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 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 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

Athena Investment Management's MRK Position: Q1 2026 in Review

Athena Investment Management held its Merck (MRK) position steady in Q1 2026 at 8,777 shares worth $1.06M. The position accounts for 0.55% of the portfolio, ranked #44.

Athena Investment Management first reported a position in MRK in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Athena Investment Management held 8,777 shares of Merck worth $1.06M as of Q1 2026.
Athena Investment Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.55% of Athena Investment Management's portfolio in Q1 2026, its #44 holding.
Athena Investment Management first reported a position in Merck in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Merck position peaked at $1.13M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.