AIFAIM
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American Institute for Advanced Investment Management’s Merck MRK Stock Holding History

American Institute for Advanced 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
Q2 		$488K Hold
3,795
– – 0.28% 95
2026
Q1 		$457K Hold
3,795
– – 0.3% 92
2025
Q4 		$399K Sell
3,795
-47
-1% -$4.41K 0.26% 98
2025
Q3 		$322K Sell
3,842
-45
-1% -$3.71K 0.21% 109
2025
Q2 		$308K Hold
3,887
– – 0.22% 109
2025
Q1 		$349K Sell
3,887
-45
-1% -$4.2K 0.27% 94
2024
Q4 		$391K Sell
3,932
-203
-5% -$20.9K 0.29% 85
2024
Q3 		$470K Hold
4,135
– – 0.34% 78
2024
Q2 		$512K Hold
4,135
– – 0.39% 68
2024
Q1 		$546K Sell
4,135
-25
-0.6% -$3.08K 0.43% 67
2023
Q4 		$454K Hold
4,160
– – 0.4% 67
2023
Q3 		$428K Buy
4,160
+508
+14% +$54.8K 0.4% 72
2023
Q2 		$421K Sell
3,652
-29
-0.8% -$3.29K 0.37% 75
2023
Q1 		$392K Buy
3,681
+29
+0.8% +$3.13K 0.42% 64
2022
Q4 		$405K Hold
3,652
– – 0.37% 73
2022
Q3 		$315K Buy
3,652
+125
+4% +$11.2K 0.29% 77
2022
Q2 		$322K Hold
3,527
– – 0.28% 80
2022
Q1 		$289K Hold
3,527
– – 0.21% 96
2021
Q4 		$270K Buy
3,527
+36
+1% +$2.87K 0.18% 105
2021
Q3 		$262K Sell
3,491
-276
-7% -$21K 0.19% 106
2021
Q2 		$293K Sell
3,767
-490
-12% -$36.4K 0.21% 91
2021
Q1 		$313K Sell
4,257
-1,229
-22% -$90.7K 0.24% 85
2020
Q4 		$428K Buy
5,486
+94
+2% +$7.19K 0.34% 68
2020
Q3 		$427K Sell
5,392
-288
-5% -$22.6K 0.38% 62
2020
Q2 		$419K Buy
5,680
+1,923
+51% +$145K 0.4% 62
2020
Q1 		$276K Hold
3,757
– – 0.3% 73
2019
Q4 		$326K Buy
+3,757
New +$309K 0.31% 70

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Institute for Advanced Investment Management's MRK Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Merck (MRK) position steady in Q2 2026 at 3,795 shares worth $488K. The position accounts for 0.28% of the portfolio, ranked #95.

American Institute for Advanced Investment Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $546K in Q1 2024. 2,689 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • American Institute for Advanced Investment Management held 3,795 shares of Merck worth $488K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.28% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #95 holding.
  • American Institute for Advanced Investment Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Merck position peaked at $546K in Q1 2024.
  • 2,689 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.