AMG
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Advisors Management Group’s Merck MRK Stock Holding History

Advisors Management Group’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 		$6.14M Sell
51,089
-7,536
-13% -$870K 1.12% 23
2025
Q4 		$6.17M Sell
58,625
-10,482
-15% -$984K 1.12% 25
2025
Q3 		$5.8M Buy
69,107
+2,167
+3% +$178K 1.02% 30
2025
Q2 		$5.3M Buy
66,940
+44,523
+199% +$3.54M 1% 31
2025
Q1 		$2.01M Buy
22,417
+514
+2% +$48K 0.44% 60
2024
Q4 		$2.18M Sell
21,903
-136
-0.6% -$14K 0.52% 59
2024
Q3 		$2.5M Buy
22,039
+68
+0.3% +$8.08K 0.59% 56
2024
Q2 		$2.72M Sell
21,971
-213
-1% -$27.4K 0.68% 51
2024
Q1 		$2.93M Sell
22,184
-265
-1% -$32.7K 0.73% 45
2023
Q4 		$2.45M Sell
22,449
-97
-0.4% -$10.1K 0.66% 50
2023
Q3 		$2.32M Sell
22,546
-228
-1% -$24.6K 0.7% 51
2023
Q2 		$2.63M Sell
22,774
-265
-1% -$30.1K 0.78% 43
2023
Q1 		$2.45M Sell
23,039
-51
-0.2% -$5.51K 0.78% 45
2022
Q4 		$2.56M Sell
23,090
-83
-0.4% -$8.48K 0.97% 37
2022
Q3 		$2M Buy
23,173
+277
+1% +$24.7K 0.79% 46
2022
Q2 		$2.09M Buy
22,896
+20,117
+724% +$1.78M 0.73% 46
2022
Q1 		$228K Buy
+2,779
New +$219K 0.08% 117

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

Advisors Management Group's MRK Position: Q1 2026 in Review

Advisors Management Group reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $870K and leaving 51,089 shares worth $6.14M. The position accounts for 1.12% of the portfolio, ranked #23.

Advisors Management Group first reported a position in MRK in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.17M in Q4 2025. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Advisors Management Group held 51,089 shares of Merck worth $6.14M as of Q1 2026.
  • Advisors Management Group sold 7,536 Merck shares in Q1 2026, an estimated $870K.
  • Merck made up 1.12% of Advisors Management Group's portfolio in Q1 2026, its #23 holding.
  • Advisors Management Group first reported a position in Merck in Q1 2022 and has held it in 17 quarters since.
  • Advisors Management Group's Merck position peaked at $6.17M in Q4 2025.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.