Callan Family Office’s Merck MRK Stock Holding History

Callan 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	$13.6M	Buy	113,144 +3,873	+4%	+$447K	0.31%	64
2025 Q4	$11.5M	Buy	109,271 +34,260	+46%	+$3.22M	0.25%	78
2025 Q3	$6.3M	Sell	75,011 -294	-0.4%	-$24.2K	0.2%	118
2025 Q2	$5.96M	Buy	75,305 +52,686	+233%	+$4.19M	0.19%	129
2025 Q1	$2.03M	Sell	22,619 -29,332	-56%	-$2.74M	0.15%	128
2024 Q4	$5.17M	Buy	51,951 +47,250	+1,005%	+$4.87M	0.33%	57
2024 Q3	$534K	Buy	4,701 +130	+3%	+$15.4K	0.09%	101
2024 Q2	$566K	Buy	+4,571	New	+$589K	0.11%	79
2024 Q1	–	Sell	-4,048	Closed	-$441K	–	102
2023 Q4	$441K	Buy	4,048 +373	+10%	+$38.7K	0.11%	60
2023 Q3	$378K	Sell	3,675 -3,475	-49%	-$375K	0.1%	62
2023 Q2	$825K	Sell	7,150 -469	-6%	-$53.3K	0.22%	50
2023 Q1	$811K	Buy	7,619 +2,532	+50%	+$273K	0.2%	73
2022 Q4	$564K	Buy	+5,087	New	+$520K	0.18%	55

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

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

Callan Family Office increased its Merck (MRK) stake by 3.5% in Q1 2026, buying an estimated $447K and bringing the position to 113,144 shares worth $13.6M. The position accounts for 0.31% of the portfolio, ranked #64.

Callan Family Office first reported a position in MRK in Q4 2022 and has held it in 13 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Callan Family Office held 113,144 shares of Merck worth $13.6M as of Q1 2026.
Callan Family Office bought 3,873 Merck shares in Q1 2026, an estimated $447K.
Merck made up 0.31% of Callan Family Office's portfolio in Q1 2026, its #64 holding.
Callan Family Office first reported a position in Merck in Q4 2022 and has held it in 13 quarters since.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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