Campion Asset Management’s Merck MRK Stock Holding History

Campion Asset Management’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	$573K	Sell	4,761 -39	-0.8%	-$4.5K	0.39%	39
2025 Q4	$505K	Sell	4,800 -12	-0.2%	-$1.13K	0.35%	47
2025 Q3	$404K	Sell	4,812 -695	-13%	-$57.2K	0.29%	57
2025 Q2	$436K	Sell	5,507 -135	-2%	-$10.7K	0.33%	54
2025 Q1	$506K	Hold	5,642	–	–	0.39%	48
2024 Q4	$561K	Sell	5,642 -37	-0.7%	-$3.81K	0.42%	40
2024 Q3	$645K	Sell	5,679 -85	-1%	-$10.1K	0.47%	37
2024 Q2	$714K	Hold	5,764	–	–	0.56%	33
2024 Q1	$761K	Buy	5,764 +62	+1%	+$7.64K	0.59%	30
2023 Q4	$622K	Sell	5,702 -60	-1%	-$6.23K	0.53%	39
2023 Q3	$593K	Hold	5,762	–	–	0.55%	37
2023 Q2	$665K	Buy	5,762 +300	+5%	+$34.1K	0.59%	34
2023 Q1	$581K	Hold	5,462	–	–	0.55%	39
2022 Q4	$606K	Hold	5,462	–	–	0.6%	36
2022 Q3	$470K	Hold	5,462	–	–	0.5%	45
2022 Q2	$498K	Hold	5,462	–	–	0.49%	45
2022 Q1	$448K	Buy	5,462 +330	+6%	+$26K	0.38%	57
2021 Q4	$393K	Hold	5,132	–	–	0.33%	62
2021 Q3	$385K	Hold	5,132	–	–	0.34%	63
2021 Q2	$399K	Sell	5,132 -770	-13%	-$57.3K	0.33%	59
2021 Q1	$434K	Buy	+5,902	New	+$435K	0.33%	59

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

Campion Asset Management's MRK Position: Q1 2026 in Review

Campion Asset Management reduced its Merck (MRK) stake by 0.81% in Q1 2026, selling an estimated $4.5K and leaving 4,761 shares worth $573K. The position accounts for 0.39% of the portfolio, ranked #39.

Campion Asset Management first reported a position in MRK in Q1 2021 and has held it in 21 quarters since. The position peaked at $761K in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Campion Asset Management held 4,761 shares of Merck worth $573K as of Q1 2026.
Campion Asset Management sold 39 Merck shares in Q1 2026, an estimated $4.5K.
Merck made up 0.39% of Campion Asset Management's portfolio in Q1 2026, its #39 holding.
Campion Asset Management first reported a position in Merck in Q1 2021 and has held it in 21 quarters since.
Campion Asset Management's Merck position peaked at $761K in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.