Whitcomb & Hess’s Merck MRK Stock Holding History

Whitcomb & Hess’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 Q3	$230K	Sell	1,581 -387	-20%	-$53.5K	0.05%	55
2026 Q2	$253K	Buy	1,968 +14	+0.7%	+$1.64K	0.05%	54
2026 Q1	$235K	Hold	1,954	–	–	0.05%	55
2025 Q4	$212K	Buy	+1,954	New	+$183K	0.05%	58
2024 Q4	–	Sell	-1,964	Closed	-$223K	–	60
2024 Q3	$223K	Buy	1,964 +12	+0.6%	+$1.43K	0.07%	47
2024 Q2	$242K	Buy	1,952 +76	+4%	+$9.8K	0.08%	46
2024 Q1	$248K	Sell	1,876 -187	-9%	-$23K	0.08%	47
2023 Q4	$225K	Buy	2,063 +14	+0.7%	+$1.45K	0.08%	43
2023 Q3	$211K	Buy	2,049 +13	+0.6%	+$1.4K	0.08%	41
2023 Q2	$235K	Buy	2,036 +13	+0.6%	+$1.48K	0.09%	36
2023 Q1	$215K	Buy	+2,023	New	+$218K	0.08%	38

Other funds holding MRK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Whitcomb & Hess's MRK Position: Q3 2026 in Review

Whitcomb & Hess reduced its Merck (MRK) stake by 20% in Q3 2026, selling an estimated $53.5K and leaving 1,581 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #55.

Whitcomb & Hess first reported a position in MRK in Q1 2023 and has held it in 11 quarters since. The position peaked at $253K in Q2 2026. 2,219 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Whitcomb & Hess held 1,581 shares of Merck worth $230K as of Q3 2026.
Whitcomb & Hess sold 387 Merck shares in Q3 2026, an estimated $53.5K.
Merck made up 0.05% of Whitcomb & Hess's portfolio in Q3 2026, its #55 holding.
Whitcomb & Hess first reported a position in Merck in Q1 2023 and has held it in 11 quarters since.
Whitcomb & Hess's Merck position peaked at $253K in Q2 2026.
2,219 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.