David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Merck & Co., Inc. (MRK)
← All MRK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,671 0.02 Reduce 41.61% 0.01 $104.43–125.14 · VW $116.62i $201,005 SEC
2025   Q4 2,862 0.03 Reduce 0.28% <0.01 $82.01–107.59 · VW $98.29i $301,254 SEC
2025   Q3 2,870 0.02 Reduce 1.54% <0.01 $76.66–87.84 · VW $82.81i $240,879 SEC
2025   Q2 2,915 0.02 Reduce 1.05% <0.01 $73.31–89.75 · VW $80.74i $230,751 SEC
2025   Q1 2,946 0.03 Add 2.94% <0.01 $81.04–102.97 · VW $91.26i $264,433 SEC
2024   Q4 2,862 0.03 $99.48 $284,712 SEC
2024   Q3 2,862 0.04 $113.56 $325,009 SEC
2024   Q2 2,862 0.04 $123.69 $354,000 SEC
2024   Q1 2,862 0.05 Reduce 12.93% <0.01 $109.16–133.10 · VW $124.74i $377,641 SEC
2023   Q4 3,287 0.05 Add 0.95% <0.01 $99.14–109.24 · VW $105.80i $358,349 SEC
2023   Q3 3,256 0.05 Reduce 15.32% <0.01 $102.71–114.62 · VW $106.76i $335,205 SEC
2023   Q2 3,845 0.06 Reduce 4.47% <0.01 $105.57–119.65 · VW $113.54i $443,675 SEC
2023   Q1 4,025 0.06 Reduce 3.59% <0.01 $101.75–115.49 · VW $107.88i $428,220 SEC
2022   Q4 4,175 0.07 Reduce 14.18% <0.01 $86.02–112.89 · VW $103.29i $463,216 SEC
2022   Q3 4,865 0.07 $86.13 $419,000 SEC
2022   Q2 4,865 0.07 Reduce 97.12% 1.82 $81.64–95.72 · VW $89.51i $444,000 SEC
2022   Q1 169,043 1.87 Add 2.68% 0.05 $72.88–83.38 · VW $79.44i $13,870,000 SEC
2021   Q4 164,624 1.64 Reduce 5.93% 0.11 $71.50–91.40 · VW $79.85i $12,617,000 SEC
2021   Q3 175,000 1.85 Add 1.24% 0.02 $70.89–79.23 · VW $75.08i $13,144,000 SEC
2021   Q2 172,852 1.93 Add 16.25% 0.27 $69.51–78.09 · VW $75.12i $13,443,000 SEC
2021   Q1 148,688 1.63 Add 17.32% 0.24 $68.44–81.68 · VW $74.56i $10,937,000 SEC
2020   Q4 126,742 1.67 Add 6.66% 0.10 $70.55–81.27 · VW $76.63i $9,893,000 SEC
2020   Q3 118,830 1.83 Reduce 12.87% 0.25 $72.56–83.78 · VW $78.50i $9,405,000 SEC
2020   Q2 136,381 1.93 Add 10.28% 0.18 $69.65–80.79 · VW $74.74i $10,063,000 SEC
2020   Q1 123,673 2.07 Add 16.53% 0.29 $62.26–87.92 · VW $74.53i $9,080,000 SEC
2019   Q4 106,131 1.50 Add 1.21% 0.02 $76.57–88.40 · VW $83.92i $9,211,000 SEC
2019   Q3 104,857 1.50 Add 1.43% 0.02 $75.03–83.35 · VW $79.57i $8,423,000 SEC
2019   Q2 103,381 1.49 Add 20.25% 0.25 $68.92–82.54 · VW $77.16i $8,271,000 SEC
2019   Q1 85,970 1.19 Reduce 27.25% 0.44 $68.75–79.65 · VW $75.92i $6,823,000 SEC
2018   Q4 118,164 1.63 Reduce 20.57% 0.34 $63.07–76.52 · VW $70.83i $8,615,000 SEC
2018   Q3 148,763 1.63 Reduce 19.97% 0.36 $57.18–68.30 · VW $64.39i $10,070,000 SEC
2018   Q2 185,873 1.80 Reduce 0.60% <0.01 $50.41–60.08 · VW $56.14i $10,766,000 SEC
2018   Q1 187,002 1.62 Add 3.08% 0.05 $50.54–60.86 · VW $54.46i $9,719,000 SEC
2017   Q4 181,410 1.55 Add 17.02% 0.23 $51.17–61.93 · VW $55.60i $9,740,000 SEC
2017   Q3 155,026 1.56 Add 1.43% 0.02 $58.36–63.37 · VW $60.94i $9,472,000 SEC
2017   Q2 152,840 1.60 Add 3.75% 0.06 $59.04–63.36 · VW $61.18i $9,347,000 SEC
2017   Q1 147,312 1.57 Add 8.43% 0.12 $56.35–63.74 · VW $60.24i $8,932,000 SEC
2016   Q4 135,862 1.29 Add 11.09% 0.13 $55.62–62.46 · VW $58.09i $7,632,000 SEC
2016   Q3 122,301 1.28 Add 13.17% 0.15 $54.56–61.07 · VW $58.39i $7,283,000 SEC
2016   Q2 108,072 1.16 Add 11.46% 0.12 $50.04–55.22 · VW $53.41i $5,941,000 SEC
2016   Q1 96,958 0.97 Add 2.83% 0.03 $45.77–51.15 · VW $49.13i $4,895,000 SEC
2015   Q4 94,288 0.92 Add 4.56% 0.04 $46.14–53.22 · VW $49.92i $4,752,000 SEC
2015   Q3 90,179 0.61 Add 3.90% 0.02 $43.60–57.32 · VW $49.35i $4,250,000 SEC
2015   Q2 86,793 0.59 Add 9.32% 0.05 $53.65–58.87 · VW $55.61i $4,715,000 SEC
2015   Q1 79,390 0.50 Add 2.58% 0.01 $53.09–60.71 · VW $56.22i $4,354,000 SEC
2014   Q4 77,396 0.47 Add 6.58% 0.03 $50.09–59.35 · VW $54.54i $4,194,000 SEC
2014   Q3 72,619 0.48 Add 2.95% 0.01 $53.02–58.52 · VW $56.04i $4,108,000 SEC
2014   Q2 70,539 0.44 Add 3.76% 0.02 $51.91–57.10 · VW $54.74i $3,894,000 SEC
2014   Q1 67,980 0.44 Reduce 10.31% 0.05 $47.04–55.01 · VW $52.07i $3,682,000 SEC
2013   Q4 75,797 0.44 Add 23.46% 0.08 $42.58–48.11 · VW $46.15i $3,620,000 SEC
2013   Q3 61,392 0.38 Add 1.92% <0.01 $43.92–46.83 · VW $45.39i $2,789,000 SEC
2013   Q2 60,237 0.37 Add 33.27% 0.09 $41.77–47.86 · VW $44.65i $2,670,000 SEC
2013   Q1 45,200 0.28 Add 12.11% 0.03 $38.96–43.34 · VW $41.49i $1,906,000 SEC
2012   Q4 40,317 0.26 Reduce 0.24% <0.01 $38.19–45.80 · VW $41.02i $1,575,000 SEC
2012   Q3 40,416 0.26 Add 6.30% 0.02 $39.18–43.61 · VW $41.94i $1,739,000 SEC
2012   Q2 38,021 0.22 Add 5.35% 0.01 $35.32–39.84 · VW $38.33i $1,515,000 SEC
2012   Q1 36,090 0.17 Add 10.87% 0.02 $35.22–37.62 · VW $36.49i $1,322,000 SEC
2011   Q4 32,553 0.17 Add 9.10% 0.01 $29.14–36.16 · VW $33.76i $1,171,000 SEC
2011   Q3 29,837 0.14 Add 23.00% 0.03 $28.12–34.89 · VW $31.40i $931,000 SEC
2011   Q2 24,257 0.10 Add 4.38% <0.01 $31.49–35.93 · VW $33.70i $817,000 SEC
2011   Q1 23,240 0.09 Add 29.03% 0.02 $29.64–35.90 · VW $32.34i $732,000 SEC
2010   Q4 18,012 0.08 Add 40.74% 0.02 $32.39–35.95 · VW $34.24i $619,000 SEC
2010   Q3 12,798 0.07 Add 6.17% <0.01 $32.11–35.86 · VW $34.36i $450,000 SEC
2010   Q2 12,054 0.05 $33.35 $402,000 SEC
2010   Q1 12,054 0.05 Reduce 11.54% <0.01 $34.12–39.66 · VW $36.47i $430,000 SEC
2009   Q4 13,626 0.05 Buy 0.05 $28.90–36.66 · VW $33.48i $475,000 SEC
Price snapshot:
Current price$124.03
Avg. buy price$66.47
+/- since buy86.61%
52-week low$74.18
52-week high$130.29