MRK MERCK & CO INC COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  101 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported MERCK & CO INC COMMON (MRK) in 101 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.75% in 2024 Q1. The latest visible filing shows MRK at 1.85% 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 LYNCH & ASSOCIATES/IN's position in MERCK & CO INC COMMON, 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 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.75% 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 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 LYNCH & ASSOCIATES/IN held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 92,958 +2,596 +2.9% 1.85% $9.8M 2026-02-14 (Est.) $120.52
2025 Q3 ADDED 90,362 +1,189 +1.3% 1.46% $7.6M 2025-10-07 $86.23
2025 Q2 REDUCED 89,173 -1,077 -1.2% 1.42% $7.1M 2025-07-15 $79.45
2025 Q1 REDUCED 90,250 -344 -0.4% 1.75% $8.1M 2025-04-17 $75.27
2024 Q4 REDUCED 90,594 -2,107 -2.3% 1.96% $9.0M 2025-01-10 $94.95
2024 Q3 REDUCED 92,701 -225 -0.2% 2.23% $10.5M 2024-10-15 $105.85
2024 Q2 ADDED 92,926 +2,741 +3.0% 2.59% $11.5M 2024-08-06 $104.79
2024 Q1 REDUCED 90,185 -4,431 -4.7% 2.75% $11.9M 2024-04-09 $118.75
2023 Q4 REDUCED 94,616 -1,692 -1.8% 2.51% $10.3M 2024-01-08 $109.31
92 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and MRK

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

How long has LYNCH & ASSOCIATES/IN reported owning MRK?

LYNCH & ASSOCIATES/IN reported MRK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MRK position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for MRK was 2.75% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 92,958 shares, equal to 1.85% of portfolio, with an estimated market value of $9.8M.

What does the chart on this MRK ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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