APM
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Advanced Portfolio Management’s Merck MRK Stock Holding History

Advanced Portfolio 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
2025
Q4 		– Sell
-4,021
Closed -$316K – 106
2025
Q3 		$316K Hold
4,021
– – 0.82% 36
2025
Q2 		$318K Hold
4,021
– – 0.89% 39
2025
Q1 		$361K Buy
+4,021
New +$375K 0.73% 42

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advanced Portfolio Management's MRK Position: Q4 2025 in Review

Advanced Portfolio Management sold out of Merck (MRK) in Q4 2025, closing a stake of 4,021 shares — an estimated $316K sold.

Advanced Portfolio Management first reported a position in MRK in Q1 2025 and held it in 3 quarters. The position peaked at $361K in Q1 2025. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Advanced Portfolio Management reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 4,021 Merck shares in Q4 2025, an estimated $316K.
  • Advanced Portfolio Management first reported a position in Merck in Q1 2025 and held it in 3 quarters.
  • Advanced Portfolio Management's Merck position peaked at $361K in Q1 2025.
  • 3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.