AIM
MRK icon

Advyzon Investment Management’s Merck MRK Stock Holding History

Advyzon Investment 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
Q1 		$2.48M Buy
20,654
+1,565
+8% +$181K 0.22% 107
2025
Q4 		$2.01M Buy
19,089
+6,883
+56% +$646K 0.23% 104
2025
Q3 		$1.02M Buy
12,206
+3,073
+34% +$253K 0.18% 125
2025
Q2 		$723K Buy
9,133
+453
+5% +$36K 0.16% 127
2025
Q1 		$779K Buy
8,680
+1,248
+17% +$117K 0.28% 73
2024
Q4 		$739K Buy
+7,432
New +$766K 0.29% 71

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

Advyzon Investment Management's MRK Position: Q1 2026 in Review

Advyzon Investment Management increased its Merck (MRK) stake by 8.2% in Q1 2026, buying an estimated $181K and bringing the position to 20,654 shares worth $2.48M. The position accounts for 0.22% of the portfolio, ranked #107.

Advyzon Investment Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Advyzon Investment Management held 20,654 shares of Merck worth $2.48M as of Q1 2026.
  • Advyzon Investment Management bought 1,565 Merck shares in Q1 2026, an estimated $181K.
  • Merck made up 0.22% of Advyzon Investment Management's portfolio in Q1 2026, its #107 holding.
  • Advyzon Investment Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.