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American Trust’s Merck MRK Stock Holding History

American 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
Q2 		$497K Sell
3,865
-110
-3% -$12.9K 0.04% 171
2026
Q1 		$478K Sell
3,975
-163
-4% -$18.8K 0.04% 163
2025
Q4 		$436K Buy
+4,138
New +$388K 0.04% 191
2024
Q4 		– Sell
-3,035
Closed -$345K – 336
2024
Q3 		$345K Buy
3,035
+1,256
+71% +$149K 0.03% 169
2024
Q2 		$220K Sell
1,779
-923
-34% -$119K 0.02% 217
2024
Q1 		$357K Sell
2,702
-1,800
-40% -$222K 0.03% 175
2023
Q4 		$491K Buy
4,502
+443
+11% +$46K 0.04% 144
2023
Q3 		$418K Sell
4,059
-4,614
-53% -$497K 0.03% 168
2023
Q2 		$1M Sell
8,673
-250
-3% -$28.4K 0.07% 135
2023
Q1 		$949K Sell
8,923
-8,343
-48% -$901K 0.07% 134
2022
Q4 		$1.92M Buy
17,266
+1,289
+8% +$132K 0.18% 99
2022
Q3 		$1.38M Sell
15,977
-969
-6% -$86.5K 0.12% 112
2022
Q2 		$1.54M Buy
16,946
+628
+4% +$55.7K 0.12% 108
2022
Q1 		$1.34M Sell
16,318
-1,044
-6% -$82.3K 0.09% 123
2021
Q4 		$1.33M Buy
+17,362
New +$1.38M 0.1% 88

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Trust's MRK Position: Q2 2026 in Review

American Trust reduced its Merck (MRK) stake by 2.8% in Q2 2026, selling an estimated $12.9K and leaving 3,865 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #171.

American Trust first reported a position in MRK in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.92M in Q4 2022. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • American Trust held 3,865 shares of Merck worth $497K as of Q2 2026.
  • American Trust sold 110 Merck shares in Q2 2026, an estimated $12.9K.
  • Merck made up 0.04% of American Trust's portfolio in Q2 2026, its #171 holding.
  • American Trust first reported a position in Merck in Q4 2021 and has held it in 15 quarters since.
  • American Trust's Merck position peaked at $1.92M in Q4 2022.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.