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Berkeley Inc’s Merck MRK Stock Holding History

Berkeley Inc’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 		$431K Hold
3,583
– – 0.14% 61
2025
Q4 		$377K Buy
3,583
+10
+0.3% +$939 0.12% 63
2025
Q3 		$300K Sell
3,573
-8,586
-71% -$707K 0.1% 67
2025
Q2 		$962K Sell
12,159
-9,761
-45% -$776K 0.35% 45
2025
Q1 		$1.97M Sell
21,920
-6,273
-22% -$586K 0.92% 29
2024
Q4 		$2.8M Sell
28,193
-28,307
-50% -$2.92M 1.45% 24
2024
Q3 		$6.42M Buy
56,500
+28,308
+100% +$3.36M 1.87% 20
2024
Q2 		$3.49M Sell
28,192
-680
-2% -$87.6K 2.17% 19
2024
Q1 		$3.81M Buy
28,872
+201
+0.7% +$24.8K 2.31% 18
2023
Q4 		$3.13M Sell
28,671
-347
-1% -$36K 1.97% 20
2023
Q3 		$2.99M Sell
29,018
-69
-0.2% -$7.44K 2.04% 17
2023
Q2 		$3.36M Buy
29,087
+75
+0.3% +$8.52K 2.26% 16
2023
Q1 		$3.09M Sell
29,012
-671
-2% -$72.4K 2.24% 16
2022
Q4 		$3.29M Sell
29,683
-1,731
-6% -$177K 2.49% 13
2022
Q3 		$2.71M Buy
31,414
+881
+3% +$78.6K 2.28% 14
2022
Q2 		$2.78M Buy
30,533
+1,269
+4% +$113K 2.23% 14
2022
Q1 		$2.4M Buy
29,264
+4,495
+18% +$354K 1.68% 19
2021
Q4 		$1.9M Buy
24,769
+14,852
+150% +$1.18M 1.26% 23
2021
Q3 		$745K Buy
9,917
+443
+5% +$33.7K 0.55% 47
2021
Q2 		$737K Sell
9,474
-389
-4% -$28.9K 0.53% 47
2021
Q1 		$726K Buy
9,863
+227
+2% +$16.7K 0.54% 48
2020
Q4 		$752K Buy
+9,636
New +$737K 0.61% 46

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

Berkeley Inc's MRK Position: Q1 2026 in Review

Berkeley Inc held its Merck (MRK) position steady in Q1 2026 at 3,583 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #61.

Berkeley Inc first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.42M in Q3 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Berkeley Inc held 3,583 shares of Merck worth $431K as of Q1 2026.
  • Berkeley Inc left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.14% of Berkeley Inc's portfolio in Q1 2026, its #61 holding.
  • Berkeley Inc first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Berkeley Inc's Merck position peaked at $6.42M in Q3 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.