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Capital Performance Advisors’s Merck MRK Stock Holding History

Capital Performance 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 		$1.43M Buy
11,856
+670
+6% +$77.4K 0.1% 93
2025
Q4 		$1.18M Buy
11,186
+2,534
+29% +$238K 0.08% 103
2025
Q3 		$726K Buy
8,652
+212
+3% +$17.5K 0.12% 91
2025
Q2 		$668K Buy
8,440
+5,613
+199% +$446K 0.13% 82
2025
Q1 		$254K Buy
+2,827
New +$264K 0.06% 193
2024
Q4 		– Sell
-738
Closed -$83.9K – 1704
2024
Q3 		$83.9K Buy
+738
New +$87.7K 0.03% 234

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

Capital Performance Advisors's MRK Position: Q1 2026 in Review

Capital Performance Advisors increased its Merck (MRK) stake by 6% in Q1 2026, buying an estimated $77.4K and bringing the position to 11,856 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #93.

Capital Performance Advisors first reported a position in MRK in Q3 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Capital Performance Advisors held 11,856 shares of Merck worth $1.43M as of Q1 2026.
  • Capital Performance Advisors bought 670 Merck shares in Q1 2026, an estimated $77.4K.
  • Merck made up 0.1% of Capital Performance Advisors's portfolio in Q1 2026, its #93 holding.
  • Capital Performance Advisors first reported a position in Merck in Q3 2024 and has held it in 6 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.