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Caldwell Sutter Capital’s Merck MRK Stock Holding History

Caldwell Sutter Capital’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 		$1.13M Sell
9,394
-75
-0.8% -$8.66K 0.46% 53
2025
Q4 		$997K Buy
9,469
+211
+2% +$19.8K 0.42% 62
2025
Q3 		$777K Buy
9,258
+2,035
+28% +$168K 0.33% 82
2025
Q2 		$572K Buy
7,223
+330
+5% +$26.2K 0.26% 103
2025
Q1 		$619K Buy
6,893
+374
+6% +$34.9K 0.29% 92
2024
Q4 		$649K Buy
6,519
+87
+1% +$8.97K 0.3% 89
2024
Q3 		$730K Sell
6,432
-1,343
-17% -$160K 0.34% 79
2024
Q2 		$963K Sell
7,775
-628
-7% -$80.9K 0.48% 55
2024
Q1 		$1.11M Sell
8,403
-338
-4% -$41.7K 0.53% 50
2023
Q4 		$953K Sell
8,741
-193
-2% -$20K 0.48% 60
2023
Q3 		$920K Sell
8,934
-392
-4% -$42.3K 0.51% 58
2023
Q2 		$1.08M Buy
9,326
+3,466
+59% +$394K 0.56% 44
2023
Q1 		$623K Buy
5,860
+2,845
+94% +$307K 0.45% 55
2022
Q4 		$335K Buy
+3,015
New +$308K 0.3% 75

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

Caldwell Sutter Capital's MRK Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Merck (MRK) stake by 0.79% in Q1 2026, selling an estimated $8.66K and leaving 9,394 shares worth $1.13M. The position accounts for 0.46% of the portfolio, ranked #53.

Caldwell Sutter Capital first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Caldwell Sutter Capital held 9,394 shares of Merck worth $1.13M as of Q1 2026.
  • Caldwell Sutter Capital sold 75 Merck shares in Q1 2026, an estimated $8.66K.
  • Merck made up 0.46% of Caldwell Sutter Capital's portfolio in Q1 2026, its #53 holding.
  • Caldwell Sutter Capital first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.