Spirit of America Management Corp’s Merck MRK Stock Holding History

Spirit of America Management Corp’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	$1.15M	Hold	8,950	–	–	0.22%	117
2026 Q1	$1.08M	Sell	8,950 -300	-3%	-$34.6K	0.21%	122
2025 Q4	$974K	Sell	9,250 -700	-7%	-$65.7K	0.21%	128
2025 Q3	$835K	Sell	9,950 -3,300	-25%	-$272K	0.17%	142
2025 Q2	$1.05M	Hold	13,250	–	–	0.22%	123
2025 Q1	$1.19M	Sell	13,250 -3,600	-21%	-$336K	0.24%	97
2024 Q4	$1.68M	Sell	16,850 -1,500	-8%	-$155K	0.34%	72
2024 Q3	$2.08M	Hold	18,350	–	–	0.42%	58
2024 Q2	$2.27M	Hold	18,350	–	–	0.46%	58
2024 Q1	$2.42M	Hold	18,350	–	–	0.49%	56
2023 Q4	$2M	Hold	18,350	–	–	0.44%	54
2023 Q3	$1.89M	Hold	18,350	–	–	0.43%	51
2023 Q2	$2.12M	Hold	18,350	–	–	0.48%	48
2023 Q1	$1.95M	Hold	18,350	–	–	0.44%	58
2022 Q4	$2.04M	Hold	18,350	–	–	0.46%	55
2022 Q3	$1.58M	Hold	18,350	–	–	0.37%	74
2022 Q2	$1.67M	Sell	18,350 -5,700	-24%	-$505K	0.38%	72
2022 Q1	$1.97M	Hold	24,050	–	–	0.39%	75
2021 Q4	$1.84M	Buy	24,050 +300	+1%	+$23.9K	0.37%	82
2021 Q3	$1.78M	Hold	23,750	–	–	0.38%	77
2021 Q2	$1.85M	Sell	23,750 -1,140	-5%	-$84.8K	0.39%	72
2021 Q1	$1.83M	Buy	24,890 +576	+2%	+$42.5K	0.43%	64
2020 Q4	$1.9M	Buy	24,314 +1,048	+5%	+$80.2K	0.48%	61
2020 Q3	$1.84M	Buy	23,266 +2,096	+10%	+$164K	0.5%	58
2020 Q2	$1.56M	Buy	21,170 +3,668	+21%	+$276K	0.4%	68
2020 Q1	$1.28M	Buy	17,502 +420	+2%	+$33K	0.41%	67
2019 Q4	$1.48M	Buy	17,082 +3,039	+22%	+$250K	0.26%	91
2019 Q3	$1.13M	Buy	14,043 +314	+2%	+$25.2K	0.18%	115
2019 Q2	$1.1M	Hold	13,729	–	–	0.16%	118
2019 Q1	$1.09M	Hold	13,729	–	–	0.16%	120
2018 Q4	$1M	Hold	13,729	–	–	0.16%	117
2018 Q3	$929K	Hold	13,729	–	–	0.12%	134
2018 Q2	$795K	Hold	13,729	–	–	0.1%	145
2018 Q1	$714K	Hold	13,729	–	–	0.09%	150
2017 Q4	$737K	Hold	13,729	–	–	0.08%	155
2017 Q3	$839K	Hold	13,729	–	–	0.09%	151
2017 Q2	$840K	Hold	13,729	–	–	0.09%	143
2017 Q1	$832K	Hold	13,729	–	–	0.09%	142
2016 Q4	$771K	Hold	13,729	–	–	0.09%	150
2016 Q3	$818K	Sell	13,729 -2,515	-15%	-$147K	0.11%	144
2016 Q2	$893K	Hold	16,244	–	–	0.13%	126
2016 Q1	$820K	Hold	16,244	–	–	0.15%	130
2015 Q4	$819K	Hold	16,244	–	–	0.16%	127
2015 Q3	$766K	Hold	16,244	–	–	0.16%	131
2015 Q2	$882K	Hold	16,244	–	–	0.17%	125
2015 Q1	$891K	Hold	16,244	–	–	0.19%	122
2014 Q4	$880K	Hold	16,244	–	–	0.22%	122
2014 Q3	$919K	Hold	16,244	–	–	0.28%	109
2014 Q2	$897K	Hold	16,244	–	–	0.36%	92
2014 Q1	$880K	Buy	+16,244	New	+$841K	0.36%	94
2013 Q4	–	Sell	-16,244	Closed	-$738K	–	151
2013 Q3	$738K	Sell	16,244 -2,201	-12%	-$100K	0.27%	118
2013 Q2	$818K	Buy	+18,445	New	+$824K	0.3%	107

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Spirit of America Management Corp's MRK Position: Q2 2026 in Review

Spirit of America Management Corp held its Merck (MRK) position steady in Q2 2026 at 8,950 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #117.

Spirit of America Management Corp first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.42M in Q1 2024. 2,912 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Spirit of America Management Corp held 8,950 shares of Merck worth $1.15M as of Q2 2026.
Spirit of America Management Corp left its Merck share count unchanged in Q2 2026.
Merck made up 0.22% of Spirit of America Management Corp's portfolio in Q2 2026, its #117 holding.
Spirit of America Management Corp first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Merck position peaked at $2.42M in Q1 2024.
2,912 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.