BDF
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Black Diamond Financial’s Merck MRK Stock Holding History

Black Diamond Financial’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 		$470K Buy
3,907
+71
+2% +$8.2K 0.05% 112
2025
Q4 		$404K Sell
3,836
-1,115
-23% -$105K 0.04% 115
2025
Q3 		$416K Buy
4,951
+684
+16% +$56.3K 0.05% 108
2025
Q2 		$338K Sell
4,267
-632
-13% -$50.2K 0.05% 105
2025
Q1 		$440K Sell
4,899
-198
-4% -$18.5K 0.07% 94
2024
Q4 		$507K Buy
5,097
+1,076
+27% +$111K 0.08% 88
2024
Q3 		$457K Buy
4,021
+3
+0.1% +$356 0.08% 88
2024
Q2 		$497K Buy
4,018
+545
+16% +$70.2K 0.1% 82
2024
Q1 		$379K Hold
3,473
– – 0.1% 79
2023
Q4 		$379K Sell
3,473
-111
-3% -$11.5K 0.1% 79
2023
Q3 		$369K Buy
3,584
+2
+0.1% +$216 0.11% 77
2023
Q2 		$413K Buy
3,582
+1
+0% +$114 0.12% 73
2023
Q1 		$381K Buy
3,581
+258
+8% +$27.9K 0.13% 71
2022
Q4 		$369K Hold
3,323
– – 0.13% 71
2022
Q3 		$286K Sell
3,323
-389
-10% -$34.7K 0.12% 76
2022
Q2 		$338K Sell
3,712
-1,285
-26% -$114K 0.13% 77
2022
Q1 		$410K Buy
+4,997
New +$394K 0.13% 74
2020
Q2 		– Sell
-2,775
Closed -$204K – 71
2020
Q1 		$204K Buy
+2,775
New +$218K 0.15% 66

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

Black Diamond Financial's MRK Position: Q1 2026 in Review

Black Diamond Financial increased its Merck (MRK) stake by 1.9% in Q1 2026, buying an estimated $8.2K and bringing the position to 3,907 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #112.

Black Diamond Financial first reported a position in MRK in Q1 2020 and has held it in 18 quarters since. The position peaked at $507K in Q4 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Black Diamond Financial held 3,907 shares of Merck worth $470K as of Q1 2026.
  • Black Diamond Financial bought 71 Merck shares in Q1 2026, an estimated $8.2K.
  • Merck made up 0.05% of Black Diamond Financial's portfolio in Q1 2026, its #112 holding.
  • Black Diamond Financial first reported a position in Merck in Q1 2020 and has held it in 18 quarters since.
  • Black Diamond Financial's Merck position peaked at $507K in Q4 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.