RAYMOND JAMES & ASSOCIATES MRK — D MERCK & COMPANY INC EQUITIES

Ownership history in RAYMOND JAMES & ASSOCIATES  ·  129 quarters on record

AI Ownership Summary

RAYMOND JAMES & ASSOCIATES reported D MERCK & COMPANY INC EQUITIES (MRK) in 129 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.88% in 2024 Q1. The latest visible filing shows MRK at 0.68% 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 RAYMOND JAMES & ASSOCIATES's position in D MERCK & COMPANY INC EQUITIES, 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
2024 Q3

MRK was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% 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 2024 Q3

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 RAYMOND JAMES & ASSOCIATES fund profile RAYMOND JAMES & ASSOCIATES full holdings
How RAYMOND JAMES & ASSOCIATES 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 9,874,714 +114,080 +1.2% 0.68% $1.12B 2024-11-14 (Est.) $93.35
2024 Q2 REDUCED — — — 9,760,634 -36,592 -0.4% 0.79% $1.21B 2024-07-19 $118.57
2024 Q1 ADDED — — — 9,797,226 +209,621 +2.2% 0.88% $1.29B 2024-04-22 $118.96
2023 Q4 ADDED — — — 9,587,605 +178,132 +1.9% 0.78% $1.05B 2024-01-16 $110.35
125 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 RAYMOND JAMES & ASSOCIATES and MRK

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

How long has RAYMOND JAMES & ASSOCIATES reported owning MRK?

RAYMOND JAMES & ASSOCIATES reported MRK across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MRK position in RAYMOND JAMES & ASSOCIATES's portfolio?

The largest reported portfolio weight for MRK was 0.88% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2024 Q3, when RAYMOND JAMES & ASSOCIATES reported 9,874,714 shares, equal to 0.68% of portfolio, with an estimated market value of $1.12B.

What does the chart on this MRK ownership page compare?

The chart compares RAYMOND JAMES & ASSOCIATES'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 RAYMOND JAMES & ASSOCIATES time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, RAYMOND JAMES & ASSOCIATES correctly timed 88 out of 126 reported position changes (70%).

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