CIM
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Capital Investment Management’s Merck MRK Stock Holding History

Capital Investment 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
Q2 		$258K Buy
2,009
+5
+0.2% +$585 0.08% 116
2026
Q1 		$241K Sell
2,004
-140
-7% -$16.2K 0.08% 112
2025
Q4 		$226K Buy
+2,144
New +$201K 0.08% 110

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Capital Investment Management's MRK Position: Q2 2026 in Review

Capital Investment Management increased its Merck (MRK) stake by 0.25% in Q2 2026, buying an estimated $585 and bringing the position to 2,009 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #116.

Capital Investment Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Capital Investment Management held 2,009 shares of Merck worth $258K as of Q2 2026.
  • Capital Investment Management bought 5 Merck shares in Q2 2026, an estimated $585.
  • Merck made up 0.08% of Capital Investment Management's portfolio in Q2 2026, its #116 holding.
  • Capital Investment Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.