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
2026 Q1	$12K	Buy	+100	New	+$11.5K	﹤0.01%	3540
2025 Q3	–	Sell	-1,600	Closed	-$127K	–	3717
2025 Q2	$127K	Sell	1,600 -13,900	-90%	-$1.1M	﹤0.01%	2930
2025 Q1	$1.39M	Buy	+15,500	New	+$1.45M	﹤0.01%	1666
2023 Q1	–	Sell	-50,100	Closed	-$5.6M	–	4043
2022 Q4	$5.6M	Hold	50,100	–	–	﹤0.01%	1234
2022 Q3	$5.01K	Buy	+50,100	New	+$4.47M	﹤0.01%	1349
2022 Q2	–	Sell	-1,100	Closed	-$110K	–	4306
2022 Q1	$110K	Buy	+1,100	New	+$86.7K	﹤0.01%	3628
2021 Q4	–	Sell	-211,000	Closed	-$17.3M	–	3726
2021 Q3	$17.3M	Buy	+211,000	New	+$16M	0.01%	1017
2021 Q2	–	Sell	-104,800	Closed	-$7.55M	–	4463
2021 Q1	$7.55M	Buy	+104,800	New	+$7.73M	﹤0.01%	1148
2019 Q4	–	Sell	-41,920	Closed	-$3.37M	–	4947
2019 Q3	$3.37M	Sell	41,920 -2,620	-6%	-$210K	﹤0.01%	1371
2019 Q2	$3.56M	Buy	+44,540	New	+$3.41M	﹤0.01%	1372

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. 3,788 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.
3,788 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.