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CBIZ Investment Advisory Services’s Merck MRK Stock Holding History

CBIZ Investment Advisory Services’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 		$6.91K Sell
57
-563
-91% -$65K ﹤0.01% 186
2025
Q4 		$65.8K Buy
620
+71
+13% +$6.67K ﹤0.01% 118
2025
Q3 		$46.5K Buy
549
+202
+58% +$16.6K ﹤0.01% 135
2025
Q2 		$27.5K Sell
347
-30
-8% -$2.38K ﹤0.01% 212
2025
Q1 		$34K Buy
377
+221
+142% +$20.6K ﹤0.01% 149
2024
Q4 		$15.5K Sell
156
-66
-30% -$6.8K ﹤0.01% 245
2024
Q3 		$25.5K Buy
222
+61
+38% +$7.25K ﹤0.01% 156
2024
Q2 		$20K Sell
161
-100
-38% -$12.9K ﹤0.01% 167
2024
Q1 		$34.5K Buy
+261
New +$32.2K ﹤0.01% 117
2021
Q3 		– Hold
0
– – – 82
2021
Q2 		– Hold
0
– – – 84
2020
Q4 		– Hold
0
– – – 86
2020
Q3 		– Hold
0
– – – 83
2020
Q2 		– Hold
0
– – – 94
2020
Q1 		– Hold
0
– – – 81
2019
Q4 		– Hold
0
– – – 117

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

CBIZ Investment Advisory Services's MRK Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Merck (MRK) stake by 91% in Q1 2026, selling an estimated $65K and leaving 57 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

CBIZ Investment Advisory Services first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $65.8K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CBIZ Investment Advisory Services held 57 shares of Merck worth $6.91K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 563 Merck shares in Q1 2026, an estimated $65K.
  • Merck made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #186 holding.
  • CBIZ Investment Advisory Services first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's Merck position peaked at $65.8K in Q4 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.