Lesa Sroufe & Co MRK MERCK & CO INC

Ownership history in Lesa Sroufe & Co  ·  31 quarters on record

AI Ownership Summary

Lesa Sroufe & Co reported MERCK & CO INC (MRK) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.63% in 2024 Q1. 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 Lesa Sroufe & Co'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 Q1

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

High-water mark
Peak Conviction
0.63% 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 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 Lesa Sroufe & Co 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 ADDED 9,067 +3,967 +77.8% 0.63% $921 2026-04-27 $110.23
2025 Q4 UNCHANGED 5,100 0% 0.40% $537K 2026-01-22 $108.38
2025 Q3 UNCHANGED 5,100 0% 0.35% $428K 2025-10-23 $85.81
2025 Q2 UNCHANGED 5,100 0% 0.37% $404K 2025-07-29 $80.53
2025 Q1 UNCHANGED 5,100 0% 0.46% $458K 2025-04-18 $75.27
2024 Q3 UNCHANGED 5,100 0% 0.54% $579K 2024-10-16 $104.80
2024 Q2 UNCHANGED 5,100 0% 0.61% $631K 2024-07-09 $118.83
2024 Q1 UNCHANGED 5,100 0% 0.63% $673K 2024-05-06 $119.55
2023 Q4 UNCHANGED 5,100 0% 0.57% $556K 2024-02-01 $117.69
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lesa Sroufe & Co and MRK

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

How long has Lesa Sroufe & Co reported owning MRK?

Lesa Sroufe & Co reported MRK across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRK position in Lesa Sroufe & Co's portfolio?

The largest reported portfolio weight for MRK was 0.63% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q1, when Lesa Sroufe & Co reported 9,067 shares, equal to 0.63% of portfolio, with an estimated market value of $921.

What does the chart on this MRK ownership page compare?

The chart compares Lesa Sroufe & Co'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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