Aufman Associates’s Merck MRK Stock Holding History

Aufman Associates’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	$442K	Sell	3,675 -29	-0.8%	-$3.35K	0.22%	34
2025 Q4	$390K	Sell	3,704 -29	-0.8%	-$2.72K	0.2%	38
2025 Q3	$313K	Buy	3,733 +29	+0.8%	+$2.39K	0.18%	44
2025 Q2	$293K	Buy	3,704 +100	+3%	+$7.95K	0.18%	45
2025 Q1	$323K	Hold	3,604	–	–	0.22%	37
2024 Q4	$359K	Sell	3,604 -464	-11%	-$47.8K	0.24%	35
2024 Q3	$462K	Buy	+4,068	New	+$483K	0.3%	30

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

Aufman Associates's MRK Position: Q1 2026 in Review

Aufman Associates reduced its Merck (MRK) stake by 0.78% in Q1 2026, selling an estimated $3.35K and leaving 3,675 shares worth $442K. The position accounts for 0.22% of the portfolio, ranked #34.

Aufman Associates first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. The position peaked at $462K in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Aufman Associates held 3,675 shares of Merck worth $442K as of Q1 2026.
Aufman Associates sold 29 Merck shares in Q1 2026, an estimated $3.35K.
Merck made up 0.22% of Aufman Associates's portfolio in Q1 2026, its #34 holding.
Aufman Associates first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
Aufman Associates's Merck position peaked at $462K in Q3 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.