Cascade Investment Group’s Merck MRK Stock Holding History

Cascade Investment Group’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	$213K	Sell	1,773 -300	-14%	-$34.6K	0.14%	134
2025 Q4	$218K	Buy	+2,073	New	+$195K	0.15%	133
2025 Q3	–	Sell	-3,074	Closed	-$243K	–	149
2025 Q2	$243K	Buy	+3,074	New	+$244K	0.17%	117
2024 Q2	–	Sell	-3,050	Closed	-$403K	–	141
2024 Q1	$403K	Hold	3,050	–	–	0.3%	81
2023 Q4	$333K	Buy	3,050 +83	+3%	+$8.62K	0.27%	83
2023 Q3	$305K	Buy	2,967 +15	+0.5%	+$1.62K	0.29%	81
2023 Q2	$341K	Buy	2,952 +19	+0.6%	+$2.16K	0.31%	81
2023 Q1	$312K	Sell	2,933 -806	-22%	-$87K	0.31%	88
2022 Q4	$415K	Buy	+3,739	New	+$382K	0.43%	69

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

Cascade Investment Group's MRK Position: Q1 2026 in Review

Cascade Investment Group reduced its Merck (MRK) stake by 14% in Q1 2026, selling an estimated $34.6K and leaving 1,773 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #134.

Cascade Investment Group first reported a position in MRK in Q4 2022 and has held it in 9 quarters since. The position peaked at $415K in Q4 2022. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Cascade Investment Group held 1,773 shares of Merck worth $213K as of Q1 2026.
Cascade Investment Group sold 300 Merck shares in Q1 2026, an estimated $34.6K.
Merck made up 0.14% of Cascade Investment Group's portfolio in Q1 2026, its #134 holding.
Cascade Investment Group first reported a position in Merck in Q4 2022 and has held it in 9 quarters since.
Cascade Investment Group's Merck position peaked at $415K in Q4 2022.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.