Wellington Shields Capital Management, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on MRK, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 32,841 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 32,841 sharesChange vs previous 13F +2,601 shares
0.34% of the 13F portfolio, value $4,220,022.
13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 10,175 shares
- Wellington Shields & Co., LLC: 22,666 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,240 sharesChange vs previous 13F -229 shares
0.34% of the 13F portfolio, value $3,637,557.
13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 6,974 shares
- Wellington Shields & Co., LLC: 23,266 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,469 sharesChange vs previous 13F -1,257 shares
0.29% of the 13F portfolio, value $3,207,175.
13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 7,103 shares
- Wellington Shields & Co., LLC: 23,366 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,726 sharesChange vs previous 13F -8,105 shares
0.26% of the 13F portfolio, value $2,662,774.
13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 7,435 shares
- Wellington Shields & Co., LLC: 24,291 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,831 sharesChange vs previous 13F +2,257 shares
0.33% of the 13F portfolio, value $3,153,030.
13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 9,934 shares
- Wellington Shields & Co., LLC: 29,897 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,574 sharesChange vs previous 13F -145,794 shares
0.39% of the 13F portfolio, value $3,372,654.
13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 11,433 shares
- Wellington Shields & Co., LLC: 26,141 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 183,368 sharesChange vs previous 13F +145,050 shares
0.4% of the 13F portfolio, value $3,546,295.
13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 157,152 shares
- Wellington Shields & Co., LLC: 26,216 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,318 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $4,351,348.
13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 11,902 shares
- Wellington Shields & Co., LLC: 26,416 shares
Acceptance time not in the bulk data set (spec §4.2).