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CARRET ASSET MANAGEMENT, LLC: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARRET ASSET MANAGEMENT, LLC on MRK, newest first. How the timeline and the estimate are built.

CARRET ASSET MANAGEMENT, LLC held 78,520 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,520 shares
    Change vs previous 13F -203 shares

    0.88% of the 13F portfolio, value $10,089,805.

    13F-HR 0001140361-26-031277 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,723 shares
    Change vs previous 13F -2,448 shares

    0.93% of the 13F portfolio, value $9,469,575.

    13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,171 shares
    Change vs previous 13F -770 shares

    0.81% of the 13F portfolio, value $8,544,047.

    13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 81,941 shares
    Change vs previous 13F +259 shares

    0.67% of the 13F portfolio, value $6,877,349.

    13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 81,682 shares
    Change vs previous 13F -431 shares

    0.69% of the 13F portfolio, value $6,465,947.

    13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,113 shares
    Change vs previous 13F +1,463 shares

    0.83% of the 13F portfolio, value $7,370,463.

    13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 80,650 shares
    Change vs previous 13F +374 shares

    0.88% of the 13F portfolio, value $8,023,062.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,276 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $9,116,143.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).