Boit C.F. David’s Merck MRK Stock Holding History

Boit C.F. David’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	$8.45M	Hold	70,283	–	–	3.75%	9
2025 Q4	$7.77M	Hold	70,283	–	–	3.36%	9
2025 Q3	$5.9M	Hold	70,283	–	–	2.67%	13
2025 Q2	$5.56M	Hold	70,283	–	–	2.68%	13
2025 Q1	$6.31M	Hold	70,283	–	–	3.17%	8
2024 Q4	$6.99M	Hold	70,283	–	–	2.84%	8
2024 Q3	$7.88M	Hold	70,283	–	–	3.9%	5
2024 Q2	$8.7M	Sell	70,283 -1,000	-1%	-$129K	4.53%	4
2024 Q1	$9.18M	Hold	71,283	–	–	5.02%	4
2023 Q4	$8.18M	Buy	71,283 +4,958	+7%	+$515K	4.62%	4
2023 Q3	$6.8M	Sell	66,325 -900	-1%	-$97K	4.66%	4
2023 Q2	$7.76M	Hold	67,225	–	–	5.15%	4
2023 Q1	$7.67M	Sell	67,225 -2,100	-3%	-$227K	5.24%	4
2022 Q4	$7.69M	Hold	69,325	–	–	5.48%	3
2022 Q3	$5.97M	Buy	+69,325	New	+$6.19M	4.85%	5
2022 Q1	$5.78M	Sell	70,425 -2,774	-4%	-$219K	3.8%	5
2021 Q4	$5.61M	Hold	73,199	–	–	3.56%	5
2021 Q3	$5.96M	Hold	73,199	–	–	4.09%	5
2021 Q2	$5.69M	Buy	+73,199	New	+$5.44M	4.34%	5

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

Boit C.F. David's MRK Position: Q1 2026 in Review

Boit C.F. David held its Merck (MRK) position steady in Q1 2026 at 70,283 shares worth $8.45M. The position accounts for 3.75% of the portfolio, ranked #9.

Boit C.F. David first reported a position in MRK in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.18M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Boit C.F. David held 70,283 shares of Merck worth $8.45M as of Q1 2026.
Boit C.F. David left its Merck share count unchanged in Q1 2026.
Merck made up 3.75% of Boit C.F. David's portfolio in Q1 2026, its #9 holding.
Boit C.F. David first reported a position in Merck in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Merck position peaked at $9.18M in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.