Joel Greenblatt's MRK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 592,307 shares of Merck & Co., Inc. (MRK) worth $49.71 M, representing 0.22% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MRK, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 783,513 shares. Largest reduction occurred in Q2 2016, reducing 742,335 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Merck & Co (MRK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Merck & Co (MRK) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +24,879 | Add 0.00% | 24,878 | $44.34 |
| Q3 2013 | -24,878 | Sold Out | 0 | $0.00 |
| Q1 2014 | +3,738 | New Buy | 3,738 | $54.04 |
| Q2 2014 | +129,195 | Add 3456.26% | 132,933 | $55.20 |
| Q3 2014 | +429,371 | Add 323.00% | 562,304 | $56.57 |
| Q4 2014 | +533,539 | Add 94.88% | 1.1 M | $54.19 |
| Q1 2015 | -386,601 | Reduce 35.28% | 709,242 | $54.85 |
| Q2 2015 | -709,242 | Sold Out | 0 | $0.00 |
| Q3 2015 | +6,125 | New Buy | 6,125 | $47.18 |
| Q4 2015 | +783,513 | Add 12792.05% | 789,638 | $50.40 |
| Q1 2016 | +518,850 | Add 65.71% | 1.31 M | $50.49 |
| Q2 2016 | -742,335 | Reduce 56.73% | 566,153 | $54.97 |
| Q3 2016 | -219,490 | Reduce 38.77% | 346,663 | $59.55 |
| Q4 2016 | -45,821 | Reduce 13.22% | 300,842 | $56.17 |
| Q1 2017 | +503,321 | Add 167.30% | 804,163 | $60.63 |
| Q2 2017 | -677,919 | Reduce 84.30% | 126,244 | $61.15 |
| Q3 2017 | +35,480 | Add 28.10% | 161,724 | $61.10 |
| Q4 2017 | +588,967 | Add 364.18% | 750,691 | $53.69 |
| Q1 2018 | +27,421 | Add 3.65% | 778,112 | $51.98 |
| Q2 2018 | -369,273 | Reduce 47.46% | 408,839 | $57.92 |
| Q3 2018 | -32,995 | Reduce 8.07% | 375,844 | $67.69 |
| Q4 2018 | +96,271 | Add 25.61% | 472,115 | $72.91 |
| Q1 2019 | +47,456 | Add 10.05% | 519,571 | $79.36 |
| Q2 2019 | +111,163 | Add 21.40% | 630,734 | $80.01 |
| Q3 2019 | +14,449 | Add 2.29% | 645,183 | $80.32 |
| Q4 2019 | -264,047 | Reduce 40.93% | 381,136 | $86.79 |
| Q1 2020 | -67,448 | Reduce 17.70% | 313,688 | $73.42 |
| Q2 2020 | -30,554 | Reduce 9.74% | 283,134 | $73.79 |
| Q3 2020 | -109,265 | Reduce 38.59% | 173,869 | $79.15 |
| Q4 2020 | -55,880 | Reduce 32.14% | 117,989 | $78.05 |
| Q1 2021 | +59,704 | Add 50.60% | 177,693 | $73.56 |
| Q2 2021 | -36,982 | Reduce 20.81% | 140,711 | $77.77 |
| Q3 2021 | +19,085 | Add 13.56% | 159,796 | $75.11 |
| Q4 2021 | +86,773 | Add 54.30% | 246,569 | $76.64 |
| Q1 2022 | -68,360 | Reduce 27.72% | 178,209 | $82.05 |
| Q2 2022 | +7,032 | Add 3.95% | 185,241 | $91.17 |
| Q3 2022 | -5,895 | Reduce 3.18% | 179,346 | $86.12 |
| Q4 2022 | -4,209 | Reduce 2.35% | 175,137 | $110.95 |
| Q1 2023 | -3,695 | Reduce 2.11% | 171,442 | $106.39 |
| Q2 2023 | -84,621 | Reduce 49.36% | 86,821 | $115.39 |
| Q3 2023 | +3,551 | Add 4.09% | 90,372 | $102.95 |
| Q4 2023 | +53,836 | Add 59.57% | 144,208 | $109.02 |
| Q1 2024 | +32,700 | Add 22.68% | 176,908 | $131.95 |
| Q2 2024 | -39,263 | Reduce 22.19% | 137,645 | $123.80 |
| Q3 2024 | +171,279 | Add 124.44% | 308,924 | $113.56 |
| Q4 2024 | +116,094 | Add 37.58% | 425,018 | $99.48 |
| Q1 2025 | -29,603 | Reduce 6.97% | 395,415 | $89.76 |
| Q2 2025 | +83,666 | Add 21.16% | 479,081 | $79.16 |
| Q3 2025 | +113,226 | Add 23.63% | 592,307 | $83.93 |
Joel Greenblatt's Merck & Co Investment FAQs
Joel Greenblatt first purchased Merck & Co., Inc. (MRK) in Q2 2013, acquiring 24,878 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Merck & Co., Inc. (MRK) for 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to Merck & Co., Inc. (MRK) was in Q4 2015, adding 789,638 shares worth $39.8 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 592,307 shares of Merck & Co., Inc. (MRK), valued at approximately $49.71 M.
As of the Q3 2025 filing, Merck & Co., Inc. (MRK) represents approximately 0.22% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Merck & Co., Inc. (MRK) was 1,308,488 shares, as reported at the end of Q1 2016.