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Merck & Co shares owned by Caldwell Trust

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Merck & Co

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All positions including Merck & Co held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 46k 83.93
2021-12-31 $4.2M 55k 76.64
2021-09-30 $4.1M 55k 75.11
2021-06-30 $3.9M 51k 77.77
2021-03-31 $3.7M 48k 77.09
2020-12-31 $3.6M 44k 81.80
2020-09-30 $3.6M 44k 82.95
2020-06-30 $3.5M 45k 77.33
2020-03-31 $3.6M 46k 76.94
2019-12-31 $4.2M 46k 90.95