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AIMZ Investment Advisors’s Merck MRK Stock Holding History

AIMZ Investment 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 		$3.05M Sell
25,324
-308
-1% -$35.6K 0.94% 36
2025
Q4 		$2.7M Sell
25,632
-298
-1% -$28K 0.77% 41
2025
Q3 		$2.18M Sell
25,930
-403
-2% -$33.2K 0.68% 48
2025
Q2 		$2.08M Sell
26,333
-565
-2% -$44.9K 0.7% 48
2025
Q1 		$2.41M Buy
26,898
+298
+1% +$27.8K 0.84% 40
2024
Q4 		$2.65M Sell
26,600
-199
-0.7% -$20.5K 0.92% 34
2024
Q3 		$3.04M Buy
26,799
+76
+0.3% +$9.03K 1.04% 33
2024
Q2 		$3.31M Sell
26,723
-720
-3% -$92.7K 1.19% 26
2024
Q1 		$3.62M Sell
27,443
-849
-3% -$105K 1.35% 22
2023
Q4 		$3.08M Sell
28,292
-168
-0.6% -$17.4K 1.25% 25
2023
Q3 		$2.93M Sell
28,460
-99
-0.3% -$10.7K 1.3% 26
2023
Q2 		$3.3M Sell
28,559
-164
-0.6% -$18.6K 1.42% 20
2023
Q1 		$3.06M Sell
28,723
-649
-2% -$70.1K 1.37% 23
2022
Q4 		$3.26M Sell
29,372
-228
-0.8% -$23.3K 1.54% 22
2022
Q3 		$2.55M Sell
29,600
-99
-0.3% -$8.84K 1.29% 25
2022
Q2 		$2.71M Sell
29,699
-249
-0.8% -$22.1K 1.3% 29
2022
Q1 		$2.46M Sell
29,948
-771
-3% -$60.8K 1.01% 37
2021
Q4 		$2.35M Sell
30,719
-16
-0.1% -$1.27K 0.92% 41
2021
Q3 		$2.31M Sell
30,735
-473
-2% -$36K 1.04% 35
2021
Q2 		$2.43M Sell
31,208
-1,130
-3% -$84K 1.09% 34
2021
Q1 		$2.38M Buy
32,338
+21,928
+211% +$1.62M 1.16% 33
2020
Q4 		$812K Buy
10,410
+2
+0% +$153 0.43% 61
2020
Q3 		$824K Buy
10,408
+1
+0% +$78 0.49% 53
2020
Q2 		$768K Buy
10,407
+1
+0% +$75 0.5% 54
2020
Q1 		$764K Sell
10,406
-77
-0.7% -$6.05K 0.59% 52
2019
Q4 		$910K Sell
10,483
-390
-4% -$32K 0.59% 55
2019
Q3 		$873K Sell
10,873
-25
-0.2% -$2K 0.6% 56
2019
Q2 		$872K Buy
10,898
+1
+0% +$77 0.6% 56
2019
Q1 		$865K Sell
10,897
-418
-4% -$31.3K 0.59% 56
2018
Q4 		$825K Buy
11,315
+2
+0% +$141 0.64% 55
2018
Q3 		$766K Buy
11,313
+1
+0% +$64 0.49% 60
2018
Q2 		$655K Buy
11,312
+1
+0% +$56 0.46% 65
2018
Q1 		$588K Sell
11,311
-104
-0.9% -$5.62K 0.43% 65
2017
Q4 		$613K Sell
11,415
-104
-0.9% -$5.77K 0.46% 65
2017
Q3 		$704K Buy
11,519
+3
+0% +$182 0.58% 57
2017
Q2 		$704K Sell
11,516
-52
-0.4% -$3.17K 0.59% 59
2017
Q1 		$701K Buy
11,568
+1
+0% +$61 0.59% 60
2016
Q4 		$650K Sell
11,567
-104
-0.9% -$6.09K 0.58% 58
2016
Q3 		$695K Buy
11,671
+47
+0.4% +$2.75K 0.62% 56
2016
Q2 		$639K Sell
11,624
-11,158
-49% -$594K 0.59% 59
2016
Q1 		$1.2M Buy
22,782
+11,209
+97% +$549K 0.53% 60
2015
Q4 		$583K Buy
11,573
+1
+0% +$50 0.53% 60
2015
Q3 		$545K Buy
11,572
+315
+3% +$16.7K 0.5% 63
2015
Q2 		$611K Buy
11,257
+50
+0.4% +$2.8K 0.53% 61
2015
Q1 		$615K Buy
11,207
+734
+7% +$41.6K 0.53% 58
2014
Q4 		$567K Buy
+10,473
New +$584K 0.51% 60

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

AIMZ Investment Advisors's MRK Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Merck (MRK) stake by 1.2% in Q1 2026, selling an estimated $35.6K and leaving 25,324 shares worth $3.05M. The position accounts for 0.94% of the portfolio, ranked #36.

AIMZ Investment Advisors first reported a position in MRK in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.62M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • AIMZ Investment Advisors held 25,324 shares of Merck worth $3.05M as of Q1 2026.
  • AIMZ Investment Advisors sold 308 Merck shares in Q1 2026, an estimated $35.6K.
  • Merck made up 0.94% of AIMZ Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • AIMZ Investment Advisors first reported a position in Merck in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's Merck position peaked at $3.62M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.