Dakota Community Bank & Trust NA MRK — Merck & Co Inc

Ownership history in Dakota Community Bank & Trust NA  ·  14 quarters on record

AI Ownership Summary

Dakota Community Bank & Trust NA reported Merck & Co Inc (MRK) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.41% in 2024 Q2. The latest visible filing shows MRK at 1.47% 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 Dakota Community Bank & Trust NA'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
2026 Q2

MRK was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 Dakota Community Bank & Trust NA held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,685 -147 -3.8% 1.47% $474K 2026-07-15 $122.88
2026 Q1 ADDED — — — 3,832 +197 +5.4% 1.56% $461K 2026-06-10 $117.55
2025 Q4 ADDED — — — 3,635 +69 +1.9% 1.31% $383K 2026-01-26 $105.23
2025 Q3 REDUCED 18.0% +28.1% ❌ 3,566 -785 -18.0% 1.18% $299K 2025-10-09 $85.00
2025 Q1 ADDED — — — 4,351 +545 +14.3% 1.88% $391K 2025-04-09 $78.01
2024 Q4 ADDED — — — 3,806 +156 +4.3% 1.80% $379K 2025-01-15 $94.51
2024 Q3 ADDED — — — 3,650 +25 +0.7% 2.08% $414K 2024-10-08 $101.66
2024 Q2 REDUCED — — — 3,625 -16 -0.4% 2.41% $449K 2024-07-16 $116.73
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dakota Community Bank & Trust NA and MRK

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

How long has Dakota Community Bank & Trust NA reported owning MRK?

Dakota Community Bank & Trust NA reported MRK across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MRK position in Dakota Community Bank & Trust NA's portfolio?

The largest reported portfolio weight for MRK was 2.41% in 2024 Q2.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q2, when Dakota Community Bank & Trust NA reported 3,685 shares, equal to 1.47% of portfolio, with an estimated market value of $474K.

What does the chart on this MRK ownership page compare?

The chart compares Dakota Community Bank & Trust NA'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.

How well did Dakota Community Bank & Trust NA time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, Dakota Community Bank & Trust NA correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on MRK relative to SPY over the holding period was +98.5%.

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