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Athena Investment Management’s Merck MRK Stock Holding History

Athena Investment Management’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 		$976K Sell
7,598
-1,179
-13% -$138K 0.58% 44
2026
Q1 		$1.06M Hold
8,777
– – 0.55% 44
2025
Q4 		$924K Buy
8,777
+130
+2% +$12.2K 0.47% 49
2025
Q3 		$726K Buy
8,647
+240
+3% +$19.8K 0.38% 63
2025
Q2 		$666K Hold
8,407
– – 0.37% 70
2025
Q1 		$755K Sell
8,407
-13
-0.2% -$1.21K 0.46% 52
2024
Q4 		$838K Hold
8,420
– – 0.49% 53
2024
Q3 		$956K Hold
8,420
– – 0.55% 44
2024
Q2 		$1.04M Sell
8,420
-147
-2% -$18.9K 0.63% 39
2024
Q1 		$1.13M Buy
8,567
+1
+0% +$123 0.68% 35
2023
Q4 		$934K Buy
8,566
+1
+0% +$104 0.61% 41
2023
Q3 		$882K Buy
8,565
+1
+0% +$108 0.63% 35
2023
Q2 		$988K Sell
8,564
-143
-2% -$16.2K 0.68% 34
2023
Q1 		$926K Sell
8,707
-5
-0.1% -$540 0.67% 35
2022
Q4 		$967K Buy
8,712
+54
+0.6% +$5.52K 0.71% 36
2022
Q3 		$746K Buy
8,658
+56
+0.7% +$5K 0.63% 39
2022
Q2 		$784K Buy
8,602
+1,084
+14% +$96.1K 0.62% 39
2022
Q1 		$620K Buy
+7,518
New +$593K 0.48% 52

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

Athena Investment Management's MRK Position: Q2 2026 in Review

Athena Investment Management reduced its Merck (MRK) stake by 13% in Q2 2026, selling an estimated $138K and leaving 7,598 shares worth $976K. The position accounts for 0.58% of the portfolio, ranked #44.

Athena Investment Management first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Athena Investment Management held 7,598 shares of Merck worth $976K as of Q2 2026.
  • Athena Investment Management sold 1,179 Merck shares in Q2 2026, an estimated $138K.
  • Merck made up 0.58% of Athena Investment Management's portfolio in Q2 2026, its #44 holding.
  • Athena Investment Management first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Merck position peaked at $1.13M in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.