Alpha Family Trust’s Merck MRK Stock Holding History

Alpha Family Trust’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	$719K	Hold	5,975	–	–	0.35%	47
2025 Q4	$629K	Hold	5,975	–	–	0.29%	63
2025 Q3	$501K	Hold	5,975	–	–	0.24%	75
2025 Q2	$473K	Buy	5,975 +1,820	+44%	+$145K	0.23%	80
2025 Q1	$373K	Sell	4,155 -3,020	-42%	-$282K	0.22%	88
2024 Q4	$714K	Buy	7,175 +1,620	+29%	+$167K	0.4%	42
2024 Q3	$631K	Hold	5,555	–	–	0.35%	53
2024 Q2	$688K	Hold	5,555	–	–	0.4%	45
2024 Q1	$733K	Hold	5,555	–	–	0.44%	41
2023 Q4	$606K	Hold	5,555	–	–	0.41%	44
2023 Q3	$572K	Sell	5,555 -1,115	-17%	-$120K	0.44%	48
2023 Q2	$770K	Hold	6,670	–	–	0.54%	31
2023 Q1	$710K	Buy	6,670 +1,115	+20%	+$120K	0.56%	30
2022 Q4	$616K	Buy	5,555 +1,400	+34%	+$143K	0.56%	40
2022 Q3	$358K	Buy	4,155 +1,060	+34%	+$94.6K	0.27%	25
2022 Q2	$282K	Buy	+3,095	New	+$274K	0.18%	39

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

Alpha Family Trust's MRK Position: Q1 2026 in Review

Alpha Family Trust held its Merck (MRK) position steady in Q1 2026 at 5,975 shares worth $719K. The position accounts for 0.35% of the portfolio, ranked #47.

Alpha Family Trust first reported a position in MRK in Q2 2022 and has held it in 16 quarters since. The position peaked at $770K in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Alpha Family Trust held 5,975 shares of Merck worth $719K as of Q1 2026.
Alpha Family Trust left its Merck share count unchanged in Q1 2026.
Merck made up 0.35% of Alpha Family Trust's portfolio in Q1 2026, its #47 holding.
Alpha Family Trust first reported a position in Merck in Q2 2022 and has held it in 16 quarters since.
Alpha Family Trust's Merck position peaked at $770K in Q2 2023.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.