Sowell Financial Services’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 | $9.64M | Buy |
75,015
+466
| +0.6% | +$54.5K | 0.32% | 61 |
|
|
2026
Q1 | $8.97M | Buy |
74,549
+2,186
| +3% | +$252K | 0.33% | 58 |
|
|
2025
Q4 | $7.62M | Buy |
72,363
+3,366
| +5% | +$316K | 0.28% | 69 |
|
|
2025
Q3 | $5.79M | Sell |
68,997
-8,882
| -11% | -$732K | 0.22% | 97 |
|
|
2025
Q2 | $6.16M | Buy |
77,879
+5,704
| +8% | +$453K | 0.25% | 86 |
|
|
2025
Q1 | $6.48M | Buy |
72,175
+7,761
| +12% | +$725K | 0.29% | 68 |
|
|
2024
Q4 | $6.41M | Sell |
64,414
-5,416
| -8% | -$558K | 0.34% | 66 |
|
|
2024
Q3 | $7.98M | Buy |
69,830
+4,304
| +7% | +$511K | 0.37% | 62 |
|
|
2024
Q2 | $8.16M | Sell |
65,526
-1,036
| -2% | -$133K | 0.39% | 58 |
|
|
2024
Q1 | $8.83M | Sell |
66,562
-145
| -0.2% | -$17.9K | 0.42% | 53 |
|
|
2023
Q4 | $7.32M | Buy |
66,707
+1,540
| +2% | +$160K | 0.4% | 60 |
|
|
2023
Q3 | $6.76M | Sell |
65,167
-907
| -1% | -$97.8K | 0.42% | 56 |
|
|
2023
Q2 | $7.67M | Buy |
66,074
+6,186
| +10% | +$702K | 0.43% | 51 |
|
|
2023
Q1 | $6.37M | Sell |
59,888
-20,592
| -26% | -$2.22M | 0.49% | 37 |
|
|
2022
Q4 | $8.99M | Buy |
80,480
+11,903
| +17% | +$1.22M | 0.58% | 32 |
|
|
2022
Q3 | $5.95M | Buy |
68,577
+1,775
| +3% | +$158K | 0.6% | 31 |
|
|
2022
Q2 | $6.13M | Buy |
+66,802
| New | +$5.92M | 0.57% | 36 |
|
|
2022
Q1 | – | Sell |
-80,469
| Closed | -$6.22M | – | 382 |
|
|
2021
Q4 | $6.22M | Buy |
80,469
+13,747
| +21% | +$1.09M | 0.36% | 62 |
|
|
2021
Q3 | $5.05M | Sell |
66,722
-666
| -1% | -$50.7K | 0.34% | 68 |
|
|
2021
Q2 | $5.28M | Sell |
67,388
-53,271
| -44% | -$3.96M | 0.35% | 68 |
|
|
2021
Q1 | $8.96M | Buy |
120,659
+14,129
| +13% | +$1.04M | 0.31% | 72 |
|
|
2020
Q4 | $8.31M | Sell |
106,530
-3,564
| -3% | -$273K | 0.36% | 64 |
|
|
2020
Q3 | $8.71M | Buy |
110,094
+5,284
| +5% | +$414K | 0.44% | 53 |
|
|
2020
Q2 | $7.73M | Sell |
104,810
-12,606
| -11% | -$949K | 0.43% | 58 |
|
|
2020
Q1 | $8.62M | Buy |
117,416
+3,618
| +3% | +$284K | 0.64% | 28 |
|
|
2019
Q4 | $9.88M | Buy |
113,798
+3,111
| +3% | +$256K | 0.75% | 24 |
|
|
2019
Q3 | $8.89M | Buy |
+110,687
| New | +$8.87M | 0.73% | 27 |
|
|
2019
Q1 | $7.03M | Buy |
88,534
+575
| +0.7% | +$43K | 0.78% | 31 |
|
|
2018
Q4 | $6.41M | Sell |
87,959
-601
| -0.7% | -$42.4K | 0.91% | 25 |
|
|
2018
Q3 | $6M | Buy |
+88,560
| New | +$5.64M | 0.87% | 25 |
|
Other funds holding MRK
Sowell Financial Services's MRK Position: Q2 2026 in Review
Sowell Financial Services increased its Merck (MRK) stake by 0.63% in Q2 2026, buying an estimated $54.5K and bringing the position to 75,015 shares worth $9.64M. The position accounts for 0.32% of the portfolio, ranked #61.
Sowell Financial Services first reported a position in MRK in Q3 2018 and has held it in 30 quarters since. The position peaked at $9.88M in Q4 2019. 3,828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Sowell Financial Services held 75,015 shares of Merck worth $9.64M as of Q2 2026.
- Sowell Financial Services bought 466 Merck shares in Q2 2026, an estimated $54.5K.
- Merck made up 0.32% of Sowell Financial Services's portfolio in Q2 2026, its #61 holding.
- Sowell Financial Services first reported a position in Merck in Q3 2018 and has held it in 30 quarters since.
- Sowell Financial Services's Merck position peaked at $9.88M in Q4 2019.
- 3,828 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.