CIA
MRK icon

CCM Investment Advisers’s Merck MRK Stock Holding History

CCM Investment Advisers’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 		$18M Sell
149,542
-3,198
-2% -$369K 1.72% 19
2025
Q4 		$16.1M Sell
152,740
-4,031
-3% -$378K 1.54% 28
2025
Q3 		$13.2M Sell
156,771
-10,337
-6% -$851K 1.3% 39
2025
Q2 		$13.2M Buy
167,108
+22,535
+16% +$1.79M 1.42% 35
2025
Q1 		$13M Buy
144,573
+5,746
+4% +$536K 1.59% 37
2024
Q4 		$13.8M Buy
138,827
+14,093
+11% +$1.45M 1.53% 29
2024
Q3 		$14.2M Sell
124,734
-1,841
-1% -$219K 1.58% 33
2024
Q2 		$15.7M Sell
126,575
-452
-0.4% -$58.2K 1.84% 19
2024
Q1 		$16.8M Sell
127,027
-8,905
-7% -$1.1M 2% 17
2023
Q4 		$14.8M Buy
135,932
+2,235
+2% +$232K 1.82% 22
2023
Q3 		$13.8M Buy
133,697
+476
+0.4% +$51.3K 1.9% 20
2023
Q2 		$15.4M Sell
133,221
-146
-0.1% -$16.6K 2.06% 13
2023
Q1 		$14.2M Buy
133,367
+5,095
+4% +$550K 2.01% 17
2022
Q4 		$14.2M Sell
128,272
-15,464
-11% -$1.58M 2.26% 10
2022
Q3 		$12.4M Sell
143,736
-2,141
-1% -$191K 2.11% 16
2022
Q2 		$13.3M Sell
145,877
-1,305
-0.9% -$116K 2.14% 12
2022
Q1 		$12.1M Sell
147,182
-11,668
-7% -$920K 1.65% 33
2021
Q4 		$12.2M Buy
158,850
+26
+0% +$2.07K 1.48% 43
2021
Q3 		$11.9M Buy
158,824
+7,084
+5% +$539K 1.55% 37
2021
Q2 		$11.8M Buy
151,740
+3,224
+2% +$240K 1.51% 40
2021
Q1 		$10.9M Buy
148,516
+4,629
+3% +$341K 1.48% 43
2020
Q4 		$11.2M Buy
143,887
+821
+0.6% +$62.8K 1.63% 31
2020
Q3 		$11.3M Sell
143,066
-2,286
-2% -$179K 1.84% 24
2020
Q2 		$10.7M Buy
145,352
+367
+0.3% +$27.6K 1.83% 23
2020
Q1 		$10.6M Sell
144,985
-11,988
-8% -$942K 2.13% 12
2019
Q4 		$13.6M Sell
156,973
-2,607
-2% -$214K 2.12% 15
2019
Q3 		$12.8M Sell
159,580
-6,796
-4% -$545K 2.1% 16
2019
Q2 		$13.3M Sell
166,376
-10,134
-6% -$776K 2.24% 12
2019
Q1 		$14M Buy
176,510
+347
+0.2% +$26K 2.35% 9
2018
Q4 		$12.8M Buy
176,163
+23,761
+16% +$1.68M 2.56% 9
2018
Q3 		$10.3M Buy
152,402
+52,441
+52% +$3.34M 1.9% 22
2018
Q2 		$5.79M Buy
99,961
+87,951
+732% +$4.96M 1.1% 44
2018
Q1 		$624K Sell
12,010
-2,785
-19% -$150K 0.12% 62
2017
Q4 		$794K Sell
14,795
-1,643
-10% -$91.1K 0.15% 62
2017
Q3 		$1M Sell
16,438
-3,128
-16% -$190K 0.19% 58
2017
Q2 		$1.2M Sell
19,566
-12,351
-39% -$752K 0.23% 57
2017
Q1 		$1.94M Sell
31,917
-4,276
-12% -$259K 0.39% 58
2016
Q4 		$2.03M Sell
36,193
-2,400
-6% -$140K 0.43% 57
2016
Q3 		$2.3M Sell
38,593
-3,594
-9% -$210K 0.49% 55
2016
Q2 		$2.32M Sell
42,187
-37,984
-47% -$2.02M 0.22% 72
2016
Q1 		$4.05M Sell
80,171
-336,664
-81% -$16.5M 0.38% 57
2015
Q4 		$21M Buy
416,835
+15,284
+4% +$771K 1.97% 30
2015
Q3 		$18.9M Buy
401,551
+22,245
+6% +$1.18M 1.88% 23
2015
Q2 		$20.6M Buy
379,306
+46,440
+14% +$2.6M 1.9% 25
2015
Q1 		$18.3M Sell
332,866
-59,044
-15% -$3.34M 1.78% 28
2014
Q4 		$21.2M Buy
391,910
+11,096
+3% +$618K 1.93% 20
2014
Q3 		$21.5M Buy
380,814
+2,639
+0.7% +$148K 1.92% 23
2014
Q2 		$20.9M Sell
378,175
-47,029
-11% -$2.57M 1.91% 23
2014
Q1 		$23M Sell
425,204
-10,585
-2% -$548K 2.28% 7
2013
Q4 		$20.8M Buy
435,789
+10,919
+3% +$499K 1.95% 19
2013
Q3 		$19.3M Buy
424,870
+14,060
+3% +$642K 1.92% 17
2013
Q2 		$18.2M Buy
+410,810
New +$18.3M 1.87% 14

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

CCM Investment Advisers's MRK Position: Q1 2026 in Review

CCM Investment Advisers reduced its Merck (MRK) stake by 2.1% in Q1 2026, selling an estimated $369K and leaving 149,542 shares worth $18M. The position accounts for 1.72% of the portfolio, ranked #19.

CCM Investment Advisers first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $23M in Q1 2014. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CCM Investment Advisers held 149,542 shares of Merck worth $18M as of Q1 2026.
  • CCM Investment Advisers sold 3,198 Merck shares in Q1 2026, an estimated $369K.
  • Merck made up 1.72% of CCM Investment Advisers's portfolio in Q1 2026, its #19 holding.
  • CCM Investment Advisers first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • CCM Investment Advisers's Merck position peaked at $23M in Q1 2014.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.