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MRK icon

Addison Advisors’s Merck MRK Stock Holding History

Addison Advisors’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
Q1 		$768K Buy
6,381
+105
+2% +$12.1K 0.17% 98
2025
Q4 		$661K Sell
6,276
-73
-1% -$6.85K 0.15% 104
2025
Q3 		$533K Buy
6,349
+333
+6% +$27.4K 0.12% 120
2025
Q2 		$476K Buy
6,016
+488
+9% +$38.8K 0.12% 127
2025
Q1 		$496K Sell
5,528
-147
-3% -$13.7K 0.14% 111
2024
Q4 		$565K Sell
5,675
-186
-3% -$19.2K 0.16% 96
2024
Q3 		$666K Sell
5,861
-385
-6% -$45.7K 0.18% 88
2024
Q2 		$773K Buy
6,246
+331
+6% +$42.6K 0.25% 76
2024
Q1 		$780K Hold
5,915
– – 0.27% 70
2023
Q4 		$645K Buy
5,915
+1,047
+22% +$109K 0.25% 74
2023
Q3 		$501K Sell
4,868
-8
-0.2% -$862 0.23% 79
2023
Q2 		$563K Sell
4,876
-347
-7% -$39.4K 0.28% 73
2023
Q1 		$556K Sell
5,223
-272
-5% -$29.4K 0.31% 71
2022
Q4 		$610K Sell
5,495
-724
-12% -$74K 0.36% 59
2022
Q3 		$536K Buy
6,219
+42
+0.7% +$3.75K 0.33% 61
2022
Q2 		$563K Buy
6,177
+330
+6% +$29.3K 0.34% 62
2022
Q1 		$480K Buy
5,847
+1,054
+22% +$83.1K 0.26% 75
2021
Q4 		$367K Buy
4,793
+2,699
+129% +$215K 0.23% 78
2021
Q3 		$157K Buy
2,094
+10
+0.5% +$761 0.13% 95
2021
Q2 		$162K Buy
+2,084
New +$155K 0.13% 96
2020
Q4 		$188K Buy
+2,404
New +$184K 0.18% 79

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Addison Advisors's MRK Position: Q1 2026 in Review

Addison Advisors increased its Merck (MRK) stake by 1.7% in Q1 2026, buying an estimated $12.1K and bringing the position to 6,381 shares worth $768K. The position accounts for 0.17% of the portfolio, ranked #98.

Addison Advisors first reported a position in MRK in Q4 2020 and has held it in 21 quarters since. The position peaked at $780K in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Addison Advisors held 6,381 shares of Merck worth $768K as of Q1 2026.
  • Addison Advisors bought 105 Merck shares in Q1 2026, an estimated $12.1K.
  • Merck made up 0.17% of Addison Advisors's portfolio in Q1 2026, its #98 holding.
  • Addison Advisors first reported a position in Merck in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Merck position peaked at $780K in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.