck MRK Stock Holding History

Slocum, Gordon & Co’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
Q2 		$12M Sell
93,181
-1,267
-1% -$148K 7.95% 1
2026
Q1 		$11.4M Sell
94,448
-1,350
-1% -$156K 7.73% 2
2025
Q4 		$10.1M Buy
95,798
+830
+0.9% +$77.9K 7.3% 1
2025
Q3 		$7.97M Buy
94,968
+992
+1% +$81.7K 6.36% 3
2025
Q2 		$7.44M Sell
93,976
-3,206
-3% -$255K 5.99% 4
2025
Q1 		$8.72M Sell
97,182
-580
-0.6% -$54.2K 6.5% 2
2024
Q4 		$9.73M Sell
97,762
-1,784
-2% -$184K 8% 1
2024
Q3 		$11.3M Sell
99,546
-5,075
-5% -$603K 4.55% 4
2024
Q2 		$13M Sell
104,621
-727
-0.7% -$93.6K 9.64% 1
2024
Q1 		$13.9M Sell
105,348
-250
-0.2% -$30.8K 10.32% 1
2023
Q4 		$11.5M Sell
105,598
-390
-0.4% -$40.5K 10.1% 1
2023
Q3 		$10.9M Sell
105,988
-871
-0.8% -$93.9K 9.5% 1
2023
Q2 		$12.3M Sell
106,859
-526
-0.5% -$59.7K 8.95% 2
2023
Q1 		$11.4M Sell
107,385
-23,158
-18% -$2.5M 9.48% 1
2022
Q4 		$14.5M Buy
+130,543
New +$13.3M 9.34% 1

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Slocum, Gordon & Co's MRK Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $148K and leaving 93,181 shares worth $12M. The position accounts for 7.95% of the portfolio, ranked #1.

Slocum, Gordon & Co first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.5M in Q4 2022. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Slocum, Gordon & Co held 93,181 shares of Merck worth $12M as of Q2 2026.
  • Slocum, Gordon & Co sold 1,267 Merck shares in Q2 2026, an estimated $148K.
  • Merck made up 7.95% of Slocum, Gordon & Co's portfolio in Q2 2026, its #1 holding.
  • Slocum, Gordon & Co first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's Merck position peaked at $14.5M in Q4 2022.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.