Alley Investment Management Company’s Merck MRK Stock Holding History

Alley Investment Management Company’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 Q2	–	Sell	-51,258	Closed	-$4.6M	–	88
2025 Q1	$4.6M	Sell	51,258 -53,729	-51%	-$5.02M	0.58%	53
2024 Q4	$10.4M	Sell	104,987 -11,414	-10%	-$1.18M	1.32%	34
2024 Q3	$13.2M	Sell	116,401 -16,202	-12%	-$1.92M	1.67%	27
2024 Q2	$16.4M	Sell	132,603 -6,530	-5%	-$841K	2.24%	18
2024 Q1	$18.4M	Sell	139,133 -807	-0.6%	-$99.5K	2.53%	10
2023 Q4	$15.3M	Buy	139,940 +7,434	+6%	+$772K	2.23%	18
2023 Q3	$13.6M	Buy	132,506 +938	+0.7%	+$101K	2.32%	15
2023 Q2	$15.2M	Buy	131,568 +700	+0.5%	+$79.5K	2.45%	13
2023 Q1	$13.9M	Buy	130,868 +2,613	+2%	+$282K	2.32%	14
2022 Q4	$14.2M	Buy	128,255 +378	+0.3%	+$38.6K	2.45%	13
2022 Q3	$11M	Sell	127,877 -78	-0.1%	-$6.96K	2.2%	15
2022 Q2	$11.7M	Sell	127,955 -612	-0.5%	-$54.3K	2.2%	18
2022 Q1	$10.5M	Buy	+128,567	New	+$10.1M	1.74%	27

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Alley Investment Management Company's MRK Position: Q2 2025 in Review

Alley Investment Management Company sold out of Merck (MRK) in Q2 2025, closing a stake of 51,258 shares — an estimated $4.6M sold.

Alley Investment Management Company first reported a position in MRK in Q1 2022 and held it in 13 quarters. The position peaked at $18.4M in Q1 2024. 3,329 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Alley Investment Management Company reported no remaining Merck position as of Q2 2025 after selling out during the quarter.
Alley Investment Management Company sold 51,258 Merck shares in Q2 2025, an estimated $4.6M.
Alley Investment Management Company first reported a position in Merck in Q1 2022 and held it in 13 quarters.
Alley Investment Management Company's Merck position peaked at $18.4M in Q1 2024.
3,329 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Alley Investment Management Company's 13F filing for Q2 2025, filed 18 Jul 2025.