MERCK & CO. INC. · CUSIP 58933Y105 · CIK 1705399
As of 2026-06-30, Stamos Capital Partners, L.P. reported 179.80K MRK (shares), valued at $23.10M, or 3.54% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 5.53%; reported value increased 12.73%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.54% | 179,799 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 3.20% | 170,384 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 3.16% | 186,805 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 3.17% | 200,059 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 3.22% | 226,905 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.68% | 114,234 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 2.89% | 123,680 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.52% | 94,180 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.84% | 69,990 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 2.16% | 72,140 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 2.54% | 86,000 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.54% | 86,000 | $9.38M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.16% | 72,140 | $9.52M | Shares decreased 16.12%; reported value increased 1.53%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.84% | 69,990 | $8.66M | Shares decreased 2.98%; reported value decreased 8.97%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 2.52% | 94,180 | $10.70M | Shares increased 34.56%; reported value increased 23.43%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.89% | 123,680 | $12.30M | Shares increased 31.32%; reported value increased 15.04%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.68% | 114,234 | $10.25M | Shares decreased 7.64%; reported value decreased 16.66%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 3.22% | 226,905 | $17.96M | Shares increased 98.63%; reported value increased 75.17%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.17% | 200,059 | $16.79M | Shares decreased 11.83%; reported value decreased 6.52%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 3.16% | 186,805 | $19.66M | Shares decreased 6.63%; reported value increased 17.11%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 3.20% | 170,384 | $20.50M | Shares decreased 8.79%; reported value increased 4.23%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 3.54% | 179,799 | $23.10M | Shares increased 5.53%; reported value increased 12.73%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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