Boxwood Ventures’s Merck MRK Stock Holding History

Boxwood Ventures’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	$1.64M	Hold	13,563	–	–	1.74%	17
2025 Q4	$1.44M	Hold	13,563	–	–	1.45%	17
2025 Q3	$1.15M	Hold	13,563	–	–	1.28%	19
2025 Q2	$1.08M	Hold	13,563	–	–	1.4%	19
2025 Q1	$1.23M	Hold	13,563	–	–	1.75%	17
2024 Q4	$1.36M	Hold	13,563	–	–	1.82%	18
2024 Q3	$1.55M	Hold	13,563	–	–	2.4%	13
2024 Q2	$1.69M	Hold	13,563	–	–	2.71%	9
2024 Q1	$1.8M	Hold	13,563	–	–	3.17%	9
2023 Q4	$1.49M	Hold	13,563	–	–	2.85%	10
2023 Q3	$1.41M	Hold	13,563	–	–	2.85%	10
2023 Q2	$1.57M	Hold	13,563	–	–	2.99%	9
2023 Q1	$1.45M	Hold	13,563	–	–	3%	10
2022 Q4	$1.51M	Hold	13,563	–	–	2.72%	14
2022 Q3	$1.18M	Hold	13,563	–	–	2.66%	12
2022 Q2	$1.25M	Hold	13,563	–	–	2.95%	10
2022 Q1	$1.12M	Hold	13,563	–	–	2.34%	12
2021 Q4	$1.04M	Hold	13,563	–	–	2.13%	12
2021 Q3	$1.03M	Buy	+13,563	New	+$1.03M	2.4%	12

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

Boxwood Ventures's MRK Position: Q1 2026 in Review

Boxwood Ventures held its Merck (MRK) position steady in Q1 2026 at 13,563 shares worth $1.64M. The position accounts for 1.74% of the portfolio, ranked #17.

Boxwood Ventures first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Boxwood Ventures held 13,563 shares of Merck worth $1.64M as of Q1 2026.
Boxwood Ventures left its Merck share count unchanged in Q1 2026.
Merck made up 1.74% of Boxwood Ventures's portfolio in Q1 2026, its #17 holding.
Boxwood Ventures first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
Boxwood Ventures's Merck position peaked at $1.8M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Boxwood Ventures's 13F filing for Q1 2026, filed 11 May 2026.