BFIM
MRK icon

Beese Fulmer Investment Management’s Merck MRK Stock Holding History

Beese Fulmer Investment Management’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 		$3.65M Sell
30,114
-2,862
-9% -$330K 0.23% 79
2025
Q4 		$3.5M Sell
32,976
-121,911
-79% -$11.4M 0.23% 82
2025
Q3 		$13M Sell
154,887
-12,251
-7% -$1.01M 0.9% 38
2025
Q2 		$13.2M Buy
167,138
+4,375
+3% +$348K 0.99% 35
2025
Q1 		$14.6M Buy
162,763
+920
+0.6% +$85.9K 1.26% 27
2024
Q4 		$16.1M Buy
161,843
+1,266
+0.8% +$131K 1.37% 20
2024
Q3 		$18.2M Buy
160,577
+2,058
+1% +$245K 1.57% 19
2024
Q2 		$19.6M Buy
158,519
+3,355
+2% +$432K 1.79% 14
2024
Q1 		$20.5M Sell
155,164
-378
-0.2% -$46.6K 1.93% 12
2023
Q4 		$17M Buy
155,542
+54,212
+54% +$5.63M 1.76% 13
2023
Q3 		$10.4M Buy
101,330
+689
+0.7% +$74.3K 1.18% 29
2023
Q2 		$11.6M Buy
100,641
+3,830
+4% +$435K 1.26% 27
2023
Q1 		$10.3M Buy
96,811
+1,263
+1% +$136K 1.18% 28
2022
Q4 		$10.6M Buy
95,548
+4,949
+5% +$506K 1.28% 25
2022
Q3 		$7.8M Buy
90,599
+1,797
+2% +$160K 1.05% 32
2022
Q2 		$8.1M Buy
88,802
+964
+1% +$85.5K 1.04% 34
2022
Q1 		$7.21M Sell
87,838
-951
-1% -$75K 0.78% 46
2021
Q4 		$6.8M Buy
88,789
+1,597
+2% +$127K 0.71% 48
2021
Q3 		$6.55M Buy
87,192
+1,529
+2% +$116K 0.74% 48
2021
Q2 		$6.66M Sell
85,663
-4,383
-5% -$326K 0.75% 46
2021
Q1 		$6.62M Buy
90,046
+10,250
+13% +$756K 0.8% 46
2020
Q4 		$6.23M Buy
79,796
+3,755
+5% +$287K 0.8% 44
2020
Q3 		$6.02M Sell
76,041
-2,179
-3% -$171K 0.85% 41
2020
Q2 		$5.77M Sell
78,220
-4,990
-6% -$376K 0.85% 43
2020
Q1 		$6.11M Buy
83,210
+297
+0.4% +$23.3K 1.08% 28
2019
Q4 		$7.2M Buy
82,913
+3,572
+5% +$293K 1.01% 33
2019
Q3 		$6.37M Buy
79,341
+16,628
+27% +$1.33M 0.96% 37
2019
Q2 		$5.02M Sell
62,713
-530
-0.8% -$40.6K 0.95% 42
2019
Q1 		$5.02M Buy
63,243
+231
+0.4% +$17.3K 0.99% 43
2018
Q4 		$4.59M Sell
63,012
-44
-0.1% -$3.11K 1.03% 40
2018
Q3 		$4.27M Buy
63,056
+1,307
+2% +$83.3K 0.84% 49
2018
Q2 		$3.58M Buy
61,749
+1,176
+2% +$66.3K 0.75% 55
2018
Q1 		$3.15M Buy
60,573
+2,846
+5% +$154K 0.69% 58
2017
Q4 		$3.1M Buy
57,727
+1,153
+2% +$63.9K 0.66% 60
2017
Q3 		$3.46M Buy
56,574
+2,071
+4% +$126K 0.79% 52
2017
Q2 		$3.33M Buy
54,503
+275
+0.5% +$16.7K 0.79% 51
2017
Q1 		$3.29M Buy
54,228
+1,768
+3% +$107K 0.8% 50
2016
Q4 		$2.95M Buy
52,460
+4,021
+8% +$235K 0.76% 54
2016
Q3 		$2.88M Buy
48,439
+1,155
+2% +$67.5K 0.78% 51
2016
Q2 		$2.6M Sell
47,284
-296
-0.6% -$15.8K 0.74% 50
2016
Q1 		$2.51M Buy
47,580
+4,427
+10% +$217K 0.73% 52
2015
Q4 		$2.17M Buy
43,153
+11,428
+36% +$576K 0.67% 53
2015
Q3 		$1.5M Buy
31,725
+9,063
+40% +$481K 0.49% 63
2015
Q2 		$1.23M Hold
22,662
– – 0.4% 68
2015
Q1 		$1.24M Buy
22,662
+821
+4% +$46.5K 0.42% 65
2014
Q4 		$1.18M Buy
21,841
+2,057
+10% +$115K 0.37% 70
2014
Q3 		$1.12M Buy
19,784
+1,677
+9% +$94.2K 0.36% 71
2014
Q2 		$1M Buy
18,107
+3,238
+22% +$177K 0.32% 79
2014
Q1 		$805K Buy
14,869
+5,631
+61% +$292K 0.28% 84
2013
Q4 		$441K Buy
9,238
+629
+7% +$28.8K 0.16% 104
2013
Q3 		$391K Buy
+8,609
New +$393K 0.15% 106

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

Beese Fulmer Investment Management's MRK Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Merck (MRK) stake by 8.7% in Q1 2026, selling an estimated $330K and leaving 30,114 shares worth $3.65M. The position accounts for 0.23% of the portfolio, ranked #79.

Beese Fulmer Investment Management first reported a position in MRK in Q3 2013 and has held it in 51 quarters since. The position peaked at $20.5M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Beese Fulmer Investment Management held 30,114 shares of Merck worth $3.65M as of Q1 2026.
  • Beese Fulmer Investment Management sold 2,862 Merck shares in Q1 2026, an estimated $330K.
  • Merck made up 0.23% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #79 holding.
  • Beese Fulmer Investment Management first reported a position in Merck in Q3 2013 and has held it in 51 quarters since.
  • Beese Fulmer Investment Management's Merck position peaked at $20.5M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.