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Massachusetts Wealth Management: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Massachusetts Wealth Management on MRK, newest first. How the timeline and the estimate are built.

Massachusetts Wealth Management held 23,717 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,717 shares
    Change vs previous 13F +110 shares

    1.16% of the 13F portfolio, value $3,047,634.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    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 23,607 shares
    Change vs previous 13F +600 shares

    1.23% of the 13F portfolio, value $2,839,686.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    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 23,007 shares
    Change vs previous 13F +808 shares

    1.13% of the 13F portfolio, value $2,421,717.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    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 22,199 shares
    Change vs previous 13F +225 shares

    0.92% of the 13F portfolio, value $1,863,162.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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 21,974 shares
    Change vs previous 13F +75 shares

    0.98% of the 13F portfolio, value $1,739,462.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    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 21,899 shares
    Change vs previous 13F -550 shares

    1.35% of the 13F portfolio, value $1,965,654.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    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 22,449 shares
    Change vs previous 13F -25 shares

    1.38% of the 13F portfolio, value $2,233,227.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    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 22,474 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,552,147.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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