MRK MERCK & CO. INC. Com

Ownership history in EDGAR LOMAX CO/VA  ·  86 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported MERCK & CO. INC. Com (MRK) in 86 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.13% in 2025 Q1. The latest visible filing shows MRK at 2.87% 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 EDGAR LOMAX CO/VA'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 2.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.13% in 2025 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 EDGAR LOMAX CO/VA held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 358,495 -201,705 -36.0% 2.87% $37.7M 2026-02-14 (Est.) $120.52
2025 Q3 REDUCED 560,200 -164,405 -22.7% 3.68% $47.0M 2025-11-12 $90.01
2025 Q2 REDUCED 724,605 -12,015 -1.6% 3.63% $57.4M 2025-08-12 $78.26
2025 Q1 ADDED 736,620 +105,035 +16.6% 4.13% $66.1M 2025-05-14 $70.89
2024 Q4 ADDED 631,585 +354,516 +128.0% 4.05% $62.8M 2025-02-13 $80.76
2023 Q4 REDUCED 277,069 -11,375 -3.9% 1.97% $30.2M 2024-02-09 $116.83
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and MRK

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

How long has EDGAR LOMAX CO/VA reported owning MRK?

EDGAR LOMAX CO/VA reported MRK across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MRK position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for MRK was 4.13% in 2025 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 358,495 shares, equal to 2.87% of portfolio, with an estimated market value of $37.7M.

What does the chart on this MRK ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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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