MRK β€” MERCK & CO INC

Ownership history in WULFF, HANSEN & CO.  Β·  17 quarters on record

This page tracks every 13F SEC filing in which WULFF, HANSEN & CO. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.85% (2022 Q4)
πŸ“Š Avg. % of fund
2.02%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

WULFF, HANSEN & CO. Γ— MRK AI Analytics

πŸ“ˆ WULFF, HANSEN & CO. outperformed the S&P 500 by +2.7% annually on this MRK position. Timing score: 45% (5/11 decisions correct). Average cost basis: $116.30. Maximum drawdown during holding period: –37.6%.

πŸ“ˆ Position Alpha vs SPY
+2.7%
annualised excess return

βœ… Outperformed SPY on this position by 2.7% ann.
16 quarters analyzed

⏱️ Timing Score
45%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct

πŸ’° Entry Quality
$116.30
-10.2% vs current ($104.49)

Best entry: $67.27 (2021 Q4)  Β·  Worst: $116.72 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–37.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

4 adds Β· 8 trims. Bought during 2 of 8 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.55% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MRK price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,525 -195 -1.1% 1.55% $1.8M $104.49
2025 Q3 REDUCED 17,720 -450 -2.5% 1.28% $1.5M $82.61
2025 Q2 REDUCED 18,170 -230 -1.2% 1.23% $1.4M $77.15
2025 Q1 UNCHANGED 18,400 β€” 0% 1.51% $1.7M $86.61
2024 Q4 REDUCED 18,400 -120 -0.6% 1.73% $1.8M $95.17
2024 Q3 REDUCED 18,520 -2,475,679 -99.3% 1.91% $2.1M $107.78
2024 Q2 ADDED 2,494,199 +2,473,346 +11860.9% 1.76% $20.1M $116.72
2024 Q1 UNCHANGED 20,853 β€” 0% 2.75% $2.8M $123.66
2023 Q4 REDUCED 20,853 -330 -1.6% 2.52% $2.3M $101.53
2023 Q3 ADDED 21,183 +355 +1.7% 2.55% $2.2M $95.18
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MRK

As of 2025 Q4 β€” 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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