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Annis Gardner Whiting Capital Advisors’s Merck MRK Stock Holding History

Annis Gardner Whiting Capital 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 		$981K Sell
8,133
-575
-7% -$66.4K 0.16% 113
2025
Q4 		$919K Buy
8,708
+3,344
+62% +$314K 0.17% 107
2025
Q3 		$453K Buy
5,364
+1,166
+28% +$96K 0.09% 173
2025
Q2 		$335K Sell
4,198
-22
-0.5% -$1.75K 0.12% 157
2025
Q1 		$382K Sell
4,220
-1,062
-20% -$99.2K 0.16% 124
2024
Q4 		$529K Sell
5,282
-507
-9% -$52.3K 0.15% 123
2024
Q3 		$661K Sell
5,789
-1,366
-19% -$162K 0.19% 102
2024
Q2 		$891K Buy
7,155
+132
+2% +$17K 0.25% 73
2024
Q1 		$931K Buy
7,023
+3,117
+80% +$384K 0.33% 55
2023
Q4 		$428K Buy
3,906
+428
+12% +$44.4K 0.19% 99
2023
Q3 		$361K Buy
+3,478
New +$375K 0.19% 95

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

Annis Gardner Whiting Capital Advisors's MRK Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Merck (MRK) stake by 6.6% in Q1 2026, selling an estimated $66.4K and leaving 8,133 shares worth $981K. The position accounts for 0.16% of the portfolio, ranked #113.

Annis Gardner Whiting Capital Advisors first reported a position in MRK in Q3 2023 and has held it in 11 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 8,133 shares of Merck worth $981K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 575 Merck shares in Q1 2026, an estimated $66.4K.
  • Merck made up 0.16% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #113 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Merck in Q3 2023 and has held it in 11 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.