MRK MERCK & CO INC

Ownership history in Baugh & Associates, LLC  ·  32 quarters on record

AI Ownership Summary

Baugh & Associates, LLC reported MERCK & CO INC (MRK) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.4% in 2024 Q1. The latest visible filing shows MRK at 2.92% 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 Baugh & Associates, LLC's position in MERCK & CO INC, 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 2.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.4% 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 Q3 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 Baugh & Associates, LLC held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 61,245 -1,761 -2.8% 2.92% $5.9M 2026-02-14 (Est.) $120.52
2025 Q3 REDUCED 63,006 -1,219 -1.9% 2.40% $4.8M 2025-10-27 $86.61
2025 Q2 ADDED 64,225 +3,328 +5.5% 2.43% $4.7M 2025-07-11 $81.24
2025 Q1 ADDED 60,897 +10,094 +19.9% 2.63% $5.2M 2025-04-23 $75.98
2024 Q4 REDUCED 50,803 -20 -0.0% 2.53% $4.9M 2025-01-16 $96.34
2024 Q3 ADDED 50,823 +4,541 +9.8% 2.85% $5.5M 2024-10-31 $97.11
2024 Q2 REDUCED 46,282 -2,142 -4.4% 3.11% $6.0M 2024-07-12 $120.45
2024 Q1 ADDED 48,424 +348 +0.7% 3.40% $6.4M 2024-04-16 $117.20
2023 Q4 REDUCED 48,076 -668 -1.4% 3.01% $5.2M 2024-01-10 $110.69
2023 Q3 REDUCED 48,744 -220 -0.4% 3.14% $5.0M 2023-10-13 $96.16
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baugh & Associates, LLC and MRK

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

How long has Baugh & Associates, LLC reported owning MRK?

Baugh & Associates, LLC reported MRK across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MRK position in Baugh & Associates, LLC's portfolio?

The largest reported portfolio weight for MRK was 3.40% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q4, when Baugh & Associates, LLC reported 61,245 shares, equal to 2.92% of portfolio, with an estimated market value of $5.9M.

What does the chart on this MRK ownership page compare?

The chart compares Baugh & Associates, LLC'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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