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PATTEN & PATTEN INC/TN: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATTEN & PATTEN INC/TN on MRK, newest first. How the timeline and the estimate are built.

PATTEN & PATTEN INC/TN held 99,256 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,256 shares
    Change vs previous 13F -814 shares

    0.68% of the 13F portfolio, value $12,754,428.

    13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
    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 100,070 shares
    Change vs previous 13F -1,355 shares

    0.73% of the 13F portfolio, value $12,037,363.

    13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
    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 101,425 shares
    Change vs previous 13F -7,763 shares

    0.63% of the 13F portfolio, value $10,676,019.

    13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
    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 109,188 shares
    Change vs previous 13F -1,428 shares

    0.54% of the 13F portfolio, value $9,164,168.

    13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
    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 110,616 shares
    Change vs previous 13F -9,434 shares

    0.57% of the 13F portfolio, value $8,756,380.

    13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
    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 120,050 shares
    Change vs previous 13F -4,460 shares

    0.72% of the 13F portfolio, value $10,775,708.

    13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
    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 124,510 shares
    Change vs previous 13F -1,136 shares

    0.82% of the 13F portfolio, value $12,386,277.

    13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
    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 125,646 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $14,268,385.

    13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

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