Bank of Montreal’s Merck MRK Stock Holding History

Bank of Montreal’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
2025 Q4	–	Sell	-50,000	Closed	-$4.2M	–	3747
2025 Q3	$4.2M	Hold	50,000	–	–	﹤0.01%	1369
2025 Q2	$3.96M	Sell	50,000 -9,000	-15%	-$715K	﹤0.01%	1344
2025 Q1	$5.3M	Buy	+59,000	New	+$5.51M	﹤0.01%	1149
2024 Q4	–	Sell	-6,400	Closed	-$728K	–	3803
2024 Q3	$728K	Buy	+6,400	New	+$760K	﹤0.01%	2195
2024 Q2	–	Sell	-12,400	Closed	-$1.63M	–	4115
2024 Q1	$1.63M	Buy	+12,400	New	+$1.53M	﹤0.01%	1738
2022 Q4	–	Sell	-100,000	Closed	-$10K	–	4178
2022 Q3	$10K	Hold	100,000	–	–	﹤0.01%	990
2022 Q2	$10K	Hold	100,000	–	–	﹤0.01%	1068
2022 Q1	$10M	Buy	+100,000	New	+$7.88M	﹤0.01%	1143
2020 Q2	–	Sell	-65,500	Closed	-$4.8M	–	4759
2020 Q1	$4.8M	Buy	65,500 +8,489	+15%	+$667K	0.01%	1001
2019 Q4	$4.95M	Buy	57,011 +25,781	+83%	+$2.12M	﹤0.01%	1366
2019 Q3	$2.51M	Buy	31,230 +20,750	+198%	+$1.66M	﹤0.01%	1535
2019 Q2	$839K	Buy	+10,480	New	+$802K	﹤0.01%	2161
2016 Q2	–	Sell	-105	Closed	-$5K	–	4236
2016 Q1	$5K	Buy	+105	New	+$5.14K	﹤0.01%	3787
2014 Q2	–	Sell	-83,840	Closed	-$4.54M	–	4769
2014 Q1	$4.54M	Buy	+83,840	New	+$4.34M	0.01%	978

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's MRK Position: Q1 2026 in Review

Bank of Montreal reduced its Merck (MRK) stake by 10% in Q1 2026, selling an estimated $62.5M and leaving 4,831,161 shares worth $581M. The position accounts for 0.22% of the portfolio, ranked #84.

Bank of Montreal first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $867M in Q1 2024. 3,790 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Bank of Montreal held 4,831,161 shares of Merck worth $581M as of Q1 2026.
Bank of Montreal sold 541,040 Merck shares in Q1 2026, an estimated $62.5M.
Merck made up 0.22% of Bank of Montreal's portfolio in Q1 2026, its #84 holding.
Bank of Montreal first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Merck position peaked at $867M in Q1 2024.
3,790 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.