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Avalon Trust’s Merck MRK Stock Holding History

Avalon Trust’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 		$1.59M Buy
13,259
+709
+6% +$81.9K 0.11% 59
2025
Q4 		$1.32M Sell
12,550
-5,750
-31% -$540K 0.09% 64
2025
Q3 		$1.54M Sell
18,300
-501
-3% -$41.3K 0.1% 59
2025
Q2 		$1.49M Sell
18,801
-16,491
-47% -$1.31M 0.11% 63
2025
Q1 		$3.17M Sell
35,292
-155,796
-82% -$14.5M 0.25% 49
2024
Q4 		$19M Sell
191,088
-1,063
-0.6% -$110K 1.35% 23
2024
Q3 		$21.8M Buy
192,151
+2,195
+1% +$261K 1.61% 21
2024
Q2 		$23.5M Sell
189,956
-385
-0.2% -$49.6K 1.86% 17
2024
Q1 		$25.1M Buy
190,341
+467
+0.2% +$57.6K 2.06% 13
2023
Q4 		$20.7M Buy
189,874
+944
+0.5% +$98K 1.89% 16
2023
Q3 		$19.5M Buy
188,930
+1,000
+0.5% +$108K 1.93% 18
2023
Q2 		$21.7M Sell
187,930
-75
-0% -$8.52K 1.96% 18
2023
Q1 		$20M Buy
+188,005
New +$20.3M 1.98% 20

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

Avalon Trust's MRK Position: Q1 2026 in Review

Avalon Trust increased its Merck (MRK) stake by 5.6% in Q1 2026, buying an estimated $81.9K and bringing the position to 13,259 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #59.

Avalon Trust first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. The position peaked at $25.1M in Q1 2024. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Avalon Trust held 13,259 shares of Merck worth $1.59M as of Q1 2026.
  • Avalon Trust bought 709 Merck shares in Q1 2026, an estimated $81.9K.
  • Merck made up 0.11% of Avalon Trust's portfolio in Q1 2026, its #59 holding.
  • Avalon Trust first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Merck position peaked at $25.1M in Q1 2024.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.