SEC 13F Intelligence

W.g. Shaheen & Associates Dba Whitney & Co / MRK

W.g. Shaheen & Associates Dba Whitney & Co’s Merck & Co Inc Position

Does W.g. Shaheen & Associates Dba Whitney & Co own Merck & Co Inc (MRK)? Yes — 109.2K shares worth $13M (+1.09% of its 13F portfolio) as of Q1 2026, down from 110.3K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
109.2K
% of Portfolio
+1.09%
Quarters Held
30
currently held

Position History MRK

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $9MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ4 ’21Q1 ’22: $11MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $14MQ4 ’22Q1 ’23: $12MQ2 ’23: $13MQ3 ’23: $12MQ4 ’23: $12MQ4 ’23Q1 ’24: $15MQ2 ’24: $14MQ3 ’24: $13MQ4 ’24: $11MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $12MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.2K$13M+1.09%
Q4 2025110.3K$12M+0.92%
Q3 2025110.6K$9M+0.84%
Q2 2025111.1K$9M+0.87%
Q1 2025110.5K$10M+1.05%
Q4 2024109.7K$11M+1.15%
Q3 2024110.3K$13M+1.34%
Q2 2024110.2K$14M+1.57%
Q1 2024112.1K$15M+1.76%
Q4 2023113.7K$12M+1.60%
Q3 2023115.0K$12M+1.78%
Q2 2023116.6K$13M+1.93%
Q1 2023117.3K$12M+1.98%
Q4 2022127.9K$14M+2.60%
Q3 2022128.5K$11M+2.15%
Q2 2022128.2K$12M+2.13%
Q1 2022128.3K$11M+1.62%
Q4 2021127.9K$10M+1.44%
Q3 2021127.1K$10M+1.53%
Q2 2021125.5K$10M+1.56%
Q1 2021123.3K$10M+1.67%
Q4 2020121.1K$10M+1.57%
Q3 2020120.1K$10M+1.87%
Q2 2020119.4K$9M+1.89%
Q1 2020119.3K$9M+2.26%
Q4 201995.2K$9M+1.72%
Q3 201997.0K$8M+1.70%
Q2 201994.0K$8M+1.77%
Q1 201993.8K$7M+1.67%
Q4 201891.8K$7M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See W.g. Shaheen & Associates Dba Whitney & Co’s full portfolio or all institutional holders of MRK.