MRK MERCK & CO INC NEW

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported MERCK & CO INC NEW (MRK) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.26% in 2024 Q1. The latest visible filing shows MRK at 0.90% 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 ROWLANDMILLER & PARTNERS.ADV's position in MERCK & CO INC NEW, 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 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% 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 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.

How ROWLANDMILLER & PARTNERS.ADV 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 37,032 -2,317 -5.9% 0.90% $4K 2026-05-15 (Est.) $115.46
2025 Q4 REDUCED 39,349 -984 -2.4% 0.80% $4.1M 2026-02-12 $118.36
2025 Q3 REDUCED 40,333 -565 -1.4% 0.66% $3.4M 2025-10-01 $88.71
2025 Q2 ADDED 40,898 +200 +0.5% 0.67% $3.2M 2025-07-01 $79.73
2025 Q1 REDUCED 40,698 -1,850 -4.3% 0.77% $3.7M 2025-04-15 $75.64
2024 Q4 REDUCED 42,548 -1,000 -2.3% 0.88% $4.2M 2025-02-04 $86.81
2024 Q3 ADDED 43,548 +70 +0.2% 1.00% $4.9M 2024-10-23 $100.96
2024 Q2 REDUCED 43,478 -1,935 -4.3% 1.17% $5.4M 2024-07-29 $120.47
2024 Q1 ADDED 45,413 +90 +0.2% 1.26% $6.0M 2024-04-08 $118.61
2023 Q4 REDUCED 45,323 -545 -1.2% 1.13% $4.9M 2024-01-03 $106.88
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and MRK

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning MRK?

ROWLANDMILLER & PARTNERS.ADV reported MRK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRK position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for MRK was 1.26% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 37,032 shares, equal to 0.90% of portfolio, with an estimated market value of $4K.

What does the chart on this MRK ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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