Stack Financial Management, Inc: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on MRK, newest first. How the timeline and the estimate are built.
Stack Financial Management, Inc held 212,862 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 212,862 sharesChange vs previous 13F +3,215 shares
2.13% of the 13F portfolio, value $27,352,767.
13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 209,647 sharesChange vs previous 13F -734 shares
1.85% of the 13F portfolio, value $25,218,438.
13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 210,381 sharesChange vs previous 13F -5,917 shares
1.69% of the 13F portfolio, value $22,144,705.
13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 216,298 sharesChange vs previous 13F -461 shares
1.51% of the 13F portfolio, value $18,153,892.
13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 216,759 sharesChange vs previous 13F -4,025 shares
1.52% of the 13F portfolio, value $17,158,643.
13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 220,784 sharesChange vs previous 13F -4,556 shares
1.65% of the 13F portfolio, value $19,817,572.
13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 225,340 sharesChange vs previous 13F +1,064 shares
2.05% of the 13F portfolio, value $22,416,824.
13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 224,276 sharesChange vs previous 13F not available
2.29% of the 13F portfolio, value $25,468,783.
13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).