MRK — MERCK & CO. INC

Ownership history in Stack Financial Management, Inc  ·  24 quarters on record

This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in MERCK & CO. INC (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
2.96% (2023 Q2)
Avg. % of fund
1.99%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 210,381 -5,917 -2.7% 1.69% $22.1M $104.49
2025 Q3 REDUCED 216,298 -461 -0.2% 1.51% $18.2M $82.61
2025 Q2 REDUCED 216,759 -4,025 -1.8% 1.52% $17.2M $77.15
2025 Q1 REDUCED 220,784 -4,556 -2.0% 1.65% $19.8M $86.61
20 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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