Sound Income Strategies’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
$632K Buy
4,917
+172
+4% +$20.1K 0.03% 256
2026
Q1
$573K Sell
4,745
-627
-12% -$72.4K 0.03% 233
2025
Q4
$585K Buy
5,372
+235
+5% +$22.1K 0.03% 229
2025
Q3
$449K Sell
5,137
-144
-3% -$11.9K 0.02% 200
2025
Q2
$418K Sell
5,281
-990
-16% -$78.7K 0.02% 202
2025
Q1
$563K Buy
6,271
+81
+1% +$7.56K 0.03% 177
2024
Q4
$616K Buy
6,190
+569
+10% +$58.7K 0.04% 159
2024
Q3
$638K Sell
5,621
-131
-2% -$15.6K 0.04% 154
2024
Q2
$712K Buy
5,752
+224
+4% +$28.9K 0.04% 144
2024
Q1
$729K Sell
5,528
-1,629
-23% -$201K 0.05% 138
2023
Q4
$780K Buy
7,157
+1,431
+25% +$149K 0.06% 125
2023
Q3
$589K Buy
5,726
+9
+0.2% +$970 0.05% 118
2023
Q2
$660K Sell
5,717
-159
-3% -$18.1K 0.07% 108
2023
Q1
$625K Sell
5,876
-20
-0.3% -$2.16K 0.07% 107
2022
Q4
$654K Buy
5,896
+1,363
+30% +$139K 0.08% 95
2022
Q3
$390K Sell
4,533
-8
-0.2% -$714 0.06% 105
2022
Q2
$414K Buy
4,541
+327
+8% +$29K 0.06% 110
2022
Q1
$346K Sell
4,214
-149
-3% -$11.7K 0.04% 120
2021
Q4
$334K Buy
4,363
+1,271
+41% +$101K 0.04% 124
2021
Q3
$232K Sell
3,092
-152
-5% -$11.6K 0.03% 135
2021
Q2
$252K Buy
3,244
+706
+28% +$52.5K 0.04% 131
2021
Q1
$187K Sell
2,538
-805
-24% -$59.4K 0.03% 127
2020
Q4
$261K Buy
3,343
+116
+4% +$8.87K 0.06% 108
2020
Q3
$255K Sell
3,227
-1,090
-25% -$85.4K 0.07% 86
2020
Q2
$319K Sell
4,317
-398
-8% -$30K 0.1% 61
2020
Q1
$346K Buy
4,715
+692
+17% +$54.4K 0.12% 48
2019
Q4
$349K Buy
4,023
+286
+8% +$23.5K 0.09% 47
2019
Q3
$300K Buy
3,737
+390
+12% +$31.3K 0.09% 49
2019
Q2
$268K Sell
3,347
-144
-4% -$11K 0.09% 52
2019
Q1
$277K Buy
3,491
+54
+2% +$4.04K 0.13% 50
2018
Q4
$251K Buy
3,437
+52
+2% +$3.67K 0.13% 48
2018
Q3
$229K Buy
3,385
+293
+9% +$18.7K 0.11% 56
2018
Q2
$179K Buy
3,092
+110
+4% +$6.21K 0.1% 56
2018
Q1
$155K Sell
2,982
-4,465
-60% -$241K 0.1% 56
2017
Q4
$390K Buy
+7,447
New +$413K 0.26% 44

Other funds holding MRK

Sound Income Strategies's MRK Position: Q2 2026 in Review

Sound Income Strategies increased its Merck (MRK) stake by 3.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 4,917 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #256.

Sound Income Strategies first reported a position in MRK in Q4 2017 and has held it in 35 quarters since. The position peaked at $780K in Q4 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sound Income Strategies held 4,917 shares of Merck worth $632K as of Q2 2026.
  • Sound Income Strategies bought 172 Merck shares in Q2 2026, an estimated $20.1K.
  • Merck made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #256 holding.
  • Sound Income Strategies first reported a position in Merck in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's Merck position peaked at $780K in Q4 2023.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.