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Stack Financial Management, Inc

SEC CIK
0001308685
Latest filing
Aug 3, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Stack Financial Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
212,862
Value
$27.4M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Stack Financial Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026212,862$27.4M2.1%+3,215+1.5%AddedHolders
Q1 2026209,647$25.2M1.9%−734−0.3%ReducedHolders
Q4 2025210,381$22.1M1.7%−5,917−2.7%ReducedHolders
Q3 2025216,298$18.2M1.5%−461−0.2%ReducedHolders
Q2 2025216,759$17.2M1.5%−4,025−1.8%ReducedHolders
Q1 2025220,784$19.8M1.7%−4,556−2.0%ReducedHolders
Q4 2024225,340$22.4M2.0%+1,064+0.5%AddedHolders
Q3 2024224,276$25.5M2.3%+3,207+1.5%AddedHolders
Q2 2024221,069$27.4M2.5%+452+0.2%AddedHolders
Q1 2024220,617$29.1M2.7%−2,979−1.3%ReducedHolders
Q4 2023223,596$24.4M2.8%−6,646−2.9%ReducedHolders
Q3 2023230,242$23.7M2.8%+1,213+0.5%AddedHolders
Q2 2023229,029$26.4M3.0%+2,452+1.1%AddedHolders
Q1 2023226,577$24.1M2.9%+1,786+0.8%AddedHolders
Q4 2022224,791$24.9M2.5%−871−0.4%ReducedHolders
Q3 2022225,662$19.4M2.0%+3,438+1.5%AddedHolders
Q2 2022222,224$20.3M2.0%−80.0%ReducedHolders
Q1 2022222,232$18.2M1.5%+2,060+0.9%AddedHolders
Q4 2021220,172$16.9M1.5%+1,792+0.8%AddedHolders
Q3 2021218,380$16.4M1.6%+1,017+0.5%AddedHolders
Q2 2021217,363$16.9M1.5%+5,576+2.6%AddedHolders
Q1 2021211,787$16.3M1.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.