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Bolthouse Investments’s Merck MRK Stock Holding History

Bolthouse Investments’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 		$385K Hold
3,202
– – 0.35% 52
2025
Q4 		$337K Hold
3,202
– – 0.3% 54
2025
Q3 		$269K Hold
3,202
– – 0.24% 62
2025
Q2 		$253K Sell
3,202
-2,917
-48% -$232K 0.25% 65
2025
Q1 		$549K Hold
6,119
– – 0.57% 39
2024
Q4 		$609K Buy
+6,119
New +$631K 0.56% 38

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

Bolthouse Investments's MRK Position: Q1 2026 in Review

Bolthouse Investments held its Merck (MRK) position steady in Q1 2026 at 3,202 shares worth $385K. The position accounts for 0.35% of the portfolio, ranked #52.

Bolthouse Investments first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $609K in Q4 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Bolthouse Investments held 3,202 shares of Merck worth $385K as of Q1 2026.
  • Bolthouse Investments left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.35% of Bolthouse Investments's portfolio in Q1 2026, its #52 holding.
  • Bolthouse Investments first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Bolthouse Investments's Merck position peaked at $609K in Q4 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.