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Smith Shellnut Wilson’s Merck MRK Stock Holding History

Smith Shellnut Wilson’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
2025
Q3 		$295K Buy
3,517
+478
+16% +$39.4K 0.11% 112
2025
Q2 		$241K Hold
3,039
– – 0.1% 120
2025
Q1 		$273K Hold
3,039
– – 0.13% 115
2024
Q4 		$302K Hold
3,039
– – 0.13% 106
2024
Q3 		$345K Sell
3,039
-200
-6% -$23.8K 0.16% 100
2024
Q2 		$401K Hold
3,239
– – 0.19% 83
2024
Q1 		$427K Sell
3,239
-200
-6% -$24.7K 0.23% 80
2023
Q4 		$375K Hold
3,439
– – 0.22% 84
2023
Q3 		$354K Hold
3,439
– – 0.22% 80
2023
Q2 		$397K Sell
3,439
-110
-3% -$12.5K 0.22% 78
2023
Q1 		$378K Hold
3,549
– – 0.23% 75
2022
Q4 		$394K Hold
3,549
– – 0.24% 72
2022
Q3 		$306K Hold
3,549
– – 0.2% 84
2022
Q2 		$324K Hold
3,549
– – 0.2% 91
2022
Q1 		$291K Sell
3,549
-1,148
-24% -$90.5K 0.15% 115
2021
Q4 		$360K Buy
4,697
+758
+19% +$60.4K 0.18% 107
2021
Q3 		$296K Buy
3,939
+1,252
+47% +$95.2K 0.17% 110
2021
Q2 		$209K Sell
2,687
-129
-5% -$9.6K 0.12% 130
2021
Q1 		$207K Buy
2,816
+115
+4% +$8.48K 0.13% 127
2020
Q4 		$211K Buy
2,701
+155
+6% +$11.9K 0.13% 125
2020
Q3 		$201 Buy
+2,546
New +$199K 0.08% 121

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith Shellnut Wilson's MRK Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Merck (MRK) stake by 16% in Q3 2025, buying an estimated $39.4K and bringing the position to 3,517 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #112.

Smith Shellnut Wilson first reported a position in MRK in Q3 2020 and has held it in 21 quarters since. The position peaked at $427K in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Smith Shellnut Wilson held 3,517 shares of Merck worth $295K as of Q3 2025.
  • Smith Shellnut Wilson bought 478 Merck shares in Q3 2025, an estimated $39.4K.
  • Merck made up 0.11% of Smith Shellnut Wilson's portfolio in Q3 2025, its #112 holding.
  • Smith Shellnut Wilson first reported a position in Merck in Q3 2020 and has held it in 21 quarters since.
  • Smith Shellnut Wilson's Merck position peaked at $427K in Q1 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.