CFO Capital Management’s Merck MRK Stock Holding History

CFO Capital Management’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	$627K	Sell	5,216 -628	-11%	-$72.5K	0.52%	55
2025 Q4	$615K	Buy	+5,844	New	+$549K	0.46%	63

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFO Capital Management's MRK Position: Q1 2026 in Review

CFO Capital Management reduced its Merck (MRK) stake by 11% in Q1 2026, selling an estimated $72.5K and leaving 5,216 shares worth $627K. The position accounts for 0.52% of the portfolio, ranked #55.

CFO Capital Management first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,792 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

CFO Capital Management held 5,216 shares of Merck worth $627K as of Q1 2026.
CFO Capital Management sold 628 Merck shares in Q1 2026, an estimated $72.5K.
Merck made up 0.52% of CFO Capital Management's portfolio in Q1 2026, its #55 holding.
CFO Capital Management first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,792 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.