Academy Capital Management’s Merck MRK Stock Holding History

Academy Capital Management’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Hold	2,469	–	–	0.04%	32
2026 Q1	$297K	Sell	2,469 -55	-2%	-$6.35K	0.04%	33
2025 Q4	$266K	Hold	2,524	–	–	0.04%	37
2025 Q3	$212K	Sell	2,524 -16	-0.6%	-$1.32K	0.03%	39
2025 Q2	$201K	Hold	2,540	–	–	0.03%	39
2025 Q1	$228K	Hold	2,540	–	–	0.04%	35
2024 Q4	$253K	Buy	+2,540	New	+$262K	0.04%	32
2015 Q4	–	Sell	-126,435	Closed	-$5.96M	–	49
2015 Q3	$5.96M	Sell	126,435 -2,678	-2%	-$142K	1.18%	32
2015 Q2	$7.01M	Sell	129,113 -12,456	-9%	-$699K	1.45%	32
2015 Q1	$7.76M	Buy	141,569 +4,966	+4%	+$281K	1.53%	32
2014 Q4	$7.4M	Sell	136,603 -559	-0.4%	-$31.1K	1.47%	31
2014 Q3	$7.76M	Buy	137,162 +1,335	+1%	+$75K	1.68%	25
2014 Q2	$7.5M	Sell	135,827 -1,352	-1%	-$73.8K	1.53%	28
2014 Q1	$7.43M	Sell	137,179 -526	-0.4%	-$27.2K	1.59%	24
2013 Q4	$6.58M	Sell	137,705 -1,404	-1%	-$64.2K	1.5%	27
2013 Q3	$6.32M	Sell	139,109 -752	-0.5%	-$34.3K	1.6%	27
2013 Q2	$6.2M	Buy	+139,861	New	+$6.25M	1.59%	27

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Academy Capital Management's MRK Position: Q2 2026 in Review

Academy Capital Management held its Merck (MRK) position steady in Q2 2026 at 2,469 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #32.

Academy Capital Management first reported a position in MRK in Q2 2013 and has held it in 17 quarters since. The position peaked at $7.76M in Q1 2015. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Academy Capital Management held 2,469 shares of Merck worth $317K as of Q2 2026.
Academy Capital Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.04% of Academy Capital Management's portfolio in Q2 2026, its #32 holding.
Academy Capital Management first reported a position in Merck in Q2 2013 and has held it in 17 quarters since.
Academy Capital Management's Merck position peaked at $7.76M in Q1 2015.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Academy Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.