Annandale Capital’s Merck MRK Stock Holding History

Annandale Capital’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	$568K	Buy	4,725 +22	+0.5%	+$2.54K	0.08%	81
2025 Q4	$495K	Hold	4,703	–	–	0.06%	88
2025 Q3	$3.95M	Hold	4,703	–	–	0.07%	89
2025 Q2	$372K	Hold	4,703	–	–	0.03%	97
2025 Q1	$422K	Hold	4,703	–	–	0.03%	98
2024 Q4	$468K	Hold	4,703	–	–	0.07%	93
2024 Q3	$534K	Sell	4,703 -15	-0.3%	-$1.78K	0.07%	90
2024 Q2	$584K	Hold	4,718	–	–	0.1%	85
2024 Q1	$623K	Sell	4,718 -118	-2%	-$14.5K	0.11%	86
2023 Q4	$527K	Buy	4,836 +15	+0.3%	+$1.56K	0.1%	92
2023 Q3	$496K	Hold	4,821	–	–	0.12%	82
2023 Q2	$556K	Buy	4,821 +205	+4%	+$23.3K	0.16%	81
2023 Q1	$491K	Hold	4,616	–	–	0.16%	92
2022 Q4	$512K	Hold	4,616	–	–	0.17%	90
2022 Q3	$398K	Sell	4,616 -575	-11%	-$51.3K	0.15%	92
2022 Q2	$473K	Hold	5,191	–	–	0.19%	84
2022 Q1	$426K	Hold	5,191	–	–	0.17%	81
2021 Q4	$398K	Hold	5,191	–	–	0.18%	81
2021 Q3	$390K	Hold	5,191	–	–	0.23%	60
2021 Q2	$404K	Sell	5,191 -249	-5%	-$18.5K	0.24%	62
2021 Q1	$400K	Sell	5,440 -54	-1%	-$3.98K	0.28%	46
2020 Q4	$429K	Buy	+5,494	New	+$420K	0.36%	35

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

Annandale Capital's MRK Position: Q1 2026 in Review

Annandale Capital increased its Merck (MRK) stake by 0.47% in Q1 2026, buying an estimated $2.54K and bringing the position to 4,725 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #81.

Annandale Capital first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.95M in Q3 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Annandale Capital held 4,725 shares of Merck worth $568K as of Q1 2026.
Annandale Capital bought 22 Merck shares in Q1 2026, an estimated $2.54K.
Merck made up 0.08% of Annandale Capital's portfolio in Q1 2026, its #81 holding.
Annandale Capital first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
Annandale Capital's Merck position peaked at $3.95M in Q3 2025.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Annandale Capital's 13F filing for Q1 2026, filed 15 May 2026.