MRK MERCK & CO INC COM

Ownership history in BAR HARBOR WEALTH MANAGEMENT  ·  98 quarters on record

AI Ownership Summary

BAR HARBOR WEALTH MANAGEMENT reported MERCK & CO INC COM (MRK) in 98 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.32% in 2024 Q1. The latest visible filing shows MRK at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAR HARBOR WEALTH MANAGEMENT's position in MERCK & CO INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MRK was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAR HARBOR WEALTH MANAGEMENT held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 172,032 +11,622 +7.2% 1.05% $18.1M 2026-02-14 (Est.) $120.52
2025 Q3 ADDED 160,410 +14,147 +9.7% 0.81% $13.5M 2025-10-15 $82.78
2025 Q2 REDUCED 146,263 -1,508 -1.0% 0.74% $11.6M 2025-07-23 $81.85
2025 Q1 REDUCED 147,771 -1,082 -0.7% 0.88% $13.3M 2025-04-16 $73.78
2024 Q4 REDUCED 148,853 -642 -0.4% 0.97% $14.8M 2025-01-13 $96.61
2024 Q3 REDUCED 149,495 -320 -0.2% 1.08% $17.0M 2024-10-16 $104.80
2024 Q2 ADDED 149,815 +274 +0.2% 1.23% $18.5M 2024-07-17 $118.69
2024 Q1 ADDED 149,541 +12,138 +8.8% 1.32% $19.7M 2024-04-24 $119.02
2023 Q4 ADDED 137,403 +412 +0.3% 1.12% $15.0M 2024-01-17 $110.01
89 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAR HARBOR WEALTH MANAGEMENT and MRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAR HARBOR WEALTH MANAGEMENT reported owning MRK?

BAR HARBOR WEALTH MANAGEMENT reported MRK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MRK position in BAR HARBOR WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for MRK was 1.32% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q4, when BAR HARBOR WEALTH MANAGEMENT reported 172,032 shares, equal to 1.05% of portfolio, with an estimated market value of $18.1M.

What does the chart on this MRK ownership page compare?

The chart compares BAR HARBOR WEALTH MANAGEMENT's quarterly MRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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