Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,620
Closed -$594K 163
2025
Q1
$594K Sell
6,620
-75
-1% -$7K 0.13% 103
2024
Q4
$666K Sell
6,695
-58
-0.9% -$5.98K 0.15% 93
2024
Q3
$767K Buy
6,753
+113
+2% +$13.4K 0.17% 87
2024
Q2
$822K Buy
6,640
+25
+0.4% +$3.22K 0.18% 83
2024
Q1
$873K Buy
6,615
+34
+0.5% +$4.19K 0.21% 82
2023
Q4
$717K Buy
6,581
+36
+0.6% +$3.74K 0.19% 88
2023
Q3
$674K Buy
6,545
+35
+0.5% +$3.77K 0.19% 89
2023
Q2
$751K Buy
6,510
+33
+0.5% +$3.75K 0.2% 85
2023
Q1
$689K Buy
6,477
+32
+0.5% +$3.46K 0.19% 86
2022
Q4
$715K Buy
6,445
+128
+2% +$13.1K 0.21% 83
2022
Q3
$544K Sell
6,317
-3,960
-39% -$354K 0.17% 92
2022
Q2
$937K Buy
10,277
+120
+1% +$10.6K 0.28% 70
2022
Q1
$833K Buy
10,157
+14
+0.1% +$1.1K 0.22% 78
2021
Q4
$777K Hold
10,143
0.2% 79
2021
Q3
$822K Buy
10,143
+361
+4% +$27.5K 0.22% 76
2021
Q2
$761K Sell
9,782
-449
-4% -$33.4K 0.21% 77
2021
Q1
$753K Hold
10,231
0.22% 72
2020
Q4
$814K Buy
10,231
+535
+6% +$40.9K 0.24% 71
2020
Q3
$767K Sell
9,696
-587
-6% -$46K 0.27% 65
2020
Q2
$759K Buy
10,283
+8
+0.1% +$602 0.28% 62
2020
Q1
$754K Sell
10,275
-433
-4% -$34K 0.32% 58
2019
Q4
$929K Sell
10,708
-4,132
-28% -$339K 0.31% 58
2019
Q3
$1.19M Buy
14,840
+8
+0.1% +$641 0.42% 49
2019
Q2
$1.19M Buy
14,832
+8
+0.1% +$613 0.42% 49
2019
Q1
$1.18M Buy
14,824
+8
+0.1% +$598 0.43% 50
2018
Q4
$1.08M Buy
14,816
+9
+0.1% +$635 0.43% 47
2018
Q3
$1M Sell
14,807
-249
-2% -$15.9K 0.36% 54
2018
Q2
$872K Sell
15,056
-91
-0.6% -$5.13K 0.33% 54
2018
Q1
$787K Buy
15,147
+68
+0.5% +$3.67K 0.31% 56
2017
Q4
$810K Sell
15,079
-553
-4% -$30.7K 0.32% 54
2017
Q3
$955K Sell
15,632
-42
-0.3% -$2.55K 0.4% 48
2017
Q2
$959K Buy
15,674
+1,877
+14% +$114K 0.42% 44
2017
Q1
$837K Buy
13,797
+81
+0.6% +$4.91K 0.4% 46
2016
Q4
$771K Buy
13,716
+11
+0.1% +$644 0.36% 49
2016
Q3
$816K Buy
13,705
+72
+0.5% +$4.21K 0.39% 49
2016
Q2
$749K Buy
13,633
+13
+0.1% +$692 0.37% 47
2016
Q1
$688K Buy
13,620
+325
+2% +$15.9K 0.35% 52
2015
Q4
$670K Sell
13,295
-317
-2% -$16K 0.36% 51
2015
Q3
$642K Buy
13,612
+6
+0% +$319 0.35% 51
2015
Q2
$739K Buy
13,606
+2,713
+25% +$152K 0.38% 43
2015
Q1
$597K Buy
10,893
+120
+1% +$6.79K 0.3% 50
2014
Q4
$584K Buy
+10,773
New +$600K 0.3% 51

Other funds holding MRK

The Family Firm's MRK Position: Q2 2025 in Review

The Family Firm sold out of Merck (MRK) in Q2 2025, closing a stake of 6,620 shares — an estimated $594K sold.

The Family Firm first reported a position in MRK in Q4 2014 and held it in 42 quarters. The position peaked at $1.19M in Q3 2019. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • The Family Firm reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 6,620 Merck shares in Q2 2025, an estimated $594K.
  • The Family Firm first reported a position in Merck in Q4 2014 and held it in 42 quarters.
  • The Family Firm's Merck position peaked at $1.19M in Q3 2019.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.