Bluefin Capital Management’s Merck MRK Stock Holding History

Bluefin Capital 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
2024 Q3	$848	Buy	+56,500	New	+$6.71M	﹤0.01%	122
2024 Q1	–	Sell	-46,700	Closed	-$9.34K	–	240
2023 Q4	$9.34K	Buy	46,700 +36,700	+367%	+$3.81M	﹤0.01%	183
2023 Q3	$250	Buy	+10,000	New	+$1.08M	﹤0.01%	189
2022 Q1	–	Sell	-47,600	Closed	-$5K	–	862
2021 Q4	$5K	Buy	+47,600	New	+$3.79M	﹤0.01%	834
2019 Q4	–	Sell	-28,925	Closed	-$43K	–	685
2019 Q3	$43K	Buy	28,925 +17,816	+160%	+$1.43M	0.01%	385
2019 Q2	$7K	Sell	11,109 -3,563	-24%	-$273K	﹤0.01%	305
2019 Q1	$33K	Buy	+14,672	New	+$1.1M	﹤0.01%	305
2018 Q4	–	Sell	-41,710	Closed	-$41K	–	496
2018 Q3	$41K	Buy	+41,710	New	+$2.66M	﹤0.01%	404
2016 Q4	–	Sell	-4,611	Closed	-$13K	–	579
2016 Q3	$13K	Buy	+4,611	New	+$270K	﹤0.01%	391
2014 Q2	–	Sell	-2,201	Closed	-$500K	–	751
2014 Q1	$500K	Buy	+2,201	New	+$114K	0.03%	318

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

Bluefin Capital Management's MRK Position: Q1 2026 in Review

Bluefin Capital Management opened a new position in Merck (MRK) in Q1 2026: 4,000 shares worth $481K. The stake represents 0.31% of the portfolio and ranks #47 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in MRK as recently as Q2 2023.

Bluefin Capital Management first reported a position in MRK in Q2 2013 and has held it in 34 quarters since. The position peaked at $10.6M in Q4 2019. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Bluefin Capital Management held 4,000 shares of Merck worth $481K as of Q1 2026.
Merck was a new Bluefin Capital Management position in Q1 2026.
Merck made up 0.31% of Bluefin Capital Management's portfolio in Q1 2026, its #47 holding.
Bluefin Capital Management first reported a position in Merck in Q2 2013 and has held it in 34 quarters since.
Bluefin Capital Management's Merck position peaked at $10.6M in Q4 2019.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.