Barbara Oil Co’s Merck MRK Stock Holding History

Barbara Oil Co’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	$7.49M	Hold	62,295	–	–	2.89%	10
2025 Q4	$6.61M	Hold	62,295	–	–	2.45%	11
2025 Q3	$5.23M	Hold	62,295	–	–	1.95%	13
2025 Q2	$4.93M	Hold	62,295	–	–	1.94%	13
2025 Q1	$5.59M	Hold	62,295	–	–	2.27%	13
2024 Q4	$6.2M	Hold	62,295	–	–	2.57%	9
2024 Q3	$7.07M	Hold	62,295	–	–	2.89%	9
2024 Q2	$7.71M	Hold	62,295	–	–	3.37%	7
2024 Q1	$8.22M	Hold	62,295	–	–	3.47%	6
2023 Q4	$6.79M	Hold	62,295	–	–	3.06%	8
2023 Q3	$6.41M	Hold	62,295	–	–	3.04%	7
2023 Q2	$7.19M	Hold	62,295	–	–	3.29%	7
2023 Q1	$6.63M	Hold	62,295	–	–	3.18%	7
2022 Q4	$6.91M	Hold	62,295	–	–	3.3%	7
2022 Q3	$5.37M	Hold	62,295	–	–	2.94%	9
2022 Q2	$5.68M	Hold	62,295	–	–	2.94%	9
2022 Q1	$5.11M	Hold	62,295	–	–	2.34%	11
2021 Q4	$4.77M	Hold	62,295	–	–	2.06%	12
2021 Q3	$4.68M	Hold	62,295	–	–	2.19%	12
2021 Q2	$4.84M	Sell	62,295 -2,990	-5%	-$222K	2.23%	12
2021 Q1	$4.8M	Hold	65,285	–	–	2.31%	11
2020 Q4	$5.1M	Hold	65,285	–	–	2.57%	9
2020 Q3	$5.17M	Hold	65,285	–	–	2.83%	8
2020 Q2	$4.82M	Hold	65,285	–	–	2.79%	9
2020 Q1	$4.79M	Hold	65,285	–	–	3.2%	8
2019 Q4	$5.67M	Hold	65,285	–	–	3.01%	9
2019 Q3	$5.24M	Hold	65,285	–	–	2.97%	9
2019 Q2	$5.22M	Hold	65,285	–	–	2.99%	9
2019 Q1	$5.18M	Hold	65,285	–	–	3.07%	8
2018 Q4	$4.76M	Hold	65,285	–	–	3.22%	7
2018 Q3	$4.42M	Hold	65,285	–	–	2.6%	8
2018 Q2	$3.78M	Hold	65,285	–	–	2.43%	11
2018 Q1	$3.39M	Hold	65,285	–	–	2.2%	11
2017 Q4	$3.5M	Hold	65,285	–	–	2.24%	12
2017 Q3	$3.99M	Hold	65,285	–	–	2.76%	9
2017 Q2	$3.99M	Hold	65,285	–	–	2.87%	9
2017 Q1	$3.96M	Hold	65,285	–	–	2.94%	8
2016 Q4	$3.67M	Hold	65,285	–	–	2.85%	9
2016 Q3	$3.89M	Hold	65,285	–	–	3.1%	6
2016 Q2	$3.59M	Hold	65,285	–	–	2.89%	7
2016 Q1	$3.3M	Hold	65,285	–	–	2.78%	9
2015 Q4	$3.29M	Hold	65,285	–	–	2.77%	10
2015 Q3	$3.08M	Hold	65,285	–	–	2.73%	10
2015 Q2	$3.55M	Hold	65,285	–	–	2.95%	7
2015 Q1	$3.58M	Hold	65,285	–	–	2.93%	8
2014 Q4	$3.54M	Hold	65,285	–	–	2.87%	8
2014 Q3	$3.69M	Hold	65,285	–	–	3.12%	6
2014 Q2	$3.6M	Hold	65,285	–	–	3.07%	7
2014 Q1	$3.54M	Hold	65,285	–	–	3.12%	8
2013 Q4	$3.12M	Buy	+65,285	New	+$2.98M	2.71%	8

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

Barbara Oil Co's MRK Position: Q1 2026 in Review

Barbara Oil Co held its Merck (MRK) position steady in Q1 2026 at 62,295 shares worth $7.49M. The position accounts for 2.89% of the portfolio, ranked #10.

Barbara Oil Co first reported a position in MRK in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.22M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Barbara Oil Co held 62,295 shares of Merck worth $7.49M as of Q1 2026.
Barbara Oil Co left its Merck share count unchanged in Q1 2026.
Merck made up 2.89% of Barbara Oil Co's portfolio in Q1 2026, its #10 holding.
Barbara Oil Co first reported a position in Merck in Q4 2013 and has held it in 50 quarters since.
Barbara Oil Co's Merck position peaked at $8.22M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.