SEC 13F Intelligence

Buck Wealth Strategies, LLC / MRK

Buck Wealth Strategies, LLC’s Merck & Co Inc Position

Does Buck Wealth Strategies, LLC own Merck & Co Inc (MRK)? Yes110.1K shares worth $13M (+1.64% of its 13F portfolio) as of Q1 2026, down from 135.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
110.1K
% of Portfolio
+1.64%
Quarters Held
11
currently held

Position History MRK

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $7MQ3 ’24: $6MQ3 ’24Q4 ’24: $9MQ1 ’25: $8MQ1 ’25Q2 ’25: $10MQ3 ’25: $11MQ3 ’25Q4 ’25: $14MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026110.1K$13M+1.64%
Q4 2025135.4K$14M+1.81%
Q3 2025129.0K$11M+1.48%
Q2 2025124.6K$10M+1.50%
Q1 202594.5K$8M+1.54%
Q4 202489.5K$9M+1.85%
Q3 202452.8K$6M+1.89%
Q2 202459.9K$7M+2.19%
Q1 202469.1K$9M+3.13%
Q4 202374.1K$8M+2.99%
Q3 202356.4K$6M+2.34%

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