SEC 13F Intelligence

Greystone Financial Group, LLC / MRK

Greystone Financial Group, LLC’s Merck & Co Inc Position

Does Greystone Financial Group, LLC own Merck & Co Inc (MRK)? Not currently — the last reported position was 84.0K shares worth $8M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2024
Shares
84.0K
% of Portfolio
+1.45%
Quarters Held
10
position exited

Position History MRK

Reported value by quarter
Q3 ’22: $622,000Q3 ’22Q4 ’22: $777,205Q1 ’23: $755,092Q1 ’23Q2 ’23: $811,206Q3 ’23: $661,248Q3 ’23Q4 ’23: $699,908Q1 ’24: $847,251Q1 ’24Q2 ’24: $1MQ3 ’24: $1MQ3 ’24Q4 ’24: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202484.0K$8M+1.45%
Q3 202413.0K$1M+0.26%
Q2 20249.7K$1M+0.23%
Q1 20246.4K$847,251+0.17%
Q4 20236.4K$699,908+0.16%
Q3 20236.4K$661,248+0.16%
Q2 20237.0K$811,206+0.19%
Q1 20237.1K$755,092+0.19%
Q4 20227.0K$777,205+0.23%
Q3 20227.2K$622,000+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of MRK.