RETIREMENT INCOME SOLUTIONS, INC MRK — Merck & Co

Ownership history in RETIREMENT INCOME SOLUTIONS, INC  ·  35 quarters on record

AI Ownership Summary

RETIREMENT INCOME SOLUTIONS, INC reported Merck & Co (MRK) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.29% in 2024 Q1. The latest visible filing shows MRK at 0.13% 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 RETIREMENT INCOME SOLUTIONS, INC's position in Merck & Co, 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 Q2

MRK was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% 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
2024 Q1 to 2026 Q2

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 RETIREMENT INCOME SOLUTIONS, INC fund profile RETIREMENT INCOME SOLUTIONS, INC full holdings
How RETIREMENT INCOME SOLUTIONS, INC 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 Q2 ADDED — — — 6,163 +243 +4.1% 0.13% $741K 2026-08-03 $127.77
2026 Q1 REDUCED — — — 5,920 -127 -2.1% 0.12% $712K 2026-05-04 $112.30
2025 Q4 REDUCED 11.4% +15.1% ❌ 6,047 -780 -11.4% 0.11% $637K 2026-01-27 $106.36
2025 Q3 REDUCED 22.7% +28.1% ❌ 6,827 -2,000 -22.7% 0.10% $573K 2025-10-14 $82.77
2025 Q2 UNCHANGED — — — 8,827 — 0% 0.13% $699K 2025-07-15 $78.88
2025 Q1 UNCHANGED — — — 8,827 — 0% 0.17% $792K 2025-05-06 $75.72
2024 Q4 REDUCED — — — 8,827 -388 -4.2% 0.18% $878K 2025-01-31 $93.86
2024 Q3 REDUCED — — — 9,215 -247 -2.6% 0.24% $1.0M 2024-11-08 $96.98
2024 Q2 REDUCED — — — 9,462 -113 -1.2% 0.28% $1.2M 2024-08-01 $106.54
2024 Q1 UNCHANGED — — — 9,575 — 0% 0.29% $1.3M 2024-05-03 $118.65
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MRK

As of 2026 Q2 — sorted by position size

Wallace Advisory Group, LLC 3Y 13.94% Radnor Capital Management, LLC 3Y 7Y 9.36% Clark & Stuart, Inc 8.26% Slocum, Gordon & Co LLP 7.95% Atle Fund Management AB 3Y 7Y 6.55% COMPASS CAPITAL MANAGEMENT, INC 3Y 7Y 4.39% W ADVISORS, LLC 3Y 4.23% WILKINS INVESTMENT COUNSEL INC 3Y 7Y 4.23% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.16% Boit C F David 3Y 3.8%

FAQ About RETIREMENT INCOME SOLUTIONS, 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 RETIREMENT INCOME SOLUTIONS, INC reported owning MRK?

RETIREMENT INCOME SOLUTIONS, INC reported MRK across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MRK position in RETIREMENT INCOME SOLUTIONS, INC's portfolio?

The largest reported portfolio weight for MRK was 0.29% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q2, when RETIREMENT INCOME SOLUTIONS, INC reported 6,163 shares, equal to 0.13% of portfolio, with an estimated market value of $741K.

What does the chart on this MRK ownership page compare?

The chart compares RETIREMENT INCOME SOLUTIONS, 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.

How well did RETIREMENT INCOME SOLUTIONS, INC time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, RETIREMENT INCOME SOLUTIONS, INC correctly timed 14 out of 24 reported position changes (58%). The annualised alpha on MRK relative to SPY over the holding period was -0.3%.

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