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Bigelow Investment Advisors’s Merck MRK Stock Holding History

Bigelow Investment Advisors’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 		$746K Sell
6,203
-511
-8% -$59K 0.3% 86
2025
Q4 		$707K Sell
6,714
-408
-6% -$38.3K 0.28% 90
2025
Q3 		$598K Sell
7,122
-518
-7% -$42.7K 0.24% 95
2025
Q2 		$605K Sell
7,640
-1,170
-13% -$93K 0.27% 95
2025
Q1 		$791K Sell
8,810
-3,670
-29% -$343K 0.38% 79
2024
Q4 		$1.24M Sell
12,480
-1,046
-8% -$108K 0.58% 48
2024
Q3 		$1.54M Sell
13,526
-528
-4% -$62.7K 0.68% 40
2024
Q2 		$1.74M Sell
14,054
-335
-2% -$43.2K 0.83% 30
2024
Q1 		$1.9M Sell
14,389
-1,012
-7% -$125K 0.93% 30
2023
Q4 		$1.68M Sell
15,401
-300
-2% -$31.1K 0.91% 29
2023
Q3 		$1.62M Sell
15,701
-53
-0.3% -$5.71K 0.93% 28
2023
Q2 		$1.82M Buy
15,754
+95
+0.6% +$10.8K 0.99% 24
2023
Q1 		$1.67M Sell
15,659
-527
-3% -$56.9K 0.96% 26
2022
Q4 		$1.8M Sell
16,186
-410
-2% -$41.9K 1.04% 23
2022
Q3 		$1.43M Buy
16,596
+465
+3% +$41.5K 0.85% 32
2022
Q2 		$1.47M Buy
16,131
+666
+4% +$59K 0.81% 36
2022
Q1 		$1.27M Buy
15,465
+231
+2% +$18.2K 0.59% 48
2021
Q4 		$1.17M Buy
15,234
+32
+0.2% +$2.55K 0.53% 51
2021
Q3 		$1.14M Sell
15,202
-776
-5% -$59K 0.56% 49
2021
Q2 		$1.24M Sell
15,978
-805
-5% -$59.9K 0.6% 43
2021
Q1 		$1.24M Sell
16,783
-71
-0.4% -$5.24K 0.63% 43
2020
Q4 		$1.32M Sell
16,854
-52
-0.3% -$3.98K 0.7% 38
2020
Q3 		$1.34M Sell
16,906
-131
-0.8% -$10.3K 0.79% 34
2020
Q2 		$1.26M Buy
17,037
+307
+2% +$23.1K 0.82% 33
2020
Q1 		$1.23M Sell
16,730
-207
-1% -$16.3K 0.92% 25
2019
Q4 		$1.47M Sell
16,937
-84
-0.5% -$6.9K 0.86% 30
2019
Q3 		$1.37M Sell
17,021
-121
-0.7% -$9.7K 0.87% 31
2019
Q2 		$1.37M Sell
17,142
-743
-4% -$56.9K 0.92% 26
2019
Q1 		$1.42M Sell
17,885
-20,193
-53% -$1.51M 0.98% 24
2018
Q4 		$2.78M Buy
+38,078
New +$2.69M 2.07% 9

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

Bigelow Investment Advisors's MRK Position: Q1 2026 in Review

Bigelow Investment Advisors reduced its Merck (MRK) stake by 7.6% in Q1 2026, selling an estimated $59K and leaving 6,203 shares worth $746K. The position accounts for 0.3% of the portfolio, ranked #86.

Bigelow Investment Advisors first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.78M in Q4 2018. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Bigelow Investment Advisors held 6,203 shares of Merck worth $746K as of Q1 2026.
  • Bigelow Investment Advisors sold 511 Merck shares in Q1 2026, an estimated $59K.
  • Merck made up 0.3% of Bigelow Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • Bigelow Investment Advisors first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Bigelow Investment Advisors's Merck position peaked at $2.78M in Q4 2018.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.