Successful Portfolios’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 | $648K | Sell |
5,204
-1
| -0% | -$117 | 0.3% | 66 |
|
|
2026
Q1 | $616K | Sell |
5,205
-1,394
| -21% | -$161K | 0.34% | 65 |
|
|
2025
Q4 | $729K | Sell |
6,599
-1
| -0% | -$94 | 0.37% | 63 |
|
|
2025
Q3 | $554K | Sell |
6,600
-155
| -2% | -$12.8K | 0.32% | 67 |
|
|
2025
Q2 | $535K | Sell |
6,755
-50
| -0.7% | -$3.97K | 0.33% | 62 |
|
|
2025
Q1 | $611K | Sell |
6,805
-6
| -0.1% | -$560 | 0.42% | 54 |
|
|
2024
Q4 | $678K | Hold |
6,811
| – | – | 0.45% | 50 |
|
|
2024
Q3 | $773K | Sell |
6,811
-132
| -2% | -$15.7K | 0.52% | 46 |
|
|
2024
Q2 | $860K | Sell |
6,943
-181
| -3% | -$23.3K | 0.6% | 39 |
|
|
2024
Q1 | $940K | Sell |
7,124
-203
| -3% | -$25K | 0.64% | 39 |
|
|
2023
Q4 | $799K | Buy |
7,327
+200
| +3% | +$20.8K | 0.6% | 42 |
|
|
2023
Q3 | $734K | Buy |
7,127
+14
| +0.2% | +$1.51K | 0.65% | 39 |
|
|
2023
Q2 | $821K | Sell |
7,113
-384
| -5% | -$43.6K | 0.71% | 39 |
|
|
2023
Q1 | $798K | Hold |
7,497
| – | – | 0.5% | 51 |
|
|
2022
Q4 | $832K | Buy |
7,497
+375
| +5% | +$38.3K | 0.54% | 51 |
|
|
2022
Q3 | $613K | Hold |
7,122
| – | – | 0.44% | 55 |
|
|
2022
Q2 | $649K | Sell |
7,122
-50
| -0.7% | -$4.43K | 0.44% | 56 |
|
|
2022
Q1 | $588K | Buy |
7,172
+67
| +0.9% | +$5.28K | 0.33% | 75 |
|
|
2021
Q4 | $545K | Buy |
7,105
+100
| +1% | +$7.96K | 0.3% | 87 |
|
|
2021
Q3 | $526K | Sell |
7,005
-120
| -2% | -$9.13K | 0.31% | 82 |
|
|
2021
Q2 | $554K | Sell |
7,125
-342
| -5% | -$25.4K | 0.34% | 76 |
|
|
2021
Q1 | $549K | Sell |
7,467
-17
| -0.2% | -$1.25K | 0.36% | 76 |
|
|
2020
Q4 | $584K | Sell |
7,484
-374
| -5% | -$28.6K | 0.42% | 65 |
|
|
2020
Q3 | $622K | Sell |
7,858
-278
| -3% | -$21.8K | 0.5% | 57 |
|
|
2020
Q2 | $600K | Buy |
8,136
+71
| +0.9% | +$5.34K | 0.53% | 56 |
|
|
2020
Q1 | $592K | Buy |
8,065
+131
| +2% | +$10.3K | 0.6% | 46 |
|
|
2019
Q4 | $689K | Hold |
7,934
| – | – | 0.61% | 43 |
|
|
2019
Q3 | $637K | Buy |
7,934
+656
| +9% | +$52.6K | 0.6% | 45 |
|
|
2019
Q2 | $582K | Sell |
7,278
-116
| -2% | -$8.88K | 0.62% | 46 |
|
|
2019
Q1 | $587K | Buy |
7,394
+42
| +0.6% | +$3.14K | 0.64% | 45 |
|
|
2018
Q4 | $536K | Sell |
7,352
-125
| -2% | -$8.82K | 0.69% | 45 |
|
|
2018
Q3 | $506K | Sell |
7,477
-5
| -0.1% | -$319 | 0.55% | 52 |
|
|
2018
Q2 | $433K | Buy |
7,482
+289
| +4% | +$16.3K | 0.51% | 63 |
|
|
2018
Q1 | $374K | Buy |
7,193
+31
| +0.4% | +$1.67K | 0.45% | 70 |
|
|
2017
Q4 | $385K | Buy |
+7,162
| New | +$397K | 0.48% | 70 |
|
Other funds holding MRK
LMFP
ATO
QP
Successful Portfolios's MRK Position: Q2 2026 in Review
Successful Portfolios reduced its Merck (MRK) stake by 0.02% in Q2 2026, selling an estimated $117 and leaving 5,204 shares worth $648K. The position accounts for 0.3% of the portfolio, ranked #66.
Successful Portfolios first reported a position in MRK in Q4 2017 and has held it in 35 quarters since. The position peaked at $940K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Successful Portfolios held 5,204 shares of Merck worth $648K as of Q2 2026.
- Successful Portfolios sold 1 Merck share in Q2 2026, an estimated $117.
- Merck made up 0.3% of Successful Portfolios's portfolio in Q2 2026, its #66 holding.
- Successful Portfolios first reported a position in Merck in Q4 2017 and has held it in 35 quarters since.
- Successful Portfolios's Merck position peaked at $940K in Q1 2024.
- 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.