Boston Family Office’s Merck MRK Stock Holding History

Boston Family Office’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	$5.47M	Sell	45,466 -958	-2%	-$111K	0.36%	71
2025 Q4	$4.89M	Buy	46,424 +636	+1%	+$59.7K	0.31%	75
2025 Q3	$3.84M	Sell	45,788 -4,332	-9%	-$357K	0.24%	86
2025 Q2	$3.97M	Sell	50,120 -365	-0.7%	-$29K	0.26%	83
2025 Q1	$4.53M	Sell	50,485 -235	-0.5%	-$21.9K	0.32%	70
2024 Q4	$5.05M	Sell	50,720 -1,319	-3%	-$136K	0.35%	66
2024 Q3	$5.91M	Sell	52,039 -1,585	-3%	-$188K	0.4%	65
2024 Q2	$6.64M	Buy	53,624 +2,117	+4%	+$273K	0.48%	57
2024 Q1	$6.8M	Sell	51,507 -58	-0.1%	-$7.15K	0.49%	63
2023 Q4	$5.62M	Sell	51,565 -1,558	-3%	-$162K	0.42%	63
2023 Q3	$5.47M	Buy	53,123 +607	+1%	+$65.4K	0.45%	63
2023 Q2	$6.06M	Sell	52,516 -673	-1%	-$76.4K	0.46%	62
2023 Q1	$5.66M	Buy	53,189 +101	+0.2%	+$10.9K	0.45%	63
2022 Q4	$5.89M	Sell	53,088 -2,111	-4%	-$216K	0.49%	60
2022 Q3	$4.75M	Sell	55,199 -4,073	-7%	-$364K	0.42%	65
2022 Q2	$5.4M	Buy	59,272 +3,319	+6%	+$294K	0.45%	65
2022 Q1	$4.59M	Buy	55,953 +756	+1%	+$59.6K	0.33%	71
2021 Q4	$4.23M	Buy	55,197 +340	+0.6%	+$27.1K	0.28%	78
2021 Q3	$4.12M	Sell	54,857 -4,496	-8%	-$342K	0.3%	75
2021 Q2	$4.62M	Sell	59,353 -8,264	-12%	-$615K	0.33%	74
2021 Q1	$5.36M	Sell	67,617 -15,187	-18%	-$1.12M	0.4%	67
2020 Q4	$6.46M	Sell	82,804 -11,116	-12%	-$850K	0.5%	56
2020 Q3	$7.43M	Buy	93,920 +753	+0.8%	+$59K	0.67%	46
2020 Q2	$6.88M	Sell	93,167 -1,718	-2%	-$129K	0.67%	47
2020 Q1	$6.97M	Sell	94,885 -6,377	-6%	-$501K	0.82%	40
2019 Q4	$8.79M	Sell	101,262 -464	-0.5%	-$38.1K	0.84%	40
2019 Q3	$8.17M	Hold	101,726	–	–	0.85%	41
2019 Q2	$8.14M	Buy	101,726 +95	+0.1%	+$7.27K	0.85%	42
2019 Q1	$8.06M	Sell	101,631 -5,308	-5%	-$397K	0.87%	42
2018 Q4	$7.8M	Sell	106,939 -5,531	-5%	-$390K	0.97%	36
2018 Q3	$7.61M	Sell	112,470 -54	-0%	-$3.44K	0.8%	46
2018 Q2	$6.52M	Buy	112,524 +1,765	+2%	+$99.6K	0.74%	45
2018 Q1	$5.76M	Sell	110,759 -1,760	-2%	-$95.1K	0.66%	52
2017 Q4	$6.04M	Buy	112,519 +42	+0%	+$2.33K	0.66%	56
2017 Q3	$6.87M	Buy	112,477 +164	+0.1%	+$9.94K	0.78%	44
2017 Q2	$6.87M	Buy	112,313 +220	+0.2%	+$13.4K	0.81%	39
2017 Q1	$6.8M	Sell	112,093 -838	-0.7%	-$50.8K	0.84%	38
2016 Q4	$6.34M	Sell	112,931 -364	-0.3%	-$21.3K	0.82%	37
2016 Q3	$6.75M	Sell	113,295 -2,155	-2%	-$126K	0.87%	32
2016 Q2	$6.35M	Sell	115,450 -3,089	-3%	-$164K	0.82%	33
2016 Q1	$5.99M	Buy	118,539 +17,183	+17%	+$842K	0.79%	37
2015 Q4	$5.11M	Sell	101,356 -6,325	-6%	-$319K	0.7%	46
2015 Q3	$5.08M	Sell	107,681 -2,358	-2%	-$125K	0.71%	43
2015 Q2	$5.98M	Buy	110,039 +2,148	+2%	+$120K	0.75%	40
2015 Q1	$5.92M	Buy	107,891 +240	+0.2%	+$13.6K	0.73%	42
2014 Q4	$5.83M	Sell	107,651 -667	-0.6%	-$37.2K	0.73%	43
2014 Q3	$6.13M	Sell	108,318 -367	-0.3%	-$20.6K	0.79%	36
2014 Q2	$6M	Sell	108,685 -458	-0.4%	-$25K	0.76%	40
2014 Q1	$5.91M	Sell	109,143 -299	-0.3%	-$15.5K	0.79%	41
2013 Q4	$5.23M	Sell	109,442 -120	-0.1%	-$5.49K	0.69%	48
2013 Q3	$4.98M	Sell	109,562 -341	-0.3%	-$15.6K	0.71%	45
2013 Q2	$4.87M	Buy	+109,903	New	+$4.91M	0.74%	43

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

Boston Family Office's MRK Position: Q1 2026 in Review

Boston Family Office reduced its Merck (MRK) stake by 2.1% in Q1 2026, selling an estimated $111K and leaving 45,466 shares worth $5.47M. The position accounts for 0.36% of the portfolio, ranked #71.

Boston Family Office first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.79M in Q4 2019. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Boston Family Office held 45,466 shares of Merck worth $5.47M as of Q1 2026.
Boston Family Office sold 958 Merck shares in Q1 2026, an estimated $111K.
Merck made up 0.36% of Boston Family Office's portfolio in Q1 2026, its #71 holding.
Boston Family Office first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's Merck position peaked at $8.79M in Q4 2019.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.