AGC
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Aspen Grove Capital’s Merck MRK Stock Holding History

Aspen Grove 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 		$456K Buy
3,765
+207
+6% +$23.9K 0.09% 103
2025
Q4 		$378K Buy
3,558
+116
+3% +$10.9K 0.07% 116
2025
Q3 		$292K Sell
3,442
-1,553
-31% -$128K 0.05% 151
2025
Q2 		$399K Buy
4,995
+1,799
+56% +$143K 0.07% 134
2025
Q1 		$289K Sell
3,196
-108
-3% -$10.1K 0.06% 170
2024
Q4 		$331K Sell
3,304
-425
-11% -$43.8K 0.07% 137
2024
Q3 		$426K Buy
3,729
+57
+2% +$6.77K 0.09% 119
2024
Q2 		$457K Sell
3,672
-17
-0.5% -$2.19K 0.11% 109
2024
Q1 		$490K Buy
3,689
+700
+23% +$86.3K 0.14% 94
2023
Q4 		$318K Sell
2,989
-38
-1% -$3.94K 0.1% 120
2023
Q3 		$314K Sell
3,027
-7,189
-70% -$775K 0.12% 114
2023
Q2 		$1.19M Buy
10,216
+1,468
+17% +$167K 0.38% 59
2023
Q1 		$937K Sell
8,748
-405
-4% -$43.7K 0.41% 51
2022
Q4 		$1.02M Buy
+9,153
New +$936K 0.47% 51

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

Aspen Grove Capital's MRK Position: Q1 2026 in Review

Aspen Grove Capital increased its Merck (MRK) stake by 5.8% in Q1 2026, buying an estimated $23.9K and bringing the position to 3,765 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #103.

Aspen Grove Capital first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Aspen Grove Capital held 3,765 shares of Merck worth $456K as of Q1 2026.
  • Aspen Grove Capital bought 207 Merck shares in Q1 2026, an estimated $23.9K.
  • Merck made up 0.09% of Aspen Grove Capital's portfolio in Q1 2026, its #103 holding.
  • Aspen Grove Capital first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Aspen Grove Capital's Merck position peaked at $1.19M in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.