SEC 13F Intelligence

Wallace Advisory Group, LLC / MRK

Wallace Advisory Group, LLC’s Merck & Co Inc Position

Does Wallace Advisory Group, LLC own Merck & Co Inc (MRK)? Yes115.4K shares worth $14M (+14.83% of its 13F portfolio) as of Q1 2026, down from 115.4K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
115.4K
% of Portfolio
+14.83%
Quarters Held
14
currently held

Position History MRK

Reported value by quarter
Q4 ’22: $13MQ4 ’22Q1 ’23: $12MQ2 ’23: $12MQ2 ’23Q3 ’23: $13MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ2 ’24Q3 ’24: $14MQ4 ’24: $13MQ4 ’24Q1 ’25: $12MQ2 ’25: $10MQ2 ’25Q3 ’25: $9MQ4 ’25: $12MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026115.4K$14M+14.83%
Q4 2025115.4K$12M+12.75%
Q3 2025115.7K$9M+7.36%
Q2 2025116.0K$10M+7.56%
Q1 2025116.0K$12M+7.98%
Q4 2024115.8K$13M+9.09%
Q3 2024115.7K$14M+10.48%
Q2 2024115.7K$14M+10.31%
Q1 2024116.5K$13M+9.54%
Q4 2023117.0K$12M+9.43%
Q3 2023117.0K$13M+9.69%
Q2 2023117.4K$12M+9.51%
Q1 2023117.4K$12M+9.50%
Q4 2022117.4K$13M+10.28%

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