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Carl P. Sherr & Co’s Merck MRK Stock Holding History

Carl P. Sherr & Co’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 		$818K Buy
6,797
+400
+6% +$46.2K 0.38% 56
2025
Q4 		$705K Buy
6,397
+1,500
+31% +$141K 0.31% 64
2025
Q3 		$411K Sell
4,897
-515
-10% -$42.4K 0.19% 80
2025
Q2 		$428K Sell
5,412
-225
-4% -$17.9K 0.22% 82
2025
Q1 		$506K Sell
5,637
-585
-9% -$54.6K 0.28% 75
2024
Q4 		$619K Sell
6,222
-1,841
-23% -$190K 0.33% 70
2024
Q3 		$916K Sell
8,063
-305
-4% -$36.2K 0.48% 47
2024
Q2 		$1.04M Hold
8,368
– – 0.58% 41
2024
Q1 		$1.1M Hold
8,368
– – 0.62% 38
2023
Q4 		$912K Sell
8,368
-2,201
-21% -$228K 0.55% 48
2023
Q3 		$1.09M Sell
10,569
-1,597
-13% -$172K 0.74% 34
2023
Q2 		$1.4M Buy
12,166
+42
+0.3% +$4.77K 0.92% 26
2023
Q1 		$1.29M Sell
12,124
-249
-2% -$26.9K 0.92% 28
2022
Q4 		$1.37M Buy
12,373
+571
+5% +$58.4K 1.04% 23
2022
Q3 		$1.02M Buy
11,802
+4,807
+69% +$429K 0.81% 30
2022
Q2 		$638K Buy
6,995
+1,452
+26% +$129K 0.48% 58
2022
Q1 		$455K Sell
5,543
-1,467
-21% -$116K 0.31% 80
2021
Q4 		$537K Buy
7,010
+1,341
+24% +$107K 0.32% 75
2021
Q3 		$426K Sell
5,669
-431
-7% -$32.8K 0.34% 66
2021
Q2 		$474K Sell
6,100
-375
-6% -$27.9K 0.33% 73
2021
Q1 		$476K Sell
6,475
-2,069
-24% -$153K 0.36% 70
2020
Q4 		$667K Buy
8,544
+28
+0.3% +$2.14K 0.53% 55
2020
Q3 		$674K Buy
8,516
+76
+0.9% +$5.95K 0.61% 49
2020
Q2 		$623K Sell
8,440
-126
-1% -$9.48K 0.62% 54
2020
Q1 		$629K Sell
8,566
-72
-0.8% -$5.66K 0.75% 45
2019
Q4 		$750K Buy
+8,638
New +$709K 0.73% 51

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

Carl P. Sherr & Co's MRK Position: Q1 2026 in Review

Carl P. Sherr & Co increased its Merck (MRK) stake by 6.3% in Q1 2026, buying an estimated $46.2K and bringing the position to 6,797 shares worth $818K. The position accounts for 0.38% of the portfolio, ranked #56.

Carl P. Sherr & Co first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.4M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Carl P. Sherr & Co held 6,797 shares of Merck worth $818K as of Q1 2026.
  • Carl P. Sherr & Co bought 400 Merck shares in Q1 2026, an estimated $46.2K.
  • Merck made up 0.38% of Carl P. Sherr & Co's portfolio in Q1 2026, its #56 holding.
  • Carl P. Sherr & Co first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Carl P. Sherr & Co's Merck position peaked at $1.4M in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.