Van Hulzen Asset Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.69M | Buy |
14,051
+1,369
| +11% | +$158K | 0.13% | 114 |
|
|
2025
Q4 | $1.33M | Sell |
12,682
-781
| -6% | -$73.3K | 0.1% | 134 |
|
|
2025
Q3 | $1.13M | Sell |
13,463
-2,239
| -14% | -$184K | 0.08% | 151 |
|
|
2025
Q2 | $1.24M | Sell |
15,702
-409
| -3% | -$32.5K | 0.1% | 133 |
|
|
2025
Q1 | $1.45M | Sell |
16,111
-32,567
| -67% | -$3.04M | 0.13% | 124 |
|
|
2024
Q4 | $4.84M | Sell |
48,678
-137,930
| -74% | -$14.2M | 0.35% | 65 |
|
|
2024
Q3 | $21.2M | Sell |
186,608
-22,981
| -11% | -$2.73M | 1.53% | 16 |
|
|
2024
Q2 | $25.9M | Buy |
209,589
+892
| +0.4% | +$115K | 1.74% | 12 |
|
|
2024
Q1 | $27.5M | Sell |
208,697
-765
| -0.4% | -$94.3K | 1.82% | 10 |
|
|
2023
Q4 | $22.8M | Sell |
209,462
-426
| -0.2% | -$44.2K | 1.61% | 11 |
|
|
2023
Q3 | $21.6M | Buy |
209,888
+16,300
| +8% | +$1.76M | 1.66% | 12 |
|
|
2023
Q2 | $22.3M | Buy |
193,588
+15,183
| +9% | +$1.72M | 1.91% | 12 |
|
|
2023
Q1 | $19M | Buy |
178,405
+24,402
| +16% | +$2.63M | 1.78% | 14 |
|
|
2022
Q4 | $17.1M | Sell |
154,003
-36,792
| -19% | -$3.76M | 1.97% | 11 |
|
|
2022
Q3 | $16.4M | Buy |
190,795
+14,418
| +8% | +$1.29M | 2.03% | 10 |
|
|
2022
Q2 | $16.1M | Buy |
176,377
+15,800
| +10% | +$1.4M | 1.92% | 12 |
|
|
2022
Q1 | $13.2M | Buy |
160,577
+5,861
| +4% | +$462K | 1.4% | 21 |
|
|
2021
Q4 | $11.9M | Buy |
154,716
+56,785
| +58% | +$4.52M | 1.3% | 22 |
|
|
2021
Q3 | $7.36M | Buy |
97,931
+1,317
| +1% | +$100K | 1.09% | 32 |
|
|
2021
Q2 | $7.51M | Sell |
96,614
-2,122
| -2% | -$158K | 1.13% | 31 |
|
|
2021
Q1 | $7.26M | Buy |
98,736
+77,808
| +372% | +$5.74M | 1.16% | 31 |
|
|
2020
Q4 | $1.63M | Buy |
20,928
+670
| +3% | +$51.2K | 0.25% | 75 |
|
|
2020
Q3 | $1.6M | Buy |
20,258
+405
| +2% | +$31.7K | 0.24% | 76 |
|
|
2020
Q2 | $1.47M | Buy |
19,853
+723
| +4% | +$54.4K | 0.22% | 77 |
|
|
2020
Q1 | $1.4M | Sell |
19,130
-60
| -0.3% | -$4.72K | 0.3% | 67 |
|
|
2019
Q4 | $1.67M | Buy |
19,190
+286
| +2% | +$23.5K | 0.32% | 71 |
|
|
2019
Q3 | $1.52M | Sell |
18,904
-640
| -3% | -$51.3K | 0.32% | 64 |
|
|
2019
Q2 | $1.56M | Buy |
19,544
+2,650
| +16% | +$203K | 0.34% | 62 |
|
|
2019
Q1 | $1.34M | Sell |
16,894
-140,517
| -89% | -$10.5M | 0.36% | 61 |
|
|
2018
Q4 | $11.5M | Sell |
157,411
-10,819
| -6% | -$764K | 3.33% | 3 |
|
|
2018
Q3 | $11.4M | Buy |
168,230
+4,678
| +3% | +$298K | 3.03% | 3 |
|
|
2018
Q2 | $9.47M | Sell |
163,552
-5,953
| -4% | -$336K | 2.81% | 5 |
|
|
2018
Q1 | $8.81M | Buy |
169,505
+87,224
| +106% | +$4.71M | 2.7% | 3 |
|
|
2017
Q4 | $4.42M | Buy |
82,281
+78,935
| +2,359% | +$4.38M | 1.34% | 21 |
|
|
2017
Q3 | $204K | Buy |
+3,346
| New | +$203K | 0.07% | 168 |
|
|
2017
Q1 | – | Sell |
-5,978
| Closed | -$336K | – | 137 |
|
|
2016
Q4 | $336K | Buy |
5,978
+210
| +4% | +$12.3K | 0.16% | 96 |
|
|
2016
Q3 | $344K | Sell |
5,768
-210
| -4% | -$12.3K | 0.19% | 86 |
|
|
2016
Q2 | $329K | Sell |
5,978
-1,257
| -17% | -$66.9K | 0.19% | 84 |
|
|
2016
Q1 | $365K | Sell |
7,235
-479
| -6% | -$23.5K | 0.21% | 83 |
|
|
2015
Q4 | $389K | Sell |
7,714
-448
| -5% | -$22.6K | 0.24% | 76 |
|
|
2015
Q3 | $385K | Hold |
8,162
| – | – | 0.25% | 79 |
|
|
2015
Q2 | $443K | Sell |
8,162
-1,568
| -16% | -$87.9K | 0.24% | 85 |
|
|
2015
Q1 | $534K | Buy |
9,730
+2,414
| +33% | +$137K | 0.33% | 74 |
|
|
2014
Q4 | $396K | Buy |
+7,316
| New | +$408K | 0.27% | 72 |
|
Other funds holding MRK
VCM
VPM
Van Hulzen Asset Management's MRK Position: Q1 2026 in Review
Van Hulzen Asset Management increased its Merck (MRK) stake by 11% in Q1 2026, buying an estimated $158K and bringing the position to 14,051 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #114.
Van Hulzen Asset Management first reported a position in MRK in Q4 2014 and has held it in 44 quarters since. The position peaked at $27.5M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Van Hulzen Asset Management held 14,051 shares of Merck worth $1.69M as of Q1 2026.
- Van Hulzen Asset Management bought 1,369 Merck shares in Q1 2026, an estimated $158K.
- Merck made up 0.13% of Van Hulzen Asset Management's portfolio in Q1 2026, its #114 holding.
- Van Hulzen Asset Management first reported a position in Merck in Q4 2014 and has held it in 44 quarters since.
- Van Hulzen Asset Management's Merck position peaked at $27.5M in Q1 2024.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.