MRK β€” MERCK & CO INC

Ownership history in Willis Johnson & Associates, Inc.  Β·  4 quarters on record

AI Ownership Summary

Willis Johnson & Associates, Inc. reported MERCK & CO INC (MRK) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows MRK at 0.01% 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.

What this MRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Willis Johnson & Associates, Inc.'s position in MERCK & CO INC, 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
2025 Q3

MRK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

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 2025 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.

How Willis Johnson & Associates, Inc. held MRK β€” position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,765 +149 +5.7% 0.01% $232K 2025-11-06 $84.43
2024 Q3 ADDED 2,616 +280 +12.0% 0.02% $297K 2024-10-31 $97.11
2024 Q2 ADDED 2,336 +301 +14.8% 0.02% $289K 2024-08-01 $107.31
2024 Q1 INITIATED 2,035 β€” β€” 0.02% $268K 2024-04-19 $117.88

FAQ About Willis Johnson & Associates, 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 Willis Johnson & Associates, Inc. reported owning MRK?

Willis Johnson & Associates, Inc. reported MRK across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MRK position in Willis Johnson & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MRK was 0.02% in 2024 Q2.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q3, when Willis Johnson & Associates, Inc. reported 2,765 shares, equal to 0.01% of portfolio, with an estimated market value of $232K.

What does the chart on this MRK ownership page compare?

The chart compares Willis Johnson & Associates, 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.

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