SWS Partners’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 | $2.65M | Buy |
20,508
+1,027
| +5% | +$120K | 0.57% | 61 |
|
|
2026
Q1 | $2.36M | Buy |
19,481
+176
| +0.9% | +$20.3K | 0.58% | 59 |
|
|
2025
Q4 | $2.05M | Sell |
19,305
-1,612
| -8% | -$151K | 0.49% | 75 |
|
|
2025
Q3 | $1.77M | Buy |
20,917
+928
| +5% | +$76.4K | 0.43% | 78 |
|
|
2025
Q2 | $1.6M | Sell |
19,989
-180
| -0.9% | -$14.3K | 0.43% | 82 |
|
|
2025
Q1 | $1.81M | Buy |
20,169
+545
| +3% | +$50.9K | 0.59% | 67 |
|
|
2024
Q4 | $1.97M | Sell |
19,624
-35
| -0.2% | -$3.61K | 0.6% | 64 |
|
|
2024
Q3 | $2.23M | Buy |
19,659
+480
| +3% | +$57K | 0.71% | 59 |
|
|
2024
Q2 | $2.38M | Sell |
19,179
-1,270
| -6% | -$164K | 0.71% | 53 |
|
|
2024
Q1 | $2.7M | Sell |
20,449
-2,874
| -12% | -$354K | 0.81% | 43 |
|
|
2023
Q4 | $2.54M | Buy |
23,323
+929
| +4% | +$96.4K | 0.83% | 47 |
|
|
2023
Q3 | $2.31M | Buy |
22,394
+1,492
| +7% | +$161K | 0.85% | 46 |
|
|
2023
Q2 | $2.42M | Sell |
20,902
-1,157
| -5% | -$131K | 0.87% | 45 |
|
|
2023
Q1 | $2.36M | Sell |
22,059
-1,130
| -5% | -$122K | 0.88% | 45 |
|
|
2022
Q4 | $2.59M | Buy |
23,189
+505
| +2% | +$51.6K | 1.23% | 27 |
|
|
2022
Q3 | $1.95M | Buy |
22,684
+120
| +0.5% | +$10.7K | 0.91% | 45 |
|
|
2022
Q2 | $2.06M | Sell |
22,564
-7,557
| -25% | -$670K | 1.73% | 25 |
|
|
2022
Q1 | $2.47M | Buy |
30,121
+77
| +0.3% | +$6.07K | 1.62% | 24 |
|
|
2021
Q4 | $2.3M | Buy |
30,044
+121
| +0.4% | +$9.64K | 1.31% | 31 |
|
|
2021
Q3 | $2.25M | Buy |
29,923
+7,285
| +32% | +$554K | 1.39% | 25 |
|
|
2021
Q2 | $1.76M | Sell |
22,638
-100
| -0.4% | -$7.44K | 1.15% | 39 |
|
|
2021
Q1 | $1.67M | Sell |
22,738
-12,211
| -35% | -$901K | 1.15% | 41 |
|
|
2020
Q4 | $2.73M | Buy |
34,949
+4,445
| +15% | +$340K | 1.22% | 19 |
|
|
2020
Q3 | $2.41M | Buy |
30,504
+4,245
| +16% | +$333K | 1.21% | 24 |
|
|
2020
Q2 | $2.01M | Buy |
26,259
+936
| +4% | +$70.5K | 2.56% | 6 |
|
|
2020
Q1 | $1.86M | Buy |
+25,323
| New | +$1.99M | 1.33% | 21 |
|
|
2019
Q3 | $2.07M | Buy |
25,513
+440
| +2% | +$35.3K | 1.23% | 25 |
|
|
2019
Q2 | $1.98M | Buy |
+25,073
| New | +$1.92M | 1.26% | 20 |
|
|
2018
Q4 | $2M | Sell |
27,399
-10,766
| -28% | -$760K | 1.51% | 15 |
|
|
2018
Q3 | $3.23M | Sell |
38,165
-604
| -2% | -$38.5K | 2.05% | 9 |
|
|
2018
Q2 | $2.25M | Buy |
38,769
+9,388
| +32% | +$530K | 1.58% | 14 |
|
|
2018
Q1 | $1.49M | Sell |
29,381
-1,145
| -4% | -$61.8K | 1.1% | 40 |
|
|
2017
Q4 | $1.64M | Buy |
+30,526
| New | +$1.69M | 1.23% | 30 |
|
Other funds holding MRK
SWS Partners's MRK Position: Q2 2026 in Review
SWS Partners increased its Merck (MRK) stake by 5.3% in Q2 2026, buying an estimated $120K and bringing the position to 20,508 shares worth $2.65M. The position accounts for 0.57% of the portfolio, ranked #61.
SWS Partners first reported a position in MRK in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.23M in Q3 2018. 2,187 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- SWS Partners held 20,508 shares of Merck worth $2.65M as of Q2 2026.
- SWS Partners bought 1,027 Merck shares in Q2 2026, an estimated $120K.
- Merck made up 0.57% of SWS Partners's portfolio in Q2 2026, its #61 holding.
- SWS Partners first reported a position in Merck in Q4 2017 and has held it in 33 quarters since.
- SWS Partners's Merck position peaked at $3.23M in Q3 2018.
- 2,187 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.