PERSONAL CFO SOLUTIONS, LLC MRK — MERCK & CO INC

Ownership history in PERSONAL CFO SOLUTIONS, LLC  ·  27 quarters on record

AI Ownership Summary

PERSONAL CFO SOLUTIONS, LLC reported MERCK & CO INC (MRK) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.06% in 2024 Q4. The latest visible filing shows MRK at 0.41% 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 PERSONAL CFO SOLUTIONS, LLC'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 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2024 Q4

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.

MRK stock page PERSONAL CFO SOLUTIONS, LLC fund profile PERSONAL CFO SOLUTIONS, LLC full holdings
How PERSONAL CFO SOLUTIONS, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,904 -535 -2.2% 0.41% $2.9M 2026-04-30 $109.18
2025 Q4 REDUCED — — — 24,439 -2 -0.0% 0.41% $2.6M 2026-01-22 $108.38
2025 Q3 REDUCED — — — 24,441 -652 -2.6% 0.36% $2.1M 2025-11-10 $85.38
2025 Q2 REDUCED 53.4% +0.2% ❌ 25,093 -28,729 -53.4% 0.37% $2.0M 2025-08-12 $78.26
2025 Q1 REDUCED — — — 53,822 -406 -0.7% 0.98% $4.8M 2025-04-30 $82.21
2024 Q4 REDUCED 5.2% -9.0% ✅ 54,228 -2,953 -5.2% 1.06% $5.4M 2025-02-07 $83.50
2024 Q3 ADDED — — — 57,181 +5,874 +11.4% 0.91% $6.5M 2024-11-14 $93.35
2024 Q2 ADDED — — — 51,307 +1,462 +2.9% 0.98% $6.4M 2024-08-09 $108.00
2024 Q1 ADDED — — — 49,845 +6,448 +14.9% 1.03% $6.6M 2024-05-13 $121.17
2023 Q4 REDUCED — — — 43,397 -656 -1.5% 0.82% $4.7M 2024-02-13 $116.81
17 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 PERSONAL CFO SOLUTIONS, 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 PERSONAL CFO SOLUTIONS, LLC reported owning MRK?

PERSONAL CFO SOLUTIONS, LLC reported MRK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRK position in PERSONAL CFO SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for MRK was 1.06% in 2024 Q4.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q1, when PERSONAL CFO SOLUTIONS, LLC reported 23,904 shares, equal to 0.41% of portfolio, with an estimated market value of $2.9M.

What does the chart on this MRK ownership page compare?

The chart compares PERSONAL CFO SOLUTIONS, 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 PERSONAL CFO SOLUTIONS, LLC time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, PERSONAL CFO SOLUTIONS, LLC correctly timed 9 out of 26 reported position changes (35%).

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