Advisory Alpha’s Merck MRK Stock Holding History

Advisory Alpha’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	$867K	Buy	7,203 +33	+0.5%	+$3.81K	0.02%	219
2025 Q4	$755K	Buy	7,170 +1,087	+18%	+$102K	0.02%	232
2025 Q3	$545K	Buy	6,083 +2,354	+63%	+$194K	0.02%	281
2025 Q2	$295K	Sell	3,729 -197	-5%	-$15.7K	0.01%	373
2025 Q1	$352K	Sell	3,926 -85	-2%	-$7.94K	0.01%	311
2024 Q4	$399K	Buy	4,011 +168	+4%	+$17.3K	0.01%	262
2024 Q3	$437K	Sell	3,843 -85	-2%	-$10.1K	0.02%	254
2024 Q2	$486K	Sell	3,928 -240	-6%	-$30.9K	0.02%	214
2024 Q1	$550K	Sell	4,168 -764	-15%	-$94.2K	0.02%	205
2023 Q4	$538K	Buy	4,932 +2,057	+72%	+$214K	0.02%	196
2023 Q3	$296K	Buy	2,875 +228	+9%	+$24.6K	0.02%	237
2023 Q2	$306K	Buy	+2,647	New	+$301K	0.02%	252
2020 Q4	–	Sell	-1,702	Closed	-$130K	–	440
2020 Q3	$130K	Buy	+1,702	New	+$133K	0.03%	126
2020 Q2	–	Sell	-1,195	Closed	-$92.2K	–	414
2020 Q1	$92.2K	Buy	1,195 +116	+11%	+$9.12K	0.03%	151
2019 Q4	$92.2K	Sell	1,079 -23	-2%	-$1.89K	0.02%	216
2019 Q3	$88.6K	Buy	+1,102	New	+$88.3K	0.03%	184
2019 Q2	–	Sell	-891	Closed	-$66.6K	–	446
2019 Q1	$66.6K	Buy	+891	New	+$66.6K	0.02%	197

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha's MRK Position: Q1 2026 in Review

Advisory Alpha increased its Merck (MRK) stake by 0.46% in Q1 2026, buying an estimated $3.81K and bringing the position to 7,203 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #219.

Advisory Alpha first reported a position in MRK in Q1 2019 and has held it in 17 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Advisory Alpha held 7,203 shares of Merck worth $867K as of Q1 2026.
Advisory Alpha bought 33 Merck shares in Q1 2026, an estimated $3.81K.
Merck made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #219 holding.
Advisory Alpha first reported a position in Merck in Q1 2019 and has held it in 17 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.