Glassy Mountain Advisors, Inc. MRK — MERCK & CO INC

Ownership history in Glassy Mountain Advisors, Inc.  ·  14 quarters on record

AI Ownership Summary

Glassy Mountain Advisors, Inc. reported MERCK & CO INC (MRK) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.4% in 2024 Q1. The latest visible filing shows MRK at 1.20% 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 Glassy Mountain Advisors, Inc.'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 Q3

MRK was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% 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 Q4 to 2025 Q3

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.

MRK stock page Glassy Mountain Advisors, Inc. fund profile Glassy Mountain Advisors, Inc. full holdings
How Glassy Mountain Advisors, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 47,513 -1,202 -2.5% 1.20% $4.0M 2025-11-06 $84.43
2025 Q2 ADDED — — — 48,715 +21 +0.0% 1.24% $3.9M 2025-07-22 $79.54
2025 Q1 REDUCED — — — 48,694 -93 -0.2% 1.55% $4.4M 2025-04-28 $80.27
2024 Q4 REDUCED — — — 48,787 -161 -0.3% 1.66% $4.9M 2025-01-27 $93.70
2024 Q3 ADDED — — — 48,948 +1,561 +3.3% 1.95% $5.6M 2024-10-29 $98.45
2024 Q2 REDUCED — — — 47,387 -830 -1.7% 2.18% $5.9M 2024-08-01 $107.31
2024 Q1 REDUCED — — — 48,217 -570 -1.2% 2.40% $6.4M 2024-04-25 $122.51
2023 Q4 ADDED — — — 48,787 +125 +0.3% 2.19% $5.3M 2024-01-30 $113.30
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MRK

As of 2026 Q1 — sorted by position size

Wallace Advisory Group, LLC 3Y 14.83% Radnor Capital Management, LLC 3Y 7Y 9.25% Clark & Stuart, Inc 8.41% Slocum, Gordon & Co LLP 7.73% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.7% W ADVISORS, LLC 3Y 4.47% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.07% Westend Capital Management, LLC 3Y 7Y 4.06% Boit C F David 3Y 3.75% Sivik Global Healthcare LLC 3Y 7Y 3.65%

FAQ About Glassy Mountain Advisors, 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 Glassy Mountain Advisors, Inc. reported owning MRK?

Glassy Mountain Advisors, Inc. reported MRK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MRK position in Glassy Mountain Advisors, Inc.'s portfolio?

The largest reported portfolio weight for MRK was 2.40% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q3, when Glassy Mountain Advisors, Inc. reported 47,513 shares, equal to 1.20% of portfolio, with an estimated market value of $4.0M.

What does the chart on this MRK ownership page compare?

The chart compares Glassy Mountain Advisors, 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 Glassy Mountain Advisors, Inc. time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, Glassy Mountain Advisors, Inc. correctly timed 10 out of 13 reported position changes (77%).

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