MRK β€” MERCK & CO INC

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  Β·  9 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported MERCK & CO INC (MRK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.13% in 2024 Q1. The latest visible filing shows MRK at 3.16% 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 PATRICK M SWEENEY & ASSOCIATES, 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 Q4

MRK was reported at 3.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.13% 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 PATRICK M SWEENEY & ASSOCIATES, INC held MRK β€” position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 48,055 -78 -0.2% 3.16% $5.1M 2026-02-14 (Est.) $120.52
2025 Q3 ADDED 48,133 +14 +0.0% 2.61% $4.0M 2025-11-12 $90.01
2025 Q2 ADDED 48,119 +427 +0.9% 2.68% $3.9M 2025-08-13 $80.61
2025 Q1 ADDED 47,692 +2 +0.0% 3.20% $4.3M 2025-04-14 $76.39
2024 Q4 REDUCED 47,690 -99 -0.2% 3.55% $4.7M 2025-01-22 $91.54
2024 Q3 ADDED 47,789 +553 +1.2% 3.99% $5.4M 2024-10-22 $101.21
2024 Q2 REDUCED 47,236 -89 -0.2% 4.73% $5.8M 2024-07-17 $118.69
2024 Q1 ADDED 47,325 +87 +0.2% 5.13% $6.2M 2024-04-25 $122.51
2023 Q4 INITIATED 47,238 β€” β€” 4.71% $5.1M 2024-02-06 $118.16

FAQ About PATRICK M SWEENEY & ASSOCIATES, 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 PATRICK M SWEENEY & ASSOCIATES, INC reported owning MRK?

PATRICK M SWEENEY & ASSOCIATES, INC reported MRK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MRK position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for MRK was 5.13% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q4, when PATRICK M SWEENEY & ASSOCIATES, INC reported 48,055 shares, equal to 3.16% of portfolio, with an estimated market value of $5.1M.

What does the chart on this MRK ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, 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.

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