MRK — MERCK & CO INC COM

Ownership history in Schechter Investment Advisors, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in MERCK & CO INC COM (MRK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.08% (2023 Q2)
Avg. % of fund
2.47%
First filed
2022 Q3
Last filed
2025 Q1
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 291,300 -852 -0.3% 2.15% $26.1M $87.26
2024 Q4 REDUCED 292,152 -2,159 -0.7% 2.23% $29.1M $95.88
2024 Q3 REDUCED 294,311 -983 -0.3% 2.46% $33.4M $108.58
2024 Q2 ADDED 295,294 +253 +0.1% 2.75% $36.6M $117.58
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MRK price (monthly, adj. close)

Other funds also holding MRK

As of 2025 Q4 — sorted by position size

Wallace Advisory Group, LLC 3Y 12.75% SECTOR GAMMA AS 3Y 7Y 8.73% Radnor Capital Management, LLC 3Y 7Y 8.12% KAHN BROTHERS GROUP INC 3Y 7Y 8.02% Slocum, Gordon & Co LLP 7.3% Atle Fund Management AB 3Y 7Y 6.57% Bruce & Co., Inc. 3Y 7Y 6.29% Smead Capital Management, Inc. 3Y 7Y 6.2% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 4.95% Round Hill Asset Management 3Y 7Y 4.82%
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