Millstone Evans Group, LLC MRK — MERCK & COMPANY INCORPORATED

Ownership history in Millstone Evans Group, LLC  ·  6 quarters on record

AI Ownership Summary

Millstone Evans Group, LLC reported MERCK & COMPANY INCORPORATED (MRK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.98% in 2026 Q1. The latest visible filing shows MRK at 0.98% 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.

What this MRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Millstone Evans Group, LLC's position in MERCK & COMPANY INCORPORATED, 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 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2026 Q1

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

Time in book
Holding Window
2024 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.

MRK stock page Millstone Evans Group, LLC fund profile Millstone Evans Group, LLC full holdings
How Millstone Evans Group, LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 13,586 — 0% 0.98% $1.6M 2026-04-30 $109.18
2025 Q4 ADDED — — — 13,586 +791 +6.2% 0.84% $1.4M 2026-02-02 $112.54
2025 Q3 REDUCED — — — 12,795 -254 -1.9% 0.68% $1.1M 2025-10-30 $84.92
2025 Q2 ADDED — — — 13,049 +26 +0.2% 0.70% $1.0M 2025-08-13 $80.61
2025 Q1 REDUCED — — — 13,023 -158 -1.2% 0.79% $1.2M 2025-05-05 $79.94
2024 Q4 INITIATED — — — 13,181 — — 0.89% $1.3M 2025-02-11 $82.79

🏢 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 Millstone Evans Group, LLC and MRK

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

How long has Millstone Evans Group, LLC reported owning MRK?

Millstone Evans Group, LLC reported MRK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MRK position in Millstone Evans Group, LLC's portfolio?

The largest reported portfolio weight for MRK was 0.98% in 2026 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q1, when Millstone Evans Group, LLC reported 13,586 shares, equal to 0.98% of portfolio, with an estimated market value of $1.6M.

What does the chart on this MRK ownership page compare?

The chart compares Millstone Evans Group, LLC'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 Millstone Evans Group, LLC time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, Millstone Evans Group, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on MRK relative to SPY over the holding period was +12.6%.

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