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American Trust Investment Advisors’s Merck MRK Stock Holding History

American Trust 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 		$299K Hold
2,483
– – 0.17% 61
2025
Q4 		$261K Hold
2,483
– – 0.14% 67
2025
Q3 		$208K Sell
2,483
-840
-25% -$69.2K 0.11% 80
2025
Q2 		$263K Sell
3,323
-8,150
-71% -$648K 0.13% 74
2025
Q1 		$1.03M Buy
11,473
+2,690
+31% +$251K 0.43% 46
2024
Q4 		$874K Buy
8,783
+1,650
+23% +$170K 0.36% 49
2024
Q3 		$810K Buy
7,133
+3,745
+111% +$445K 0.33% 49
2024
Q2 		$419K Sell
3,388
-220
-6% -$28.3K 0.2% 61
2024
Q1 		$476K Sell
3,608
-183
-5% -$22.6K 0.23% 57
2023
Q4 		$413K Hold
3,791
– – 0.21% 56
2023
Q3 		$390K Hold
3,791
– – 0.22% 59
2023
Q2 		$437K Buy
3,791
+8
+0.2% +$908 0.25% 60
2023
Q1 		$402K Hold
3,783
– – 0.24% 57
2022
Q4 		$420K Hold
3,783
– – 0.27% 55
2022
Q3 		$326K Hold
3,783
– – 0.21% 62
2022
Q2 		$345K Hold
3,783
– – 0.22% 61
2022
Q1 		$310K Buy
3,783
+105
+3% +$8.28K 0.16% 71
2021
Q4 		$282K Buy
3,678
+215
+6% +$17.1K 0.14% 76
2021
Q3 		$260K Hold
3,463
– – 0.15% 74
2021
Q2 		$269K Buy
3,463
+557
+19% +$41.4K 0.14% 71
2021
Q1 		$214K Sell
2,906
-29
-1% -$2.14K 0.12% 76
2020
Q4 		$229K Hold
2,935
– – 0.14% 70
2020
Q3 		$232K Hold
2,935
– – 0.17% 65
2020
Q2 		$217K Hold
2,935
– – 0.18% 59
2020
Q1 		$216K Hold
2,935
– – 0.22% 51
2019
Q4 		$255K Buy
2,935
+123
+4% +$10.1K 0.19% 64
2019
Q3 		$226K Hold
2,812
– – 0.17% 69
2019
Q2 		$225K Hold
2,812
– – 0.17% 71
2019
Q1 		$223K Sell
2,812
-262
-9% -$19.6K 0.17% 68
2018
Q4 		$224K Hold
3,074
– – 0.2% 61
2018
Q3 		$208K Buy
+3,074
New +$196K 0.16% 71

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

American Trust Investment Advisors held its Merck (MRK) position steady in Q1 2026 at 2,483 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #61.

American Trust Investment Advisors first reported a position in MRK in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.03M in Q1 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • American Trust Investment Advisors held 2,483 shares of Merck worth $299K as of Q1 2026.
  • American Trust Investment Advisors left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.17% of American Trust Investment Advisors's portfolio in Q1 2026, its #61 holding.
  • American Trust Investment Advisors first reported a position in Merck in Q3 2018 and has held it in 31 quarters since.
  • American Trust Investment Advisors's Merck position peaked at $1.03M in Q1 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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