FERGUSON WELLMAN CAPITAL MANAGEMENT, INC MRK Merck COM

Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC  ·  108 quarters on record

AI Ownership Summary

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported Merck COM (MRK) in 108 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.72% in 2024 Q3. The latest visible filing shows MRK at 0.63% 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 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's position in Merck 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
2026 Q1

MRK was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 49.3% +8.3% 385,956 -374,694 -49.3% 0.63% $46.4M 2026-05-01 $111.36
2025 Q4 ADDED 760,650 +13,069 +1.7% 1.28% $80.1M 2026-01-13 $106.70
2025 Q3 REDUCED 747,581 -7,307 -1.0% 1.02% $62.7M 2025-10-23 $85.19
2025 Q2 ADDED 754,888 +136,862 +22.1% 1.05% $59.8M 2025-07-10 $81.30
2025 Q1 REDUCED 20.4% -10.9% 618,026 -158,346 -20.4% 1.08% $55.5M 2025-04-16 $73.25
2024 Q4 ADDED 776,372 +56,086 +7.8% 1.47% $77.2M 2025-01-29 $93.35
2024 Q3 ADDED 720,286 +251,942 +53.8% 1.72% $81.8M 2024-10-18 $102.43
2024 Q2 ADDED 468,344 +6,396 +1.4% 1.18% $58.0M 2024-07-16 $117.42
2024 Q1 REDUCED 461,948 -1,157 -0.2% 1.24% $61.0M 2024-04-09 $117.90
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FERGUSON WELLMAN CAPITAL MANAGEMENT, INC and MRK

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

How long has FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported owning MRK?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported MRK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MRK position in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for MRK was 1.72% in 2024 Q3.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q1, when FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported 385,956 shares, equal to 0.63% of portfolio, with an estimated market value of $46.4M.

What does the chart on this MRK ownership page compare?

The chart compares FERGUSON WELLMAN CAPITAL MANAGEMENT, INC'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 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC correctly timed 54 out of 107 reported position changes (50%). The annualised alpha on MRK relative to SPY over the holding period was +9.2%.

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