Calamos Advisors’s Merck MRK Stock Holding History

Calamos Advisors’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	$5.68M	Sell	54,000 -6,000	-10%	-$693K	0.02%	530
2025 Q4	$5.04M	Buy	+60,000	New	+$5.63M	0.02%	527
2025 Q3	–	Sell	-41,000	Closed	-$3.68M	–	973
2025 Q2	$3.68M	Buy	+41,000	New	+$3.26M	0.01%	580
2023 Q4	–	Sell	-30,500	Closed	-$3.52M	–	958
2023 Q3	$3.52M	Buy	+30,500	New	+$3.29M	0.02%	566

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

Calamos Advisors's MRK Position: Q1 2026 in Review

Calamos Advisors increased its Merck (MRK) stake by 8% in Q1 2026, buying an estimated $6.68M and bringing the position to 777,663 shares worth $93.5M. The position accounts for 0.33% of the portfolio, ranked #59.

Calamos Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $132M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Calamos Advisors held 777,663 shares of Merck worth $93.5M as of Q1 2026.
Calamos Advisors bought 57,857 Merck shares in Q1 2026, an estimated $6.68M.
Merck made up 0.33% of Calamos Advisors's portfolio in Q1 2026, its #59 holding.
Calamos Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Calamos Advisors's Merck position peaked at $132M in Q1 2024.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.