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American Investment Services’s Merck MRK Stock Holding History

American Investment Services’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 		$8M Buy
66,477
+10,674
+19% +$1.23M 1.78% 19
2025
Q4 		$5.87M Buy
55,803
+9,977
+22% +$937K 1.36% 22
2025
Q3 		$3.85M Buy
45,826
+16,141
+54% +$1.33M 0.92% 27
2025
Q2 		$2.35M Buy
29,685
+15,014
+102% +$1.19M 0.6% 40
2025
Q1 		$1.32M Buy
14,671
+10,951
+294% +$1.02M 0.23% 74
2024
Q4 		$370K Buy
3,720
+1,430
+62% +$147K 0.07% 121
2024
Q3 		$260K Hold
2,290
– – 0.04% 144
2024
Q2 		$284K Hold
2,290
– – 0.05% 133
2024
Q1 		$302K Buy
+2,290
New +$282K 0.05% 127
2020
Q2 		– Sell
-3,288
Closed -$241K – 138
2020
Q1 		$241K Buy
3,288
+209
+7% +$16.4K 0.09% 125
2019
Q4 		$267K Buy
3,079
+16
+0.5% +$1.31K 0.08% 123
2019
Q3 		$246K Buy
+3,063
New +$245K 0.08% 122
2017
Q4 		– Sell
-3,324
Closed -$203K – 116
2017
Q3 		$203K Buy
3,324
+11
+0.3% +$667 0.08% 110
2017
Q2 		$203K Buy
+3,313
New +$202K 0.08% 109
2016
Q3 		– Sell
-4,085
Closed -$225K – 104
2016
Q2 		$225K Sell
4,085
-212
-5% -$11.3K 0.1% 89
2016
Q1 		$217K Buy
+4,297
New +$210K 0.11% 83
2015
Q3 		– Sell
-25,775
Closed -$1.4M – 83
2015
Q2 		$1.4M Sell
25,775
-38,781
-60% -$2.17M 0.75% 17
2015
Q1 		$3.54M Sell
64,556
-64,958
-50% -$3.68M 1.92% 13
2014
Q4 		$7.02M Sell
129,514
-54,890
-30% -$3.06M 3.82% 7
2014
Q3 		$10.4M Sell
184,404
-69,107
-27% -$3.88M 5.77% 6
2014
Q2 		$14M Sell
253,511
-22,101
-8% -$1.21M 7.62% 5
2014
Q1 		$14.9M Sell
275,612
-64,923
-19% -$3.36M 8.58% 5
2013
Q4 		$16.3M Buy
340,535
+4,708
+1% +$215K 9.7% 4
2013
Q3 		$15.3M Buy
335,827
+387
+0.1% +$17.7K 9.55% 3
2013
Q2 		$14.9M Buy
+335,440
New +$15M 9.33% 3

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

American Investment Services's MRK Position: Q1 2026 in Review

American Investment Services increased its Merck (MRK) stake by 19% in Q1 2026, buying an estimated $1.23M and bringing the position to 66,477 shares worth $8M. The position accounts for 1.78% of the portfolio, ranked #19.

American Investment Services first reported a position in MRK in Q2 2013 and has held it in 25 quarters since. The position peaked at $16.3M in Q4 2013. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • American Investment Services held 66,477 shares of Merck worth $8M as of Q1 2026.
  • American Investment Services bought 10,674 Merck shares in Q1 2026, an estimated $1.23M.
  • Merck made up 1.78% of American Investment Services's portfolio in Q1 2026, its #19 holding.
  • American Investment Services first reported a position in Merck in Q2 2013 and has held it in 25 quarters since.
  • American Investment Services's Merck position peaked at $16.3M in Q4 2013.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.