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
2023 Q1	–	Sell	-17,500	Closed	-$350	–	373
2022 Q4	$350	Buy	+17,500	New	+$1.79M	﹤0.01%	475
2021 Q3	–	Sell	-27,000	Closed	-$1K	–	837
2021 Q2	$1K	Buy	+27,000	New	+$2.01M	﹤0.01%	671
2019 Q4	–	Sell	-10,480	Closed	-$14K	–	686
2019 Q3	$14K	Buy	+10,480	New	+$840K	﹤0.01%	458
2019 Q2	–	Sell	-13,624	Closed	-$7K	–	426
2019 Q1	$7K	Buy	+13,624	New	+$1.02M	﹤0.01%	370
2018 Q3	–	Sell	-74,722	Closed	-$16K	–	547
2018 Q2	$16K	Buy	+74,722	New	+$4.22M	﹤0.01%	377
2018 Q1	–	Sell	-16,873	Closed	-$1K	–	533
2017 Q4	$1K	Buy	+16,873	New	+$935K	﹤0.01%	474
2017 Q2	–	Sell	-47,160	Closed	-$12K	–	569
2017 Q1	$12K	Buy	+47,160	New	+$2.86M	﹤0.01%	404
2016 Q4	–	Sell	-11,214	Closed	-$2K	–	580
2016 Q3	$2K	Sell	11,214 -91,595	-89%	-$5.36M	﹤0.01%	426
2016 Q2	$10K	Buy	+102,809	New	+$5.47M	﹤0.01%	435
2016 Q1	–	Sell	-150,702	Closed	-$47K	–	646
2015 Q4	$47K	Buy	+150,702	New	+$7.6M	﹤0.01%	510
2014 Q4	–	Sell	-33,536	Closed	-$31K	–	831
2014 Q3	$31K	Buy	+33,536	New	+$1.88M	﹤0.01%	786

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.